Upcoming events

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 - Your Life, Your Legacy

EDT

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

Ada Rothrock, Pre-Planning Advisor and Veteran Benefit Specialist - Dignity Memorial

Encore Wealth Management Group

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

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 - 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.

Camping with Encore Wealth Management Group

EDT

CERA Sports Park & Campground, 3989 S 525 E, Columbus, IN 47203

Encore Wealth Management Group

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

October 11-13 at CERA Sports Park and Campground (aka CERALAND) in Columbus, IN!

CERALAND provides many things to do including hiking, biking, in-season canoeing/kayaking (BYO), miniature golf and driving range, fishing, disc golf, trap and skeet ranges, playgrounds, tennis and more.

The RV campsites allow for 1 RV or 2 tents. Amenities include 30/50 electric hookup, water hookup, shower houses, dump station, and restrooms. They also rent golf carts.

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

Encore will cover the cost of the campsite.

Check in 2:00 p.m. Friday, check out Sunday morning.

RSVP required as campsites are limited.

To reserve a spot: call us at 502.412.4050 or email us at laura.s.craig@ampf.com
RSVP Online

There is no cost or obligation.

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 - 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.

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 & Generational Wealth Conversations

EDT

Join this event online

Anthony Saglimbene, Chief Market Strategist - Ameriprise Financial; Doug Orton, CRPC®, Vice President, Business Development Consultant, MFS Fund Distributors, Inc., - Not Affiliated

Ameriprise Financial Services, LLC

Helping families successfully transfer wealth.

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 5pm – 6pm Eastern

Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with Ameriprise Financial for over 20 years and in this role he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth.

Registration Link: Ameriprise Virtual Client Event - May 2024

After you register, you will receive an email confirmation from MS Teams with your Registration ID and the link to join the seminar.

Thisis an informational event. There is nocost or obligation.

MFSand 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.

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.

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.

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!

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 - 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.

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.