Upcoming events

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.

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.

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.

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!

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

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.

Lunch & Learn - What's Different About Selling a Senior's Home

EDT

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

Kent Lee, Seniors Real Estate Specialist - Homepage Realty

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.

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.

Homepage Realty and their representatives 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 & Learn - Probate

EDT

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.

Lunch & Learn – Estate Planning

EDT

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

Cheryl Bruner, Attorney - Pitt & Emison

Encore Wealth Management Group

It’s always the right time to think about the future for you and your loved ones.

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

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 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 - 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.

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.

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.

Lunch & Learn – Estate Planning

EDT

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

Cheryl Bruner, Attorney - Pitt & Emison

Encore Wealth Management Group

It’s always the right time to think about the future for you and your loved ones.

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

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 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.

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!

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

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.

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.

Past events

Lunch & Learn - Discerning Retirement

EST

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

Melanie-Pr?jean Sullivan, DMin

Encore Wealth Management Group

Contemplating your retirement beyond finances?

In addition to analyzing our financial portfolios to determine when to retire and how to prepare for our adventures after our income-producing years, many find it helpful to analyze their spiritual portfolios to discover the resources we will need for a satisfying retirement.

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

Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.

Bellarmine University and their 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 & 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.

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.

Market and Economic Update

EST

Encore1!

Join this event online

Dean M. Donohue, MBA, CFP®, CRPC™, APMA™, Private Wealth Advisor - Encore Wealth Management Group

Encore Wealth Management Group

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

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 Financially Confident Woman

EST

Join this event online

Tara Eisenbeis, CLTC, Senior Regional Vice President - RiverSource

Encore Wealth Management Group

First join us for a presentation on The Financially Confident Woman which covers special financial considerations for women.

Presented by:

Tara Eisenbeis, CLTC, Senior Regional Vice President, RiverSource

And stick around after the presentation for a unique online Christmas shopping experience exclusively for attendees, presented by Sash & Bow , an online boutique based out of Lexington, Kentucky that provides the latest accessories and fashion apparel at affordable prices.

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

RiverSource is an affiliate of Ameriprise Financial.

VARIABLE ANNUITIES AND INSURANCE

ARE NOT A DEPOSIT • ARE NOT FDIC INSURED • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • ARE NOT BANK, CREDIT UNION OR SAVINGS & LOAN GUARANTEED • MAY LOSE VALUE

Variable annuities are insurance products that are complex long-term investment vehicles that are subject to market risk, including the potential loss of principal invested. Before you invest, be sure to ask your financial professional about the variable annuity’s features, benefits, risks and fees, and whether the variable annuity is appropriate for you, based on your financial situation and objectives.

Before you purchase a life insurance policy or annuity contract, be sure to ask your financial advisor to explain the features, product is appropriate for you based upon your financial situation and objectives.

The Ameriprise Financial Services, LLC insurance agency license number is ‘CA License #0684538’.

Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Economic Insights & The Principles of Long-Term Investing Resilience

EST

Join this event online

Russell Price, Chief Economist for Ameriprise Financial; Doug Orton, CRPC®, Vice President, Business Development Consultant, MFS Fund Distributors, Inc. - Not Affiliated

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – November 16th, 2023.
The event is complimentary.Below are details about the event.

Thursday, November 16th, 2023: 5pm – 6pm Eastern

Russell Price, Chief Economist for Ameriprise Financial will share 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, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present The Principles of Long-Term Investing Resilience. The session will focus guiding investing principles to help clients stay focused on their long-term goals.

After 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.

MFS 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.