Upcoming events

Tackling Taxes

EST

110 Grill, 53-1 Commerce Way, Plymouth, MA 02360

Seth Buks, Head of Advisor Consulting & Development - Columbia Threadneedle Investments

The Woerdeman Financial Group a private wealth advisory practice of Ameriprise Financial Services, LLC

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

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