The Tax Calm Before the Storm - Taking full advantage of tax certainty while planning for changes to Date: Wednesday, February 25, 2026 Time: 6:00 PM - 8:00 PM PST Location: Maggiano's Little Italy, 3055 Olin Ave, San Jose, CA 95113 Presented By: James Bergeron, Advisor Education Consultant - Nuveen Hosted By: James Park, Branch Manager Sponsored By: Nuveen 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 95113 Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.