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Demystifying the Big Beautiful Bill: A guide to tax planning tactics

EST

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Holly Swan, Head of Wealth Solutions with Allspring Global Investments

CHRIS PETRIK, PRIVATE WEALTH ADVISOR WITH PETRIK AND ASSOCIATES, A PRIVATE WEALTH ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES, LLC

JOIN US FOR A TAX PRESENTATION

Some discussion topics are:

1. The evolution of our tax laws

2. Key changes for different classes

3. Trump accounts

RSVP BY WEDNESDAY, FEBURARY 25, 2026

To reserve a spot: call us at 781.817.6750 or email us at KIM.MALLARD@AMPF.COM

This is an informational seminar. There is no cost or obligation. All spring Global Investments and its 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved.8735156ACMR0226