Upcoming events

Knowledge is power - Financial strategies for women

EDT

Pinot's Palette, 291 N Hubbards Ln Unit 160, Louisville, KY 40207

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

Amy K. Wiitala, CFP®, APMA®, Financial Advisor - Ameriprise

Align Wealth Management

During this complimentary session, we'll discuss four areas that can impact women's financial lives and offer some strategies to help:
  • Address the income gap
  • Plan for a longer lifespan
  • Manage multiple roles and responsibilities at home, work and in the community
  • Approach life changes and unexpected events
To reserve a spot: call us at 502.423.7073 or email us at Amber.Oliver@ampf.com
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.

Living well today and tomorrow: Actionable strategies and exploration of options for your portfolio

EDT

Total Wine, 4320 Summit Plaza Dr Ste 5, Louisville, KY 40241

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

Wesley A. Gersh, JD, APMA®, Financial Advisor - Ameriprise

Align Wealth Management

During this complimentary seminar, you'll learn actionable strategies that can help you:
  • Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.
  • Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.
  • Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.
  • Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order.
To reserve a spot: call us at 502.423.7073 or email us at Amber.Oliver@ampf.com

Before you purchase, be sure to ask your advisor about the life insurance policy’s features, benefits and fees, and whether the life insurance is appropriate for you, based upon your financial situation and objectives.

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.

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.

Join us for National Day of Service

EDT

Louisville VA Medical Center, 800 Zorn Ave, Louisville, KY 40206

Align Wealth Management

Come spend time making a difference in our community. Please join us for the National Day of Service.
To reserve a spot: call us at 502.423.7073 or email us at Amber.Oliver@ampf.com

Retirement on your terms: Actionable strategies and an exploration of options for your portfolio

EST

Align Wealth Management, 13151 Magisterial Dr, Louisville, KY 40223

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

Wesley A. Gersh, JD, APMA®, Financial Advisor - Ameriprise

Align Wealth Management

Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:
  • Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.
  • Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.
  • Create a meaningful legacy today — and for when you're gone.
To reserve a spot: call us at 502.423.7073 or email us at amber.oliver@ampf.com

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.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.