Upcoming events

School Supplies Drive

EDT

6011 University Blvd., Ste 300, Ellicott City, MD 21043

Morgan Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Morgan Wealth Advisory Group is collecting New School Supplies for the Benedictine Society of Baltimore City (Benedict's Pantry) and Arbutus Elementary School to be given to students in need. Donations can be dropped off during business hours or shipped directly to us. Donations accepted through September 5.

For more information: call us at 410.418.9800 or email us at morganwealthag@ampf.com

There is no cost or obligation. We are not able to accept cash or check donations.

Tax Planning Strategies for the Current Landscape

EDT

Join this event online

Bill Cass - CFP®, CPWA®, Director of Wealth Planning - Franklin Templeton Academy

Morgan Wealth Advisory Group - A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll begin by reviewing the current landscape, including key tax figures for 2025, and a looking at income and estate/gift taxes.

Then, we’ll highlight specific, actionable planning ideas to consider.

To reserve a spot: email us at morganwealthag@ampf.com

This is an informational seminar. There is no cost or obligation.

This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial.

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.