Upcoming events

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
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.

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.

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.

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.

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.

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.

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

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.

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

EST

Join this event online

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.

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

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

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 - 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.

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.

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 - 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.

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 – 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.

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.

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.

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.