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Actionable tax planning strategies for the current landscape

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Mike Cannizzaro, Senior Wealth Planning Specialist - Franklin Templeton

Responsible Financial Guidance, a private wealth advisory practice of Ameriprise Financial Services, LLC

Big changes in tax law can mean potential opportunities – and challenges – for your financial plan. Join us for a complimentary and informative session designed to help you better understand the evolving tax environment. We’ll explore how recent legislative changes may impact your retirement savings, charitable giving, and wealth transfer strategies, and we’ll discuss several actionable tax planning strategies to consider.

To reserve a spot: call us at 847.383.1275 or email us at Marcia.Bruckman@ampf.com

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

Franklin Templeton is not affiliated with Ameriprise Financial.

Ameriprise Financial 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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