Upcoming events

Richmond Economic Update and Dinner

EDT

Old Richmond Inn, 138 S 5th St, Richmond, IN 47374

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Chris Morahan, Managing Director of Portfolio Strategy - Eaton Vance

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

You are invited to Beyond Wealth Advisors' Economic Update Presentation and Dinner on March 18th

Join us for a special evening featuring Chris Morahan, Managing Director of Portfolio Strategy at Eaton Vance. Chris will present “The BEAT,” an insightful discussion covering Bonds, Equities, Alternatives, and Taxes—key topics shaping today’s investment landscape. We will enjoy a wonderful dinner and economic update presentation together at the Old Richmond Inn.

This presentation will also be live-streamed on Microsoft Teams for those unable to attend in person.

Space is Limited for the in person dinner. Please RSVP by March 11, 2026 to save your spot.

To reserve a spot: call us at 765.966.2639 or email us at beyondwealthadvisors@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation. Sponsored by Eaton Vance. These sponsors and representatives are not affiliated with Ameriprise Financial.
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Past events

Galentine's Day Event

EST

Heather’s Gourmet Caramel Apples, 253 W Central Ave, Springboro, OH 45066

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

Celebrate friendship and indulge your sweet tooth at Beyond Wealth Advisors Galentine’s Day Event! We’re inviting you to bring a friend and join us for an evening of fun, laughter, and delicious treats. We will enjoy a hands-on class, learning how to dip caramel apples and chocolate-covered strawberries at Heather’s Gourmet Caramel Apples. It’s the perfect way to share quality time, create something delightful, and make memories with your favorite gals!

There will be two class sessions of this event: 6 pm - 7 pm and 7 pm - 8 pm

Space is Limited. Please RSVP by February 6, 2026 and let us know which class session is your preferred time. We hope you can join us!

There is no cost or obligation. Sponsored by RiverSource and JP Morgan. RiverSource is an affiliate of Ameriprise Financial, Inc. JP Morgan and its representatives are not affiliated with Ameriprise Financial. 8712106ACMR0126