Upcoming events

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 - Affiliated

Ameriprise Financial Services, LLC

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.

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

For more information: call us at 859.341.1841 or email us at caroline.kisker@ampf.com
RSVP Online

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.

This event is sponsored by Columbia Threadneedle Investments, an Ameriprise affiliate.

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.

8367686ACMR0925

16th Annual Toy Drive Collection

EST

Fidant Wealth Partners, 740 Centre View Boulevard, Crestview Hills, KY 41017

Fidant Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please consider donating to our 16th annual toy drive benefitting local tri-state families in need, now through Wednesday December 10th. All items will be delivered to the Welcome House of Northern Kentucky. Please consider dropping off new unwrapped gifts the next time you’re in the area.

Collection dates: November through December 10th

Items needed: Toys, activity sets, dress-up items, books, teen items, stocking stuffers

Office locations (please call or email ahead):

- 740 Centre View Blvd. Crestview Hills, KY 41017

- 4760 Red Bank Rd. Cincinnati, OH 45227

If you aren't local and you would still like to donate, you can donate through Amazon and deliver to our office. Please make sure to include who the donation is from.

For more information: call us at 859.341.1841 or email us at fidantwealthpartners@ampf.com

There is no obligation. We are not able to accept cash or check donations at our office.

Past events

8,000 Days

EDT

You must RSVP to receive access credentials for this event or seminar.

Kevin Eberly , Regional Vice President - Hartford Funds

Fidant Wealth Partners

Hartford Funds

Retirement if often looked at as an end – the end of a career or the final stage in one’s life. But if you’re looking at retirement as the end goal, you might not be preparing the best way. With longer life spans today than ever before, how will you prepare for your 8,000 days of retirement? During this session we’ll discuss

· The 8,000 day life segments

· The four phases of retirement and important considerations of each

· How to prepare for your 8,000 day retirement

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.

Retain Your Brain: How to age-proof your most valuable asset

EDT

You must RSVP to receive access credentials for this event or seminar.

Kevin Eberly, Regional Vice President - Hartford Funds

Fidant Wealth Partners

Hartford Funds

During this complimentary session, we’ll discuss action steps you can take to protect your brain and optimize your brain health today and tomorrow so you can remain the best version of yourself. We’ll explore:

· Your Age vs your Brain’s Age

· The Importance of Brain Health

· How to Age-Proof Your Brain

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.