Upcoming events

King Lear, ‘Tony Soprano’ and the Lessons of Wealth Transfer

  • Ruben Gonzalez, Retirement Director - Janus Henderson Investors
  • Todd Lucius, Branch Manager
  • Ameriprise Financial Services, LLC

During this complimentary session, we’ll discuss the Five Lessons of Successful Wealth Transfers:

- Utilizing a Document Location System

- Appointing the Right Agents, Executors and Trustees

- Rationalizing Amounts, Timing and Structures

- Preparing and Educating Heirs

- Managing Estate Taxes
To reserve a spot: call us at 513.984.9700 or email us at kimberly.schlomer@ampf.com

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

Janus Henderson Investors and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial Inc. All rights reserved.

Past events

The Anatomy of a Recession: What to Look for and Where We’re Headed

  • Corey Hardie, Director, Portfolio Specialist with Franklin Templeton/ClearBridge Investments - Franklin Templeton/ClearBridge Investments
  • Todd Lucius, Branch Manager
  • Ameriprise Financial Services, LLC

In this session we will provide a collective summary of the economy’s advancement, making it easier to keep pace with market trends, recognize signals of change in the economy and markets which will aide you in making informed decisions on adjusting your portfolio.

This is an informational seminar. There is no cost or obligation. Franklin Templeton/ClearBridge Investments and its representatives are not affiliated with Ameriprise Financial. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation of value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial Inc. All rights reserved.