Tackling Taxes: Strategies for preserving wealth Date: Thursday, January 30, 2025 Time: 5:30 PM - 6:15 PM Location: R.D. Scinto Auditorium , 3 Corporate Dr., Shelton, CT 06485 You must RSVP to receive access credentials for this event or seminar Hosted By: Sam Grosso, Associate Financial Advisor Sponsored By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial As tax season approaches, are you considering the long-term impact of taxes on your financial future? Join us for an informative and empowering presentation of “Tackling Taxes: Strategies for preserving wealth", presented with Columbia Threadneedle Investments. This session is designed to demystify the often-confusing landscape of taxes, providing you with practical strategies to help minimize tax liabilities and preserve wealth. In this presentation, we will cover: Understanding Tax Friction: Learn how taxes reduce your investment returns and how to measure tax costs. Strategic Asset Location: Discover how to optimize your profile by placing investments in the right accounts. Roth IRA Conversions: Explore how converting after-tax contributions to a Roth IRA can minimize future tax liabilities. Tax-Loss Harvesting: Understand how harvesting losses can offset gains and boost your after-tax returns. Whether you’re working with a financial advisor or managing your own finances this presentation will equip you with the knowledge and confidence to make informed decisions about taxes and wealth preservation. Please feel free to share this invitation with anyone in your life who might benefit from this information. Reserve your spot today and take the first step toward minimizing taxes and maximizing your financial future. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@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. Columbia Threadneedle Investments is an Ameriprise affiliate. 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.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Thursday, February 6, 2025 Time: 12:00 PM - 12:30 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Amanda Willey, Private Wealth Advisor - R. Miller & Associates, a private wealth advisor practice of Ameriprise Financial, LLC Hosted By: R. Miller & Associates, a private wealth advisor practice of Ameriprise Financial, LLC Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. To reserve a spot: call us at 617.607.3366 Ext. 250 or email us at christina.cobas@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. 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.
Protect your financial information in the digital world Date: Thursday, February 13, 2025 Time: 12:00 PM - 12:15 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Sam Grosso, Associate Financial Advisor - R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. To reserve a spot: call us at 617.607.3366 or email us at christina.cobas@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. 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.
Preparing for taxes in retirement Date: Thursday, February 27, 2025 Time: 12:00 PM - 12:15 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Richard Miller, Private Wealth Advisor - R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial Hosted By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. To reserve a spot: call us at 617.607.3366 or email us at christina.cobas@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. 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.
Financial foundation: A guide to managing your money Date: Thursday, March 6, 2025 Time: 12:00 PM - 12:15 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Ryan Miller, Associate Financial Advisor - R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. To reserve a spot: call us at 617.607.3366 or email us at christina.cobas@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. 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.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Thursday, March 13, 2025 Time: 12:00 PM - 12:15 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Amanda Willey, Private Wealth Advisor - R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Hosted By: R. Miller & Associates, a private wealth advisory of Ameriprise Financial LLC Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. To reserve a spot: call us at 617.607.3366 or email us at christina.cobas@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. 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.
Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy Date: Thursday, January 16, 2025 Time: 12:00 PM - 12:45 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: David Frisch, Director - BlackRock Funds Hosted By: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial In our 30 minutes together, we will cover: Maximizing Your Benefits: Learn how to make informed decisions about when to start collecting Social Security benefits to optimize your financial future. Longevity Planning: Understand the importance of planning for a longer life and how to ensure your benefits last as long as you do. Strategic Choices: Explore strategies to transform Social Security into a robust component of your retirement plan. Avoiding Common Pitfalls: Identify and navigate common mistakes that can reduce your lifetime benefits. This is an informational seminar. There is no cost or obligation. BlackRock Funds and their representatives are not affiliated with Ameriprise Financial. 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.