Upcoming events

Virtual Event- Economic Update & Technology Investing – Is AI opportunity or hype?

EST

Join this event online

Russell Price, Chief Economist for Ameriprise Financial. Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – Nov 20th, 2025. The event is complimentary. Below are details about the event.

Thursday, November 20th: 5 pm – 6 pm Eastern

Registration Link: Ameriprise Virtual Client Event

Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

Infact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end.

He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.
Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios.
For more information: call us at 937.312.8172 or email us at beyondwealthadvisors@ampf.com

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

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

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

This event is sponsored by Columbia Threadneedle Investments, 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.

8367686ACMR0925

Past events

Markets, Mocktails & Margaritas

EDT

Mode X Modern Kitchen & Tequila Bar, 4492 Glengarry Drive, Beavercreek, OH 45440

nz97Kh7U

Join this event online

Emily Roland, Co-Chief Investment Strategist - John Hancock

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

Please join us for an evening of market updates, delicious bites, mocktails and margaritas!

This presentation will also be live-stream, beginning at approximately 6:30 PM ET.

This is an informational seminar. There is no cost or obligation. Eaton Vance, John Hancock, Lord Abbett, Russel Investments 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8309041ACMR0825

Virtual Event - Economic Update and Emotions, Expectations, & Economics®

EST

Join this event online

Russell Price, Chief Economist for Ameriprise Financial and Barry Kruse - Vice President, Global Head, Franklin Templeton Academy

Ameriprise Financial Services, LLC

Virtual Event - Economic Update featuring Russell Price - Chief Economist for Ameriprise Financial and Emotions, Expectations, & Economics® with Barry Kruse - Vice President, Global Head Franklin Templeton Academy.

Join us for a virtual presentation on Thursday – Nov 21st, 2024.The event is complimentary. Below are details about the event.

Thursday, November 21st: 5pm – 6pm Eastern

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with 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, Barry Kruse - Vice President, Global Head Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility.

Registration Link: Ameriprise Virtual Client Event

Or Copy and Paste: https://events.teams.microsoft.com/event/af438f53-5b87-4334-a2ef-e18741e06d5c@7855c2e1-437a-4870-9615-daaacaed4348

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

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

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

This event is sponsored by: Franklin Templeton. These sponsors and 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.

7058916ACMR1024

Join us for National Day of Service

EST

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.