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Giving with a purpose

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Tre Carruthers, CRPC, APMA, Financial Advisor - Inclusive Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

Inclusive Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams.
To reserve a spot: call us at 682.323.8429 or email us at jackie.robinson@ampf.com
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney
regarding their specific situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
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