Upcoming Events

Ameriprise Hospitality Event at the Memorial Golf Tournament

Jason A. Buehner, CFP®, CRPC®, Financial Advisor

Ameriprise Financial invites you to join us during the Memorial Golf Tournament from Wednesday, May 30th to Sunday, June 3rd. We will be open each day from 9:00am to 5:00pm.

On Wednesday, Thursday, and Friday John LaMotte, retired Social Security Administration Speaker will be presenting, "Introduction to Social Security," at 9:00am and will be available to answer questions.

Please stop by for a snack, beverage, or just to take a break from the action. Lunch will be provided by Bravo Restaurant and Solo Pizza from 11:30 to 2:00 PM.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

This event is hosted by your local Ameriprise Financial advisors. This is an informational event. There is no cost or obligation.

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TEE OFF: CPA Event

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial Services, Inc

Jeff Gilbert, CRPC®, Private Wealth Advisor

Please join us for Strategies to Maximize Social Security Benefits seminar, followed by course access to the Memorial Tournament. The seminar is approved for 1 hour of CPE credit. The seminar with be followed by lunch, leaving the remainder of the day to be spent enjoying golf!

SCHEDULE OF EVENTS:

Registration: 8:30 AM

Strategies to Maximize Social Security Benefits: 9:00 - 11:00AM

Lunch: 11AM

This event is for CPAs.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

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

Gilbert Squared Financial is located at 530 West Spring Street, Suite 150 Columbus, OH 43215

Ameriprise Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org .

If you have questions or concerns regarding your CPE credits, or program cancellation policy, please send a note to seminar.and.event.consulting@ampf.com .

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

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Ameriprise Hospitality Event at the Memorial Golf Tournament

Jason A. Buehner, CFP®, CRPC®, Financial Advisor

Ameriprise Financial invites you to join us during the Memorial Golf Tournament from Wednesday May 31st to Sunday June 4th.We will be open each day from 9:00am to 5:00am.

On Wednesday, Thursday, and Friday John LaMotte from the Social Security Administration will be presenting “Introduction to Social Security” at 9:00am and will be available to answer questions.

Please stop by for a snack, beverage, or just to take a break from the action. Lunch will be provided by Bravo Restaurant and Solo Pizza from 11:30am to 2:00pm.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

This event is hosted by your local Ameriprise Financial advisors. This is an informational event. There is no cost or obligation.

Add Event
to Calendar

Ameriprise Hospitality Event at the Memorial Golf Tournament

Jason A. Buehner, CFP®, CRPC®, Financial Advisor

Ameriprise Financial invites you to join us during the Memorial Golf Tournament from Wednesday May 31st to Sunday June 4th. We will be open each day from 9:00am to 5:00am.

On Wednesday, Thursday, and Friday John LaMotte from the Social Security Administration will be presenting “Introduction to Social Security” at 9:00am and will be available to answer questions.

Please stop by for a snack, beverage, or just to take a break from the action. Lunch will be provided by Bravo Restaurant and Solo Pizza from 11:30am to 2:00pm.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

Add Event
to Calendar

Ameriprise Hospitality Event at the Memorial Golf Tournament

Jason A. Buehner, CFP®, CRPC®, Financial Advisor

Ameriprise Financial invites you to join us during the Memorial Golf Tournament from Wednesday May 31st to Sunday June 4th. We will be open each day from 9:00am to 5:00am.

On Wednesday ,Thursday, and Friday John LaMotte from the Social Security Administration will be presenting “Introduction to Social Security” at 9:00am and will be available to answer questions.

Please stop by for a snack, beverage, or just to take a break from the action. Lunch will be provided by Bravo Restaurant and Solo Pizza from 11:30am to 2:00pm.

on (required); max 1,500 characters

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

This event is hosted by your local Ameriprise Financial advisors. This is an informational event. There is no cost or obligation.

Add Event
to Calendar

Ameriprise Hospitality Event at the Memorial Golf Tournament

Jason A. Buehner, CFP®, CRPC®, Financial Advisor

Ameriprise Financial invites you to join us during the Memorial Golf Tournament from Wednesday May 31st to Sunday June 4th. We will be open each day from 9:00am to 5:00am.

On Wednesday, Thursday, and Friday John LaMotte from the Social Security Administration will be presenting “Introduction to Social Security” at 9:00am and will be available to answer questions.

Please stop by for a snack, beverage, or just to take a break from the action. Lunch will be provided by Bravo Restaurant and Solo Pizza from 11:30am to 2:00pm.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

This event is hosted by your local Ameriprise Financial advisors. This is an informational event. There is no cost or obligation.

Add Event
to Calendar

Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

Add Event
to Calendar

Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

Add Event
to Calendar

Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

Add Event
to Calendar

Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

Add Event
to Calendar

Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

Add Event
to Calendar

Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

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to Calendar

National Day of Service

Jason A. Buehner, CFP®, CRPC®, Financial Advisor

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

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

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Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

To reserve a spot: call us at 614.643.1693 or email us at bethany.cluff@ampf.com

Add Event
to Calendar

Past Events

Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.

Health, wealth and a confident retirement

Jason A. Buehner, CFP®, CRPC®, Financial Advisor - Ameriprise Financial

Jason Buehner

With the markets and economy changing all the time, you may feel less than confident about reaching your retirement goals. This seminar will offer tips and strategies that can help you:

  • Plan to bring your retirement dreams and goals more within reach.
  • Understand how financial and physical health may be intertwined.
  • Learn ways to generate dependable income that could last through your whole retirement.