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. To reserve a spot: call us at 937.312.8172 or email us at beyondwealthadvisors@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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
Family Love Letter Date: Thursday, May 8, 2025 Time: 6:00 PM - 7:00 PM EDT Location: Meadowlark, 5531 Far Hills Ave, Dayton, OH 45429 Presented By: Karen Drancik, Vice President - Neuberger Berman Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Neuberger Berman Learn more about an indispensable planning tool that organizes the paper train tied to your life. This is an informational seminar. There is no cost or obligation. Neuberger Berman 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.