Upcoming Events

Strategies for Social Security Seminar

  • Karen Ireland, Business Development Consultant - MFS Fund Distibutors, Inc.
  • Orth Financial Group, A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • MFS Investment Management

Preparing for Retirement – Social Security

Presented by: Karen Ireland, Business Development Consultant, MFS Fund Distributors, Inc.

The presentation will focus on these areas:

  • How retirement benefits are calculated
  • Benefits for married couples and divorcees
  • Advanced claiming strategies for married couples
  • Taxes and your retirement plan

Gathering Reception with Hors D'oeuvres, beer & wine 5:30 pm

Presentation 6:30 pm

Consider how this information could help someone you know and invite them to join us.

All are welcome. Seating is limited.

Registration Required by 2/20/20

To reserve a spot: call us at 302.475.5105 or email us at joanna.c.pirhalla@ampf.com

This is an informational seminar. There is no cost orobligation.

This seminar is sponsored by MFS Investment Management.

MFS Investment Management and its representatives are notaffiliated with Ameriprise Financial.

Ameriprise Financial, Inc. and its affiliates do not offertax or legal advice. Consumers should consult with their tax advisor orattorney regarding their specific situation.

Past Events

Quarterly Webinar Series

  • Christopher Scales, Vice President – Client Advisor - J.P. Morgan Asset Management
  • Kimberlee M. Orth, CFP®, Private Wealth Advisor, Orth Financial Group
  • J.P. Morgan Asset Management

We are pleased to host JP Morgan’s Guide to the Markets for first quarter 2020 as part of the Orth Financial Group quarterly webinar series.

The presentation will focus on these areas:

  • Today’s economic landscape
  • U.S. Markets
  • Global outlook

TO VIEW THE WEBINAR PRESENTATION: CLICK HERE

THEN,TO HEAR THE AUDIO PORTION:

Dial: 1-800-697-5978 US Toll-Free

Passcode: 6083699 #

Click here to view the 1Q 2020 Guide to the Markets booklet.

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

JP Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

* Barron’s® listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s®. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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 of value.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

Client Appreciation Event

  • Orth Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Orth Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Please join Orth Financial Group this holiday season for a Private Movie Screening

Movie Title: A Beautiful Day in the Neighborhood

Tom Hanks portrays Mister Rogers in A BEAUTIFUL DAY IN THE NEIGHBORHOOD, a timely story of kindness triumphing over cynicism, based on the true story of a real-life friendship between Fred Rogers and journalist Tom Junod. After a jaded magazine writer (Emmy winner Matthew Rhys) is assigned a profile of Fred Rogers, he overcomes his skepticism, learning about empathy, kindness, and decency from America's most beloved neighbor.

Clients, children and grandchildren are welcome. First come first served.

Screening Date: Tuesday, 12/18/2019

Rating: PG (for some strong thematic material, a brief fight, and some mild language)

Genre: Drama

Directed By: Marielle Heller

Written By: Micah Fitzerman-Blue, Noah Harpster

In Theaters: Nov 22, 2019 Wide

Runtime: 108 minutes

Studio: TriStar Pictures

Screening Time:

Auditorium Access Starts: 6:30pm Movie Start Time: 7:00pm

Access Ends: 9:00pm

Each guest will be provided a voucher good for 1 small popcorn and 1 small drink.

There is no cost or obligation for this event.

Quarterly Webinar Series

  • Christ Scales, Vice President, Client Advisor - JP Morgan Asset Management
  • Orth Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
  • JP Morgan Asset Management

We are pleased to host JP Morgan’s Guide to the Markets for fourth quarter 2019 as part of the Orth Financial Group quarterly webinar series.

The presentation will focus on these areas:

  • Today’s economic landscape
  • U.S. Markets
  • Global outlook

TO VIEW THE WEBINAR PRESENTATION: CLICK HERE

THEN,TO HEAR THE AUDIO PORTION:

Dial: 1-800-697-5978 US Toll-Free

Passcode: 8521 340 #

Click here to view the 4Q 2019 Guide to the Markets booklet.

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

JP Morgan Asset Management and its representatives are not affiliated with Ameriprise Financial.

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 of value.

International investing involves increased risk and volatility due to potential political and economic instability, currency fluctuations and differences in financial reporting and accounting standards and oversight. Risks are particularly significant in emerging markets.

National Day of Service

  • Orth Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Come spend the day making a difference in our community. Please join us for the National Day of Service.

Seminar for Women: Your Journey. Your Mission.

  • Orth Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

5:00 p.m. Reception and gathering

6:00 p.m. Dinner and seminar

You and your guests are invited to a seminar for women.

MY CAMINO

Presented by Kimberlee M. Orth, CFP®, Private Wealth Advisor, Orth Financial Group

Kim will share experiences from her recent Camino de Santiago pilgrimage across Spain.

ENERGY FOR PERFORMANCE

Presented by Diane Snowden, NE Divisional Director, Janus Henderson Investors

You’ll learn actionable tools that you can use to manager your energy and stress, as well as help you build everyday rituals for success.

Space is limited. Please RSVP with your name and the names of your guests by 9/26/19.

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

Janus Henderson and their representatives are not affiliated with Ameriprise Financial.