Family Christmas Movie - Elf Date: Saturday, December 10, 2022 Time: 11:00 AM - 1:00 PM EST Location: Cinemark Tinseltown, 4400 Towne Center Drive, Louisville, KY 40241 Hosted By: Encore Wealth Management Group Sponsored By: Andrew Payne, Janus Henderson Investors Please join us for a private screening of the Christmas movie, Elf (2003) rated PG.Bring your friends and family for a day of Christmas laughs! Space is limited, limit 6 per party. To reserve a spot: call us at 502.412.4050 or email us at encorewealthmanagementgroup@ampf.com RSVP Online Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar There is no cost or obligation.Janus Henderson and their representatives are not affiliated.The Compass is a trademark of Ameriprise Financial, Inc.Ameriprise Financial Services, Inc., Member FINRA and SIPC.© 2022 Ameriprise Financial, Inc., All rights reserved.
Veterans Breakfast Date: Friday, November 11, 2022 Time: 8:00 AM - 10:00 AM EST Location: Wild Eggs, Westport Village, 1311 Herr Lane, Louisville, KY 40222 Hosted By: Encore Wealth Management Group Sponsored By: Donald M. Murphy, CAIA, Virtus Investment Partners Veterans, Encore Wealth Management Group would like to celebrate and honor your service to our country by inviting you and a guest to join us for breakfast on Veterans Day.
Economic Insights and the Psychology of Investing Date: Thursday, October 27, 2022 Time: 4:00 PM - 5:15 PM EDT ONLINE EVENT PASSCODE: Planning2022! Join this event online Presented By: Russell Price, Chief Economist - Ameriprise Financial; Mark Peterson, Director – BlackRock Investment Management - Not Affiliated Hosted By: Ameriprise Financial Services, LLC Join us for an exclusive opportunity to attend a virtual presentation on Thursday, Oct 27, 2022. The event is complimentary. Below are details about the event. Thursday, October 27th from 4:00 PM CT - 5:15 PM 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, Mark Peterson, Director BlackRock Investments, will share perspectives and present The Psychology of Investing. The session will focus on keeping calm amid market turbulence & keys to investment success. Click here to register Economic Insights and the Psychology of Investing This is an informational event. There is no cost or obligation. BlackRock 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. 4938848ACMR0922
Intergenerational Wealth Transfer Date: Tuesday, October 25, 2022 Time: 10:00 AM - 2:00 PM EDT Location: Kentucky Derby Museum, 704 Central Avenue, Second Floor Gallery, Louisville, KY 40208 Hosted By: Encore Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services LLC Sponsored By: Michael Armstrong, Goldman Sachs Asset Management; Christopher Milliken, Columbia Threadneedle Investments Encore Wealth Management Group would like to invite you, your family, friends and coworkers for an educational event with a panel of professionals to discuss the topic of Intergenerational Wealth Transfer. Planning for the future: An approach for your whole family. 10:00 a.m. Sign in10:30 a.m. Presentation begins After the panel discussion please stay for a Q&A session, lunch and a tour of the Kentucky Derby Museum and Churchill Downs. Panelists Include: Dean M. Donohue, MBA, CFP®, CRPC®, APMA®, Private Wealth Advisor, Encore Wealth Management Group Jonathan Smith, CFP®, CPA, CRPC®, APMA®, Private Wealth Advisor, Encore Wealth Management Group Courtney Yartz, CFP®, ChFC®, APMA®, Financial Advisor, Encore Wealth Management Group Rosalyn Carothers, J.D., Triplett & Carothers Kay Barrringer, Co-Owner, Transitioning Services Chris Bechtler, CPA, Bechtler, Parker & Watts This is an informational event. 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 with us and learning more about the comprehensive approach we take in helping clients address their financial goals. Invited panelists from Franklin Templeton, Triplett & Carothers, Homepage Realty, and associated representatives are not affiliated with Ameriprise Financial. Ameriprise Financial cannot guarantee future financial results. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.
Women's Wine and Canvas Date: Thursday, September 15, 2022 Time: 6:00 PM - 9:00 PM EDT Location: Whet Your Palette, 1415 Evergreen Road, Louisville , KY 40223 Presented By: Encore Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services LLC Hosted By: Encore Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services LLC Join us for an exclusive women's event! Enjoy painting a Fall picture while sipping on wine and snacking on cheeses and crackers. Invite your girlfriends! 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.There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC. 2021 Ameriprise Financial, LLC. All rights reserved.
Medicare: How it works Date: Wednesday, September 7, 2022 Time: 12:00 PM - 1:30 PM EDT Location: Encore Wealth Management Group, 9405 Mill Brook Rd, Louisville , KY 40223 Presented By: Mark Kleiner, Licensed Benefit Consultant, US HEALTH SOURCE - Preferred Insurance Group Hosted By: Encore Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services LLC Please join us for an informational bring-a-friend lunch and learn event. Client bring-a-friend events are created for our clients and their friends/family. Our objective is to create a comfortable environment to get introduced to people who are open to meeting with us and learning more about the comprehensive approach we take in helping clients address their financial goals. This is an information event. There is no cost or obligation.Preferred Insurance Group and its representatives are not affiliated with Ameriprise Financial.Investment products are not federally, or FDIC insured, 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.