Lunch & Learn - Medicare Basics Date: Thursday, March 5, 2026 Time: 12:00 PM - 1:30 PM EST Location: Encore Wealth Management Group, 9405 Mill Brook Rd Ste 101, Louisville, KY 40223 Presented By: Allison M. Harris, CSA, LTCP, President & Founder - Imagine Insurance Advisors Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC If you’re new to Medicare, or have been enrolled for years, you may have some questions. Join us for a lunch and learn on Medicare Basics, presented by Allison M. Harris, CSA, LTCP, President & Founder of Imagine Insurance Advisors To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Imagine Insurance 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.
Lunch & Learn - What's Different About Selling a Senior's Home Date: Thursday, April 9, 2026 Time: 12:00 PM - 1:30 PM EDT Location: Encore Wealth Management Group, 9405 Mill Brook Rd Ste 101, Louisville, KY 40223 Presented By: Kent Lee, Seniors Real Estate Specialist - Homepage Realty Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC 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 Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Homepage Realty 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.
Coffee & Conversations Date: Friday, May 8, 2026 Time: 8:30 AM - 9:30 AM EDT Location: Encore Wealth Management Group, 9405 Mill Brook Rd Ste 101, Louisville, KY 40223 Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a relaxed, come‑as‑you‑are gathering at our office, where coffee and good conversation are on the table — literally. This event is open to everyone, and we encourage you to bring a friend, family member, or coworker who might enjoy getting to know our team. It’s a great chance to introduce someone to who we are in a no-pressure setting. Whether you're curious about retirement planning, investments, taxes, or any financial topic that’s been on your mind, this is a perfect opportunity to ask questions and get guidance in an informal environment. Stop in, grab a cup of coffee, and chat with us. To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost orobligation. 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 Date: Thursday, May 14, 2026 Time: 12:00 PM - 1:30 PM EDT Location: Encore Wealth Management Group, 9405 Mill Brook Rd Ste 101, Louisville, KY 40223 Presented By: Sara Olivencia, Community Outreach Director - ElderCare 4 Families Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC 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 eldercare. To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Lunch & Learn: Debunking Myths - Not everything you know about senior living is true Date: Thursday, June 25, 2026 Time: 12:00 PM - 1:30 PM EDT Location: Encore Wealth Management Group, 9405 Mill Brook Rd Ste 101, Louisville, KY 40223 Presented By: Jeff Crittenden, Certified Senior Advisor® - Oasis Senior Advisors Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC If you’ve thought about assisted living for yourself or a loved one, you may have some preconceptions about what that means. To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. 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.
Lunch & Learn - Your Life, Your Legacy Date: Tuesday, August 11, 2026 Time: 12:00 PM - 1:30 PM EDT Location: Encore Wealth Management Group, 9405 Mill Brook Rd Ste 101, Louisville, KY 40223 Presented By: Ada Rothrock, Pre Planning Advisor, Veteran Burial Benefit Specialist - Dignity Memorial Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a Lunch & Learn to hear about 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 Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Coffee & Conversations Date: Friday, August 14, 2026 Time: 8:30 AM - 9:30 AM EDT Location: Encore Wealth Management Group, 9405 Mill Brook Rd, Ste 101, Louisville, KY 40223 Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a relaxed, come‑as‑you‑are gathering at our office, where coffee and good conversation are on the table — literally. This event is open to everyone, and we encourage you to bring a friend, family member, or coworker who might enjoy getting to know our team. It’s a great chance to introduce someone to who we are in a no-pressure setting. Whether you're curious about retirement planning, investments, taxes, or any financial topic that’s been on your mind, this is a perfect opportunity to ask questions and get guidance in an informal environment. Stop in, grab a cup of coffee, and chat with us. To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost orobligation. 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.
Coffee & Conversations Date: Friday, November 20, 2026 Time: 8:30 AM - 9:30 AM EST Location: Encore Wealth Management Group, 9405 Mill Brook Rd, Ste 101, Louisville, KY 40223 Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a relaxed, come‑as‑you‑are gathering at our office, where coffee and good conversation are on the table — literally. This event is open to everyone, and we encourage you to bring a friend, family member, or coworker who might enjoy getting to know our team. It’s a great chance to introduce someone to who we are in a no-pressure setting. Whether you're curious about retirement planning, investments, taxes, or any financial topic that’s been on your mind, this is a perfect opportunity to ask questions and get guidance in an informal environment. Stop in, grab a cup of coffee, and chat with us. To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost orobligation. 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.
Widows Valentine's Day Luncheon Date: Friday, February 13, 2026 Time: 12:00 PM - 1:00 PM EST Location: Corner Cafe, 9307 New La Grange Rd, Louisville, KY 40242 Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Valentine’s Day can be a difficult time when you’ve lost the one you love. We warmly invite widows to share a meal and companionship with us this February. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Coffee & Conversations Date: Friday, February 13, 2026 Time: 8:30 AM - 9:30 AM EST Location: Encore Wealth Management Group, 9405 Mill Brook Rd, Ste 101, Louisville, KY 40223 Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a relaxed, come‑as‑you‑are gathering at our office, where coffee and good conversation are on the table — literally. This event is open to everyone, and we encourage you to bring a friend, family member, or coworker who might enjoy getting to know our team. It’s a great chance to introduce someone to who we are in a no-pressure setting. Whether you're curious about retirement planning, investments, taxes, or any financial topic that’s been on your mind, this is a perfect opportunity to ask questions and get guidance in an informal environment. Stop in, grab a cup of coffee, and chat with us. 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.
Lunch & Learn - How new tax law changes may impact you Date: Thursday, January 29, 2026 Time: 12:00 PM - 1:00 PM EST Location: Indiana Wesleyan University, 1500 Alliant Ave, Louisville Education Center, Louisville, KY 40299 Presented By: Patrick Ritter, CFP®, APMA®, BFA™, Financial Advisor Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services The One Big Beautiful Bill Act, signed into law in July 2025, introduces sweeping changes to the U.S. tax code that could impact how you plan for taxes and manage your finances. Join us for lunch and an overview session where we’ll highlight what you need to know about the One Big Beautiful Bill Act and its potential impact on tax filers, parents, families, retirees and eligible workers. This is an informational seminar. There is no cost orobligation. Associates in Accounting, CPA 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Friday, January 9, 2026 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Jonathan P Smith, CFP®, CPA, CRPC™, APMA®, BFA™, Private Wealth Advisor - Encore Wealth Management Group Hosted By: Encore Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. This is an informational seminar. There is no cost or obligation. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.
Take 10 - Second to Die: Disinheriting the IRS Date: Friday, December 12, 2025 Time: 12:15 PM - 12:30 PM EST Join this event online Presented By: Courtney Yartz, CFP®, ChFC®, APMA™, Private Wealth Advisor - Encore Wealth Management Group Hosted By: 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. 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.