Upcoming events

Lunch & Learn - Probate

EST

Encore Wealth Management Group, 9405 Mill Brook Rd., Ste. 101, Louisville, KY 40223

Colleen English Balderson, Attorney - English Law Group

Encore Wealth Management Group

Probate is a legal process that occurs when a person passes away that involves the validation and administration of their will, or lack of will.

We’d like to invite you to join us for a Lunch & Learn to hear about the different aspects of Probate.

To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation.

English Law Group is not affiliated with Ameriprise Financial.

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.

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.

Elder Care for Families

EST

Encore Wealth Management Group, 9405 Mill Brook Rd, Ste 101, Louisville, KY 40223

Sara Olivencia, Director Of Sales - ElderCare 4 Families

Encore Wealth Management Group

Join us for lunch and an informational session on the options available for elder care.

To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation.

ElderCare 4 Families and their representatives are not affiliated with Ameriprise Financial.

Virtual Event - Economic Update, and Emotions, Expectations, & Economics

EST

Join this event online

Russell Price, Chief Economist for Ameriprise Financial; Barry Kruse, Vice President, Global Head, Franklin Templeton Academy - Not Affiliated

Ameriprise Financial Services, LLC

Economic Update featuring Russell Price - Chief Economist for Ameriprise Financial and Emotions, Expectations, & Economics® with Barry Kruse - Vice President, Global Head, Franklin Templeton Academy

Join us for a virtual presentation on Thursday – Nov 21st, 2024. The event is complimentary. Below are details about the event.

Thursday, November 21st: 5pm – 6pm Eastern Time

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters, and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Barry Kruse - Vice President, Global Head, Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility.

Registration Link Ameriprise Virtual Client Event

To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com
RSVP Online

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: https://www.ameriprise.com/privacy-security-fraud.

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: Franklin Templeton. 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.

7058916ACMR1024

Am I Vulnerable to Scams, Fraud, Identity Theft?

EST

Encore Wealth Management Group, 9405 Mill Brook Rd, Ste 101, Louisville, KY 40223

Rhoda Faller, Pink Lady Insurance

Encore Wealth Management Group

How to identify potential scams through email, phone calls and text messages.

To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation.

Pink LadyInsurance is not affiliated with Ameriprise Financial.

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.

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.

Past events

Veterans Breakfast

EST

Heitzman Traditional Bakery and Deli, 9426 Shelbyville Rd, Louisville, KY 40222

Encore Wealth Management Group

Dan Cline, Senior Regional Director, Virtus Investment Partners

Encore Wealth Management Group wants to honor your service to our country by inviting veterans and their guests to join us for breakfast on Monday morning, November 11, 2024, 8:00 a.m.

There is no cost or obligation.
Client-bring-a-friend events are created for our clients and their friends. Our objective is to create a comfortable environment to get introduced to people who are open to meeting us and learning more about the comprehensive approach we take to help clients address their financial goals.
Virtus and its representatives are not affiliated with Ameriprise Financial.

Shred Day

EDT

9405 Mill Brook Rd, Louisville, KY 40223

Encore Wealth Management Group

Please join us and our friends across the hall, Associates in Accounting, CPA for our semi-annual shred day!

KnightHorst Shredding will be on site in the parking lot to securely shred and dispose of your sensitive documents at no cost to you.

There is no cost or obligation, so please feel free to share with your friends, family, neighbors, and coworkers.

Looking forward to seeing you there!

There is no cost or obligation.
Ameriprise Financial is not affiliated with Associates in Accounting, LLC.
Associates in Accounting, CPA is not endorsed by or affiliated with Ameriprise Financial. We are not under the supervision of Ameriprise Financial and are not a broker-dealer or investment advisory firm. Financial planning services including wealth management strategies and protection planning are being made available to our valued clients through a formal referral relationship with Ameriprise Financial. For more information on Ameriprise Financial, visit https://www.ameripriseadvisors.com/team/encorewealth-management-group/ Ameriprise Financial Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Camping with Encore Wealth Management Group

EDT

CERA Sports Park & Campground, 3989 S 525 E, Columbus, IN 47203

Encore Wealth Management Group

Join us for a camping event for clients, staff and guests!

October 11-13 at CERA Sports Park and Campground (aka CERALAND) in Columbus, IN!

CERALAND provides many things to do including hiking, biking, in-season canoeing/kayaking (BYO), miniature golf and driving range, fishing, disc golf, trap and skeet ranges, playgrounds, tennis and more.

The RV campsites allow for 1 RV or 2 tents. Amenities include 30/50 electric hookup, water hookup, shower houses, dump station, and restrooms. They also rent golf carts.

We have reserved a block of campsites and can add more as needed.

Encore will cover the cost of the campsite.

Check in 2:00 p.m. Friday, check out Sunday morning.

RSVP required as campsites are limited.

There is no cost or obligation.

Lunch & Learn - Medicare: How it Works

EDT

Encore Wealth Management Group, 9405 Mill Brook Rd., Ste. 101, Louisville, KY 40223

Mark Kleiner, Licensed Benefit Consultant - U. S. Health Source

Encore Wealth Management Group

As generations start approaching Medicare age, there are usually a lot of questions about how Medicare works, that is why we continue to have informational lunch & learns to help ease our clients’ minds.

We would like to invite you and any friends or family to join us for lunch and an informational session on Medicare.

This is an informational seminar. There is no cost or obligation.

U.S. Health Source and their representatives are not affiliated with Ameriprise Financial.
Always consult a Medicare agent regarding your specific Medicare questions and decisions.

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.