Lunch and Learn: Prepare, Don't Predict Date: Wednesday, June 7, 2023 Time: 12:00 PM - 1:30 PM EDT Location: Encore Wealth Management Group, 9405 Mill Brook Road, Suite 101, Louisville, KY 40223 Presented By: Joseph Grande, Vice President, Regional Sales Coordinator - PGIM INvestments Hosted By: Encore Wealth Management Group The concept of market volatility can cause feelings of fear, panic and anxiety in some investors. While those feelings are completely understandable, investors shouldn't fear volatile markets. By deepening your understanding of market volatility, you can better manage your emotions and focus on the long-term. We’d like to invite you to join us for a lunch and learn, Prepare, Don’t Predict, presented by Joseph Grande, Vice President, Regional Sales Coordinator PGIM Investments. 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 This is an informational seminar. There is no cost or obligation. PGIM Investments 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.
Lunch and Learn: Behavioral Finance Date: Tuesday, July 18, 2023 Time: 12:00 PM - 1:30 PM EDT Location: Encore Wealth Management Groupq, 9405 Mill Brook Rd, Suite 101, Louisville, KY 40223 Presented By: Dennis DiTullio, Advisor Consultant - Ohio and Kentucky - First Eagle Investments Hosted By: Encore Wealth Management Group • Understand how emotions and human behaviors can impact investment decisions • Instill healthy financial behaviors • Focus on goals and not 24-hour news cycle 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 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. This is an informational event. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, Inc. 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.
Autumn Shred Day Date: Saturday, October 21, 2023 Time: 9:30 AM - 12:30 PM EDT Location: Encore Wealth Management Group and Associates in Accounting, 9405 Mill Brook Road, Parking Lot, Louisville, KY 40223 Hosted By: Encore Wealth Management Group and Associates in Accounting, CPA Jon us for our autumn community shed day event! KnightHorst will be on-site to securely dispose of your sensitive documents at no cost to you. For more information: call us at 502.412.4050 or email us at encorewealthmanagementgroup@ampf.com Share Facebook LinkedIn Twitter Text message Add to Calendar iCalendar Google Calendar Yahoo! Calendar There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Associates in Accounting CPA is not affiliated with Ameriprise Financial.
Lunch and Learn: What's Different About Selling a Senior's Home Date: Tuesday, May 16, 2023 Time: 12:00 PM - 1:30 PM EDT Location: Encore Wealth Management Group, 9405 Mill Brook Rd, Suite 101, Louisville, KY 40223 Presented By: Kent Lee, Seniors Real Estate Specialist - Homepage Realty Hosted By: Encore Wealth Management Group Whether planning for your future, or the future of a loved one, it’s never too early to start thinking about what happens when it’s time to move as a senior. 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.This is an informational event. There is no cost or obligation. Homepage Realty and its representatives are not affiliated with Ameriprise Financial. The Compass is a trademark of Ameriprise Financial, Inc. 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.
Floral Design Date: Thursday, May 11, 2023 Time: 6:00 PM - 8:00 PM EDT Location: Northeast Regional Library, 15 Bellevoir Circle, Big Meeting Room, Louisville, KY 40223 Presented By: Rebecca Schulte, Florist Hosted By: Encore Wealth Management Group Just in time for Mother's Day, join us for a class in flower arrangements led by florist, Rebecca Schulte. 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. 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.
Global Market Update featuring Ted Truscott, CEO of Columbia Threadneedle Investments Date: Tuesday, May 2, 2023 Time: 4:00 PM - 5:00 PM EDT Join this event online Presented By: Ted Truscott, Columbia Threadneedle Investments - Affiliated Hosted By: Ameriprise Financial Services, LLC Join us for an exclusive opportunity to attend a virtual presentation on May 2, 2023. The event is complimentary. Below are details about the event. Tuesday, May 2nd from 4:00 – 5:00 Eastern Time Ted Truscott is the Chief Executive Officer of Columbia Threadneedle Investments, a leading global asset manager that provides a broad range of actively managed investment strategies and solutions for individual, institutional, and corporate clients around the world, will be giving us a Global Market Update. Truscott serves on several boards across the Columbia Threadneedle and Ameriprise Financial businesses. In addition, he serves on the Investment Company Institute’s Board of Governors, as Vice Chair of the Board of Trustees of Middlebury College, and as Chair of the Board of Directors of The Greater Boston Food Bank. Truscott earned a bachelor’s degree in East Asian studies from Middlebury College and an MBA in finance from New York University’s Stern School of Business. Click here to register: Global Market Update featuring, CEO of Columbia Threadneedle Investments. Ted TruscottAfter you register, you will receive an email confirmation from WebEx with your Registration ID and the link to join the seminar. You will receive a reminder prior to the event along with access instructions. If you don’t receive the emails, please check your junk, or spam folder. This is an informational event. There is no cost or obligation. Columbia Threadneedle Investments is 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.5492208ACMR0323
Spring Shred Day Date: Saturday, April 29, 2023 Time: 9:30 AM - 12:30 PM EDT Location: Encore Wealth Management Group and Associates in Accounting, 9405 Mill Brook Road, Parking lot, Louisville, KY 40223 Hosted By: Encore Wealth Management Group and Associates in Accounting, CPA Jon us for our spring community shed day event! KnightHorst will be on-site to securely dispose of your sensitive documents at no cost to you. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Associates in Accounting CPA is not affiliated with Ameriprise Financial.
Markets Update and Dinner with Russell Price Date: Thursday, April 27, 2023 Time: 6:00 PM - 8:00 PM EDT Location: The Seelbach Hilton Louisville, 500 South Fourth Street, Grand Ballroom, Louisville, KY 40202 Presented By: Russell Price, CFA , Chief Economist for Ameriprise Financial Hosted By: Encore Wealth Management Group Sponsored By: Doran Eisenscher, Voya; Kyle Bruchmiller, Hines Securities; Pat Kelly, Federated Hermes; Andrew Nepomuceno, American Century; Andrew Payne, Janus Henderson; Tony Iskandar, MFS Please join us for dinner and a markets update by Russell Price, CFA. Chief Economist for Ameriprise Financial. This is an informational seminar. 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. 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. The Compass is a trademark of Ameriprise Financial, Inc. 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.