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Tax strategies for the current landscape

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Joe Massicotte, RMA, Vice President - Senior Advisor Consultant - Franklin Templeton

Ascendant Wealth Management Group, a private wealth advisory practice of Ameriprise Financial

During thiscomplimentary session, we’ll begin by reviewing the current landscape,including key tax figures for 2024, and a look at income and estate/gift taxes.Then, we’ll highlight specific, actionable planning ideas to consider.

To reserve a spot: email us at ascendant@ampf.com
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Thisis an informational seminar. There is no cost or obligation.

AmeripriseFinancial, 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.

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