Virtual Event- Economic Update & Technology Investing – Is AI opportunity or hype? Date: Thursday, November 20, 2025 Time: 5:00 PM - 6:00 PM EST Join this event online Presented By: Russell Price, Chief Economist for Ameriprise Financial. Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments Hosted By: Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – Nov 20th, 2025. The event is complimentary. Below are details about the event. Thursday, November 20th: 5 pm – 6 pm Eastern Registration Link: Ameriprise Virtual Client Event Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012. His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy. Infact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end.He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios. For more information: call us at 937.312.8172 or email us at beyondwealthadvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar. This is an informational seminar. There is no cost or obligation. Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing. This event is sponsored by Columbia Threadneedle Investments, an Ameriprise affiliate. 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. 8367686ACMR0925
Markets, Mocktails & Margaritas Date: Wednesday, September 24, 2025 Time: 6:00 PM - 8:00 PM EDT Location: Mode X Modern Kitchen & Tequila Bar, 4492 Glengarry Drive, Beavercreek, OH 45440 ONLINE EVENT PASSCODE: nz97Kh7U Join this event online Presented By: Emily Roland, Co-Chief Investment Strategist - John Hancock Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Please join us for an evening of market updates, delicious bites, mocktails and margaritas! This presentation will also be live-stream, beginning at approximately 6:30 PM ET. This is an informational seminar. There is no cost or obligation. Eaton Vance, John Hancock, Lord Abbett, Russel Investments and their representatives are not affiliated with Ameriprise Financial. 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. 8309041ACMR0825
Bros, Beer & Bourbon Date: Thursday, August 14, 2025 Time: 6:00 PM - 8:00 PM EDT Location: Entropy Brewing Co, 26 S Main Street, Miamisburg, OH 45342 Hosted By: Beyond Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Bring a friend and join us for a beer and bourbon tasting! We will tour the brewery, learn the brewing process, and sample different beers and bourbons with appetizers and a nacho bar.
Visualize Retirement Date: Thursday, July 17, 2025 Time: 6:00 PM - 7:00 PM EDT Location: Manna Uptown, 61 West Franklin Street, Centerville, OH 45459 You must RSVP to receive access credentials for this event or seminar. Presented By: Adam Byard - T. Rowe Price Hosted By: Beyond Wealth Advisors Discuss strategies to plan for retirement beyond the finances; considering your emotions, relationships and goals This is an informational seminar. There is no cost or obligation. T. Rowe Price and its representatives are not affiliated with Ameriprise Financial. 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. 8064729ACMR0625
Summer Luau Party Date: Saturday, June 7, 2025 Time: 1:00 PM - 3:00 PM EDT Location: Heather's Cafe, 505 South Main Street, Springboro, OH 45066 Presented By: Beyond Wealth Advisors Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Come join us on the patio for our Summer Luau Party. Live music, fun food and drinks, games, face painting and caricature artist. With gratitude for your continued business and support of our practice; we hope you, your family and friends can join us to celebrate! There is no cost or obligation. Eaton Vance, Goldman Sachs, PGIM Investments, AllSpring Global Investments, and Virtus are not affiliated with Ameriprise Financial. RiverSource Insurance and RiverSource Annuities are affiliated with Ameriprise Financial. 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.7937545ACMR0525D
How to Maximize Social Security Benefits Date: Thursday, May 22, 2025 Time: 5:00 PM - 6:00 PM EDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC Hosted By: Beyond Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – May 22nd, 2025. The event is complimentary. Below are details about the event. Thursday, May 22nd: 5 pm – 6 pm Eastern Mary Beth Franklin, CFP® from RetirePro, LLC., is one of the country’s leading experts on Social Security and Medicare and will be our guest speaker for this event. Mary Beth is an award-winning journalist and Certified Financial Planning professional. She is a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. Mary Beth is the host of the public television program, Social Security & You. “How to Maximize Social Security Benefits” covers the rules and strategies to maximize benefits for married couples, eligible divorced spouses and families with minor or disabled children. It explains how lifetime earnings and age of claiming benefits determines monthly benefits amount. The presentation outlines changes for 2025 including higher benefits and for some earners, higher taxes, due to annual cost-of-living adjustments. It also details the new Social Security Fairness Act which repeals two provisions that had reduced or eliminated Social Security benefits in the past for some public sector workers—including some police, firefighters and teachers— who have pensions based on work where they did not pay FICA taxes. Registration Link: Ameriprise Virtual Client Event This is an informational seminar. There is no cost or obligation. Mary Beth Franklin and RetirePro, LLC are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions and a Social Security agent regarding your specific Social Security decisions. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. This event is sponsored by: First Eagle Investments. These sponsors and representatives are not affiliated with Ameriprise Financial. 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. 7708903ACMR0325