Upcoming events

How new tax law changes may impact you

EDT

10225 Ulmerton Rd , Largo, FL 33771

You must RSVP to receive access credentials for this event or seminar.

John J. Lomba ChFC®, APMA®, CRPS® , Financial Advisor | Managing Partner - Gratium Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

John J. Lomba ChFC®, APMA®, CRPS®

The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for a quick overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers.

To reserve a spot: email us at John.j.lomba@ampf.com
RSVP Online

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

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.

Smart Strategies for College Financing - Planning for your child's future

EDT

You must RSVP to receive access credentials for this event or seminar.

John J. Lomba ChFC®, APMA®, CRPS® , Financial Advisor | Managing Partner - Gratium Wealth Planning, A private wealth advisory practice of Ameriprise Financial Services, LLC

John J. Lomba ChFC®, APMA®, CRPS®

Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan.
To reserve a spot: email us at John.j.lomba@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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.