Strategies to help you make an impact with your estate Date: Tuesday, July 15, 2025 Time: 11:00 AM - 12:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: John Lomba, ChFC®, APMA™, CRPS™, CMFC™, Financial Advisor | Managing Partner - Gratium Wealth Planning, A private wealth advisory practice of Ameriprise Financial LLC Hosted By: John Lomba, Financial Advisor | Managing Partner One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. To reserve a spot: email us at john.j.lomba@ampf.com RSVP Online Event registration You're invited to a virtual cocktail and mixology class Date: Thursday, March 20, 2025 Time: 6:30 PM - 7:30 PM 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) Number of additional guests attending with you (optional) 01 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. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Caring for aging loved ones: What to consider Date: Wednesday, June 18, 2025 Time: 11:00 AM - 12:00 PM EDT Location: Highwoods Preserve, 18011 Highwoods Preserve Pkwy, Tampa, FL 33647 Presented By: John Lomba, ChFC®, APMA™, CRPS™, CMFC™ , Financial Advisor | Managing Partner - Gratium Wealth Planning, A private wealth advisory practice of Ameriprise Financial LLC Hosted By: John Lomba, Financial Advisor | Managing Partner As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances. This is an informational seminar. There is no cost or obligation. 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.