Past events

Breakfast with Santa


Yankee Trace, 10000 Yankee St., Centerville, OH 45458

Beyond Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

Please bring your family between 9 a m – 11 a m for a “come and go” breakfast and pictures with Santa! We will also be collecting new, unwrapped toys for Toys For Tots!

Thanksgiving Design with Wine - Women's Event


Centerville Florists, 209 North Main Street, Centerville, OH 45459

Beyond Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

This event is full. If you'd like to be on the waitlist, please fill out the RSVP form and we will contact you if a spot becomes available.

Please bring a friend and join us for a flower arranging class and wine tasting. We will create a Thanksgiving flower arrangement to take home for your holiday celebrations!

Economic Insights & The Principles of Long-Term Investing Resilience



Join this event online

Russell Price, Chief Economist for Ameriprise Financial. Doug Orton, CRPC®, Vice President, Business Development Consultant, MFS Fund Distributors, Inc. - Not Affiliated

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – November 16th, 2023. The event is complimentary. Below are details about the event.

Thursday, November 16th, 2023: 5pm – 6pm Eastern

Russell Price, Chief Economist for Ameriprise Financial will share his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present The Principles of Long-Term Investing Resilience. The session will focus guiding investing principles to help clients stay focused on their long-term goals.

Registration Link:

After you register, you will receive an email confirmation from WebEx with your Registration ID and the link to join the seminar. You will receive a reminder prior to the event along with access instructions. If you don’t receive the emails, please check your junk, or spam folder.

This is an informational event. There is no cost or obligation.

MFS and its 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.

Join us for National Day of Service


The Dayton Foodbank, 56 Armor Pl., Dayton, OH 45417

Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

Come spend time making a difference in our community. Please join us for the National Day of Service.

Richmond Family Fall Festival


High Point Hills Farm, 7498 S Arba Pike, Lynn, IN 47355

Beyond Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

This event has been rescheduled from October 5th to October 19th due to the inclement weather forecast.

You and your family are invited to High Point Hills Farm for an evening of fall fun! Enjoy the corn maze, pumpkin patch, and other fall activities!