Upcoming events

Wealth and Wellness: Balancing financial, physical, and mental well-being

EST

Redtree Coffee and Art, 3210 Madison Rd., Cincinnati, OH 45209

Ryan Holtman, Financial Advisor - Ameriprise Financial

Ryan Holtman

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.
To reserve a spot: call us at 513.247.1567 or email us at Ryan.Holtman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Caring for aging loved ones: What to consider

EST

Redtree Coffee and Art, 3210 Madison Rd., Cincinnati, OH 45209

Ryan Holtman, Financial Advisor - Ameriprise Financial

Ryan Holtman

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
To reserve a spot: call us at 513.247.1567 or email us at Ryan.Holtman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
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.

Financial foundation: A guide to managing your money

EST

Redtree Coffee and Art, 3210 Madison Rd., Cincinnati, OH 45209

Ryan Holtman, Financial Advisor - Ameriprise Financial

Ryan Holtman

Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future.
To reserve a spot: call us at 513.247.1567 or email us at Ryan.Holtman@ampf.com
RSVP Online
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
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.