Upcoming events

Make Mindfulness a Habit

EDT

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

PVA Wealth Advisors

Just like exercising your muscles strengthens the body, training the mind makes it more resilient, improves focus and attention, and assists in working with emotions to maneuver more easily through life. There are numerous benefits of mindfulness, including reduced stress and anxiety, greater self-awareness, increased calm and relaxation, improved sleep, and the development of pain management skills. Join this virtual session to learn what mindfulness is and discover ways to introduce it into your life.
To reserve a spot: call us at 317.818.9365 or email us at julie.buchtenkirch@ampf.com

Shred It Saturday

EDT

PVA Wealth Advisors, 2900 E. 96th Street, Indianapolis, IN 46240

PVA Wealth Advisors

PVA Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC is pleased to provide you with a complimentary opportunity to have your paper documents quickly and safely destroyed.
Drive Thru Drop Off - Coffee & Donuts - Shredding Truck on site!

For more information: call us at 317.818.9365

Past events

Trivia Night for Charity

EDT

West Fork Whiskey, 10 E. 191st Street, Westfield, IN 46074

PVA Wealth Advisors

Time for trivia and tacos. Bring a team of friends and come out to compete in an unforgettable night of trivia. The top three teams with the most points at the end of the night win for one of the approved charities of their choice. Invite friends or family to form your own team or play individually.

Tackling Taxes: Strategies for preserving wealth

EST

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

Keith Langan, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

PVA Wealth Advisors

Understanding how taxes can affect your investments can be overwhelming. Join us for this informative webinar. Topics will include:

· Understanding the effects of capital gains taxes on a portfolio over time.

· Building a portfolio sensitive to an individual’s taxes to reduce the amount of taxes owed and increase total return.

· What does it mean to be tax-aware?

· What is tax-loss harvesting and why is it important.

Feel free to forward to anyone you know who may be interested.

Major Changes to the College Planning Process Webinar

EST

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

Heidi King - College Inside Track

PVA Wealth Advisors

College is typically the second largest purchase families make after investing in their home. Applying and getting into the right-fit colleges has become challenging since so much has changed in such a short amount of time. We are excited to host Heidi King, who speaks nationwide on the college process, as she explains the current college admission, application, and acceptance landscape.

Topics will include:

· Current admission trends for acceptance and costs to attend.

· Financial aid changes and how this impacts many middle and upper-income families.

· Finding the right schools and when to begin the process.

An absolute must-see for parents with students in grades 9-11, but all are welcome! Feel free to forward to anyone you know who may be interested.

Mastering Healthy Meal Prep with Shelley Loving

EST

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

Shelley Loving, Holistic Food Educator and Nutrition Chef

PVA Wealth Advisors

Save time while eating healthier! During this virtual session Integrative Nutrition Health Coach, Shelley Loving, will show you how to save time in the kitchen as you find inspiration to shop for healthy and simple ingredients.

Holiday Happenings

PVA Wealth Advisors

PVA Wealth Advisors is proud to be a collection site for the Marine Corps Reserve Toys for Tots.

We encourage you to donate toys for infants (newborn-2 yrs.) and teenagers (12-14) as there tend to be less donations for these age groups. Drop off new unwrapped toys at our office between now and December 8th.

And it's time for our annual picture day with Santa.

Come get a complimentary picture with your family and/or dog. Enjoy hot chocolate and festive snacks.