Past events

What Type of Legacy Will You Leave?

PDT

Join this event online

David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

James A. Frisone CFP®, CHFC®, CRPC®, AWMA® Regional Vice President, Ameriprise Financial Services, LLC

Ameriprise Financial

Join us for a special presentation:

Plan to give more;

•Control how your estate is distributed •Give to loved ones or charities important to you •Help reduce taxes and leave a larger legacy

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

RiverSource is an affiliate of Ameriprise Financial

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®CERTIFIED FINANCIAL PLANNER® and CFP certification mark (with plaque design) in the U.S.

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.

Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life

Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2026 Ameriprise Financial, Inc. All rights reserved. 8810030ACMR0326

The Tax Calm Before the Storm

PST

Maggiano’s Little Italy, 3055 Olin Ave, San Jose, CA 95128

James Bergeron, Advisor Education Consultant - Nuveen

Todd Ferreira, APMA® Financial Advisor | Vice President with NF Wealth Management, and Phil Nguyen, CFS®, APMA Financial Advisor | Managing Director with NF Wealth Management A Financial advisory prac

Nuveen

You and your guests are invited to join us for a special event!
The Tax Calm Before the Storm

Taking full advantage of tax certainty while planning for changes to come

Wednesday, February 25th, 2026 6:00 PM – 8:00 PM PST
Hosted by Todd Ferreira, APMA® Financial Advisor | Vice President with NF Wealth Management, and Phil Nguyen, CFS®, APMA Financial Advisor | Managing Director with NF Wealth Management A Financial advisory practice of Ameriprise Financial Services, LLC

Presented by James BergeronAdvisor Education ConsultantNuveen
Food and beverages served atMaggiano’s Little Italy3055 Olin Ave. San Jose, CA 95128
Sponsored by Nuveen

Space is limited. Please reserve your space for you and your friends.

This is an informational seminar. There is no cost or obligation | Nuveen and its representatives are not affiliated with Ameriprise Financial | 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. | 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. The Ameriprise office is located at 225 W. Santa Clara St, Ste 1600 San Jose CA 95113Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.