Tackling Taxes Date: Wednesday, March 5, 2025 Time: 5:30 PM - 8:00 PM EST Location: 110 Grill, 53-1 Commerce Way, Plymouth, MA 02360 Presented By: Seth Buks, Head of Advisor Consulting & Development - Columbia Threadneedle Investments Hosted By: The Woerdeman Financial Group a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Columbia Threadneedle Investments and BNY Mellon What we'll cover: What is tax friction and why is it important? What does it mean to have a tax aware strategy? What is tax loss harvesting and should you use it? How should you implement tax aware investing strategies? For more information: call us at 508.833.1359 or email us at lauren.scopa@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. BNY Mellon is not affiliated with Ameriprise Financial. Columbia Threadneedle Investments is an Ameriprise affiliate. The Compass is a trademark of Ameriprise Financial, Inc. 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.© 2025 Ameriprise Financial, Inc. All rights reserved.7489277ACMR0125