Upcoming Events

There are no upcoming events. Please check back for updates.

Past Events

Safeguarding your Identity

Pete Levin, Regional Vice President - Ivy Funds

Virtus Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.

The presentation will focus on these areas:

  • What is identity theft?
  • How identity theft happens
  • How to prevent identity theft
  • Early warning signs

Shred Bins will be available to safely dispose of your secure documents.

Ivy Funds and its representatives are not affiliated with Ameriprise Financial.

Wine Tasting

Virtus Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join us for a wine tasting experience in a private setting. Cheers!

National Day of Service

Virtus Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.

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

Tax-Planning Workshop

Lynn W. Owen III, Certified Public Accountant

Virtus Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Join Virtus Wealth Advisors for an hour with a local tax professional in preparation for April 15th.

CPA Lynn Owen of Lynn W. Owen III CPA, LLC, provides income tax consultation and services to individuals, partnerships,businesses and corporations in the Orlando, Florida area.

Based upon his 25 years of experience in the industry, Lynn will be speaking on:

  • Strategies that are available to take advantage of exemptions, deductions and rebates
  • How your taxes could be affected by the tax code changes – today and in retirement
  • Tax advantages and opportunities for business owners and entrepreneurs

Choose one of the following time slots to attend:

12:00pm, 3:00pm, 5:30pm

Q&A time will be made available. Complimentary personal consultations offered to those that attend.

(Hors d'oeuvres and refreshments will be available)

Lynn W. Owen III, CPA LLC and its representatives are not affiliated with Ameriprise Financial Services, Inc. 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.