Tax Planning Strategies for the Current Landscape Date: Thursday, July 17, 2025 Time: 1:00 PM - 1:45 PM EDT Join this event online Presented By: Jason Keller, CFP® – Senior Wealth Planning Specialist - Franklin Templeton Academy Hosted By: Seven Hills Wealth Advisors, 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. We will also take a look at income and estate/gift taxes. Lastly, we’ll highlight specific, actionable planning ideas to consider. For more information: call us at 804.915.9444 or email us at sevenhillswealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. 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. 7931790ACMR0525
Annual Happy Hour Date: Friday, October 3, 2025 Time: 4:00 PM - 7:00 PM EDT Location: Hardywood West Creek , 820 Sanctuary Trail Drive, Richmond, , VA 23238 Hosted By: Seven Hills Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for pizza, a beverage, and great views! To reserve a spot: call us at 804.915.9444 or email us at sevenhillswealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC ©2025 Ameriprise Financial, Inc. All rights reserved.