Upcoming events

Shred it & Forget it

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CCWA Office, 445 Hutchinson Ave, Columbus, OH 43235

ClearCourse Wealth Advisors

Join us for a complimentary shredding event! Feel free to bring a friend, neighbor, or family member who may benefit from this service! A professional shredding company will be on hand to safely & securely shred your confidential documents.

To reserve a spot: call us at 614.987.0087 or email us at Tyler.Verhoff@ampf.com

No cost or obligation to attend.

Family Love Letter

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Patrick Scorzelli, CFA, Advisor Consultant | Senior Vice President - Neuberger Berman

ClearCourse Wealth Advisors

This event focuses on helping families communicate what matters most. Attendees will learn how to document values, intentions, and important information for loved ones.

To reserve a spot: call us at 614.987.0087 or email us at tyler.verhoff@ampf.com
RSVP Online

This is an informational seminar, There is no cost orobligation.

Neuberger Berman and its representatives are not affiliatedwith Ameriprise Financial.

Investment products are not insured by the FDIC, NCUA or anyfederal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

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Planning for the Future Webinar

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Logan Philipps, ESQ - Philipps & Graham, LLC

ClearCourse Wealth Advisors

Complimentary Microsoft Teams webinar focused on special needs planning. join us as we explore practical strategies to help you prepare for your loved one's future.
Topics include:GuardianshipSupported Decision-MakingSpecial Needs TrustSTABLE Account Waivers and Benefits

To reserve a spot: call us at 614.987.0087 or email us at tyler.verhoff@ampf.com
RSVP Online

Disclosures:

Hosted by: ClearCourse Wealth Advisors is a private wealthadvisory practice of Ameriprise Financial Services, LLC

These are informational seminars. There is no cost orobligation.

Phillipps & Graham, LLC and its representatives are notaffiliated with Ameriprise Financial.

Ameriprise Financial, Inc. and its affiliates do not offertax or legal advice. Consumers should consult with their tax advisor orattorney regarding their specific situation.

Investment products are not insured by the FDIC, NCUA or anyfederal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2026 Ameriprise Financial, Inc. All rights reserved.

Fall Festival 2026

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Lehners Pumpkin Farm, 2920 State Route 203, Radnor, OH 43066

ClearCourse Wealth Advisors

Enjoy live music - family photos - face painting - hayrides- corn maze - photobooth - food + beverage & much more! Football games will be televised in the homestead.

To reserve a spot: call us at 614.987.0087 or email us at tyler.verhoff@ampf.com
RSVP Online

Past events

Charitable Giving Your Way

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David Houston, Director of Advanced Strategies - RiverSource Life Insurance Company

ClearCourse Wealth Advisors

Attend our complimentary informational seminar to learn how life insurance can help you build and leave the legacy you desire.