Upcoming events

Market and Economic Update

EST

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

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.
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.

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.

Past events

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.

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.

Virtual Event- Economic Update & Technology Investing – Is AI opportunity or hype?

EST

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Russell Price, Chief Economist for Ameriprise Financial; Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments - Affiliated

Ameriprise Financial Services, LLC

Join us for a virtual presentation on Thursday – Nov 20th, 2025. The event is complimentary. Below are details about the event.

Thursday, November 20th: 5pm – 6pm Eastern Time.

Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

In fact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end.

He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.

Is AI opportunity or hype? Luke Coogan – Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios.

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

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

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing

Veterans Breakfast

EST

Heitzman Traditional Bakery and Deli, 9426 Shelbyville Rd , Louisville, KY 40222

Encore Wealth Management Group

To honor your service to our country, all veterans and their guests are invited to join us for breakfast on Veterans Day.

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.

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.

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.

Ways to Protect Your Money and Other Assets from Fraudsters

EDT

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

Join this event online

Special Agent Jarrad Roby - IRS Criminal Investigation Department, Kentucky Elder Justice Task Force

Encore Wealth Management Group, Jeffersontown Chamber of Commerce

The conversation will focus on essential strategies to safeguard your finances and other assets from fraudsters both domestic and abroad; what to look out for and what to do if it happens to you or someone you know. Special Agent Jarrad Roby serves on Kentucky’s Elder Justice Task Force and has extensive experience in investigating complex, ever-evolving schemes targeting innocent victims’ funds.

This seminar is available both in person and online.

To attend virtually you must register via the button that says "Join this event online" to get the link to join the webinar.

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