Shred Week Date: Monday, April 13, 2026 Time: 8:30 AM - 4:00 PM EDT Location: Beyond Wealth Advisors, 2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. April 13th - April 17th During Office Hours Do you have old bills, receipts, or other important documents cluttering up your files that you’d like to get rid of? Please join us for our free shred week at the Beyond Wealth Advisors offices! Miamisburg Office: 2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 Richmond Office: 1110 South A Street, Richmond, IN 47374 Fairfield Office: 3174 Mack Road Ste 2, Fairfield, OH 45014 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 There is no cost or obligation. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved. 8823997ACMR0326
Kentucky Derby Cocktail Party Date: Thursday, April 30, 2026 Time: 6:00 PM - 8:00 PM EDT Location: Liberty Collective, 6735 Lakota Lane, Liberty Township, OH 45044 Hosted By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. They are off to the races! Join us for an unforgettable evening as Beyond Wealth Advisors hosts a Kentucky Derby themed cocktail party —a stylish celebration of spring and the thrill of the upcoming “Greatest Two Minutes in Sports.” Don your favorite derby‑inspired attire, sip classic Southern cocktails, and enjoy light bites while mingling with fellow clients, friends, and our advisory team. We encourage you to wear your favorite show-stopping hat or bow tie. We look forward to celebrating with you—and cheering on your financial future! Space is Limited. Please RSVP by April 23, 2026. We hope you can join us! To reserve a spot: call us at 937.312.8172 or email us at beyondwealthadvisors@ampf.com RSVP Online Event registration Kentucky Derby Cocktail Party Date: Thursday, April 30, 2026 Time: 6:00 PM - 8:00 PM 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 There is no cost or obligation. Sponsored by Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial. 8823997ACMR0326
Virtual Event - "How to Maximize Social Security Benefits" Date: Thursday, May 21, 2026 Time: 5:00 PM - 6:00 PM EDT Join this event online Presented By: Mary Beth Franklin, CFP® from RetirePro, LLC Hosted By: Ameriprise Financial Services, LLC Join us for a virtual presentation on Thursday – May 21st, 2026. The event is complimentary. Below are details about the event. Thursday, May 21st, 2026: 5pm – 6pm Eastern "How to Maximize Social Security Benefits," a one-hour webinar with guest speaker, Mary Beth Franklin, CFP® Retire Pro, LLC., is a recognized retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors. During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits. Registration Link at Ameriprise Virtual Client Event https://events.teams.microsoft.com/event/cb19e505-83d1-4db5-871b-9c75c3837b51@7855c2e1-437a-4870-9615-daaacaed4348 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 HOSTED By: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. This is an informational seminar. There is no cost or obligation. Mary Beth Franklin and Retire Pro, 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. 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. 8792087ACMR0226
Richmond Economic Update and Dinner Date: Wednesday, March 18, 2026 Time: 6:00 PM - 8:00 PM EDT Location: Old Richmond Inn, 138 S 5th St, Richmond, IN 47374 ONLINE EVENT PASSCODE: 7qu3Az9i Join this event online Presented By: Chris Morahan, Managing Director of Portfolio Strategy - Eaton Vance Hosted By: 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. 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.8764347ACMR0226
Galentine's Day Event Date: Thursday, February 12, 2026 Time: 6:00 PM - 8:00 PM EST Location: Heather’s Gourmet Caramel Apples, 253 W Central Ave, Springboro, OH 45066 Hosted By: 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
Holiday Cocktail Party Date: Wednesday, December 3, 2025 Time: 6:00 PM - 8:00 PM EST Location: Meridien, 28 W Franklin St., Centerville, OH 45459 Hosted By: Beyond Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC This event is currently full. If you'd like to join the waitlist, please fill out the RSVP Online form. You're invited to join us in celebrating the start of the holiday season at our cocktail party! Enjoy an evening of cheerful company, delicious hors d'oeuvres, and seasonal drinks to toast to the holidays!
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. 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