Upcoming events

Legacy Seminar - What Happens Financially When You Die

EDT

Indiana Wesleyan University, Louisville Conference Center, 1500 Alliant Ave, Louisville, KY 40299

Join this event online

Cheryl Bruner, Attorney - Pitt & Emison

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

We hope you and your family will join us for a series of seminar presentations covering different aspects of Legacy.

Join us in person or online for a presentation on What Happens Financially When You Die. Please note, if you would like to attend virtually you must register via the link that says "Join this event online" to receive the link to join the webinar.
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. Pitt & Emison and its representatives are 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.

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.

Lunch & Learn – Guardianship and How to Avoid it with Good Estate Planning

EDT

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

Misty Vantrease, Attorney - Kentucky ElderLaw PLLC

Encore Wealth Management Group

Join us for a lunch and an educational presentation on the topic of Guardianship.

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. Kentucky ElderLaw PLLC and its representatives are 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.

Take 10 - How Investments are Inherited

EDT

Join this event online

Jonathan P Smith, CFP®, CPA, CRPC™, APMA™, Private Wealth Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

Take 10 minutes out of your busy day for a brief educational webinar on How Investments are Inherited.

Invite your family, friends, and coworkers.

Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.

For more information: call us at 502.412.4050 or email us at cindy.deininger@ampf.com

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

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.

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.

Legacy Seminar - The Quality of Life

EDT

Indiana Wesleyan University, Louisville Conference center, 1500 Alliant Ave, Louisville, KY 40299

Join this event online

Jennifer McFarland, Divisional Sales Manager - Hartford Funnds

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

We hope you and your family will join us for a series of seminar presentations covering different aspects of Legacy.

Join us in person or online for a presentation on The Quality of Life.

Please note, if you would like to attend virtually you must register via the link that says "Join this event online" to receive the link to join the webinar.

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.

Hartford Funds and its representatives are 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.

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.

Lunch & Learn - Your Life, Your Legacy

EDT

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

Ada Rothrock, Pre-Planning Advisor - Dignity Memorial

Encore Wealth Management Group

Join us for lunch and an informational presentation on how you can protect your loved ones by pre-planning what happens to you when you pass away.

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.

Dignity Memorial 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.

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, President - 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.

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

We are very fortunate to have Mark Kleiner, President of U.S. Health Source as our presenter to discuss this important topic. Mark is a Licensed Benefit Consultant and broker with 32 years of experience.

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. US Health Source 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.

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.

Take 10 - Donor-Advised Funds

EDT

Join this event online

Courtney Yartz, CFP®, ChFC®, APMA™, Private Wealth Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

Take 10 minutes out of your busy day for a brief educational webinar on Donor-Advised Funds.

Invite your family, friends, and coworkers.

Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.

For more information: call us at 502.412.4050 or email us at cindy.deininger@ampf.com

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

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.

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.

Legacy Seminar - Legacy Investment Strategies

EDT

Indiana Wesleyan University - Louisville Conference Center, 1500 Alliant Ave, Louisville, KY 40299

Join this event online

Chase M Donohue, CFP®, CRPC™, APMA™, Financial Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

We hope you and your family will join us for a series of seminar presentations covering different aspects of Legacy.

Join us in person or online for a presentation on Legacy Investment Strategies.Please note, if you would like to attend virtually you must register via the link above that says "Join this event online" to receive the link to join the webinar.
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.

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.

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.

Take 10 - Personal vs Corporate Trustees

EDT

Join this event online

Chase M Donohue, CFP®, CRPC™, APMA™, Financial Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

Take 10 minutes out of your busy day for a brief educational webinar on trustees.

Invite your family, friends, and coworkers.

Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.

For more information: call us at 502.412.4050 or email us at cindy.deininger@ampf.com

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

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.

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.

Legacy Seminar - Smart Beneficiary Planning

EDT

Indiana Wesleyan University - Louisville Conference Center, 1500 Alliant Ave, Louisville, KY 40299

Join this event online

Patrick Ritter, CFP®, APMA™, Financial Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

We hope you and your family will join us for a series of seminar presentations covering different aspects of Legacy.

Join us in person or online for a presentation on Smart Beneficiary Planning.

Please note, if you would like to attend virtually you must register via the link above that says "Join this event online" to receive the link to join the webinar.

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

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

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.

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.

Camping with Encore Wealth Management Group

EDT

4 Guys RV Park, Red River Gorge, 10137 Campton Rd, Stanton, KY 40380

Encore Wealth Management Group

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

October 17-19 at 4 Guys RV Park at Red River Gorge in Stanton, KY!

In addition to all the activities that the Gorge offers, 4 Guys RV Park provides many things to do as well, including stocked fishing pond and creek, frisbee golf, hiking areas, basketball court, and playgrounds.

The RV campsites allow for 1 RV or 2 tents on each site. Amenities include FULL hookup sites with 30/50 electric-amp service/water/sewer, bathhouse, pet friendly, and free Wi-Fi.

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

Encore will cover the cost of the campsite.

Check in Friday, check out Sunday morning.

RSVP required as campsites are limited.

Contact Laura at our office for questions and to RSVP.

For more information: call us at 502.412.4050 or email us at Laura.S.Craig@ampf.com

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.

Shred Day

EDT

Encore Wealth Management group and Associates in Accounting, 9405 Mill Brook Rd, Louisville, KY 40223

Encore Wealth Management Group, Associates in Accounting, CPA

From 9:30 a.m. to 12:30 p.m. please join Encore Wealth Management Group and 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.

Please feel free to share this event with your friends, family, neighbors, coworkers, and anyone else who would like to shred their documents as well.

For more information: call us at 502.412.4050 or email us at cindy.deininger@ampf.com

There is no cost or obligation. Associates in Accounting, CPA is not affiliated with Ameriprise Financial.

Take 10 - The Importance of Having Family Meetings

EST

Join this event online

Courtney Yartz, CFP®, ChFC®, APMA™, Private Wealth Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

Take 10 minutes out of your busy day for a brief educational webinar on The Importance of Having Family Meetings.

Invite your family, friends, and coworkers.

Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.

For more information: call us at 502.412.4050 or email us at cindy.deininger@ampf.com

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

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.

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.

Take 10 - Second to Die: Disinheriting the IRS

EST

Join this event online

Courtney Yartz, CFP®, ChFC®, APMA™, Private Wealth Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

Take 10 minutes out of your busy day for a brief educational webinar on the Second to Die.

Invite your family, friends, and coworkers.

Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.

For more information: call us at 502.412.4050 or email us at cindy.deininger@ampf.com

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

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.

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.

Past events

Take 10 - Power Of Attorney and Trusted Contact Persons

EDT

Join this event online

Courtney Yartz, CFP®, ChFC®, APMA™, Private Wealth Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

Take 10 minutes out of your busy day for a brief educational webinar on Power Of Attorney and Trusted Contact Persons.

Invite your family, friends, and coworkers.

Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.

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

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.

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.

Lunch & Learn - Debunking Myths: Not everything you know about assisted living is true

EDT

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

Amy Crittenden, Certified Senior Advisor® - Oasis Senior Advisors

Encore Wealth Management Group

If you’ve thought about assisted living for yourself or a loved one, you may have some preconceptions about what that means. Join us for lunch and a presentation on debunking those myths.

This is an informationalseminar. There is no cost orobligation.

Oasis Senior Advisors 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.

Legacy Seminar - Smart Charitable Giving

EDT

Indiana Wesleyan University, Louisville Conference Center, 1500 Alliant Ave, Louisville, KY 40299

Join this event online

Dean M Donohue, Private Wealth Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.

A series dedicated to legacy planning.

We hope you and your family will join us for a series of seminar presentations covering different aspects of Legacy.

Join us in person or online for a presentation on Smart Charitable Giving.

Please note, if you would like to attend virtually you must register via the link above that says "Join this event online" to receive the link to join the webinar.

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

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.

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.

Take 10 - Beneficiary Designations

EDT

Join this event online

Courtney Yartz, CFP®, ChFC®, APMA™, Private Wealth Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Your legacy is a family affair.
A series dedicated to legacy planning.

Take 10 minutes out of your busy day for a brief educational webinar on Beneficiary Designations.

Invite your family, friends, and coworkers.

Please note, you must register via the link above that says "Join this event online" to receive the link to join the webinar.

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

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.

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.

Lunch & Learn - Elder Care for Families

EDT

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

Sara Olivencia, Community Outreach Director - ElderCare 4 Families

Encore Wealth Management Group

When it comes to finding the best care for ourselves or loved ones, the amount of information available can be overwhelming, so we’d like to invite you to a lunch and an informational session on the options available for elder care.

This is an informational seminar. There is no cost or obligation. ElderCare 4 Families and their representatives 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.