Upcoming events

Family Christmas Movie - Elf

EST

Cinemark Tinseltown, 4400 Towne Center Drive, Louisville, KY 40241

Encore Wealth Management Group

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

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.

Past events

Veterans Breakfast

EST

Wild Eggs, Westport Village, 1311 Herr Lane, Louisville, KY 40222

Encore Wealth Management Group

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

EDT

Planning2022!

Join this event online

Russell Price, Chief Economist - Ameriprise Financial; Mark Peterson, Director – BlackRock Investment Management - Not Affiliated

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

EDT

Kentucky Derby Museum, 704 Central Avenue, Second Floor Gallery, Louisville, KY 40208

Encore Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services LLC

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 in
10:30 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

EDT

Whet Your Palette, 1415 Evergreen Road, Louisville , KY 40223

Encore Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services LLC

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

EDT

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

Mark Kleiner, Licensed Benefit Consultant, US HEALTH SOURCE - Preferred Insurance Group

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.