Upcoming events

A guide to teaching financial responsibility

  • Matt Poulos, Private Wealth Advisor - Fidant Wealth Partners
  • Matt Poulos, Fidant Wealth Partners

By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:

  • Why it's important to raise financially responsible children
  • Financial basics to share with your children during key ages
  • How the examples you set and the habits your children create have lasting implications on the entire family
To reserve a spot: call us at 859.341.1841 or email us at charity.m.flynn@ampf.com

Trunk-or-Treating!

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

Bring your family to our Crestview Hills office for a fun, family friendly trunk-or-treating event! Our team will have their vehicles decorated with festive themes as they pass out candy. We will have light refreshments and some festive treats! Please wear a mask and observe social distancing. Registration is required.

To reserve a spot: call us at 859.341.1841 or email us at charity.m.flynn@ampf.com

Five things to know about Medicare

  • Doug Kisker, Private Wealth Advisor - Fidant Wealth Partners
  • Doug Kisker, Fidant Wealth Partners

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs can than arise. During this complimentary seminar we'll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement
To reserve a spot: call us at 859.341.1841 or email us at caroline.kisker@ampf.com

A guide to teaching financial responsibility

  • Matt Poulos, Private Wealth Advisor - Fidant Wealth Partners
  • Matt Poulos, Fidant Wealth Partners

By instilling healthy financial habits in your children, you're providing them with the tools they need to become financially independent. In this complimentary session we'll discuss:

  • Why it's important to raise financially responsible children
  • Financial basics to share with your children during key ages
  • How the examples you set and the habits your children create have lasting implications on the entire family
To reserve a spot: call us at 859.341.1841 or email us at charity.m.flynn@ampf.com

Past events

Planning for the future: An approach for the whole family

  • Doug Kisker, CRPC®, APMA®, Doug Kisker, CRPC®, APMA® - Fidant Wealth Partners
  • Fidant Wealth Partners

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary seminar will:

  • Help you consider what leaving a legacy means
  • Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations
  • Highlight how an advisor can help you work through important financial issues with your family and loves ones

Introduce the benefit of financial wellness to your employees

  • Doug Kisker, CRPC®, APMA®, Private Wealth Advisor
  • Fidant Wealth Partners

Investing in your employees is an investment in your bottom line. The right benefits package can go a long way to improve recruiting efforts, increase retention rates, productivity and morale within your organization. What if you could boost their financial confidence AND help increase productivity? Join us for a webinar as we discuss the basics of our Financial Wellness program and the opportunity it can create for your company.

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

Timely insights and information during market volatility

  • Doug Kisker, CRPC®, APMA®, Private Wealth Advisor - Fidant Wealth Partners
  • Doug Kisker, CRPC®, APMA®

During this complimentary seminar, you'll learn:

  • History of financial strength and our focus on clients
  • The latest economic outlook
  • Staying focused on long-term goals
  • How we can work virtually

Investment products are not federally or FDIC-insured, 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.