Events

Three Keys of a Great Retirement

Ruth Tongen, Certifed Professional Retirment Coach

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

Please join us for drinks and light hors d’oeuvres.

In the past, images of retirement have centered around leisure, traveling and golfing. However, as the average lifespan has increased, the average length of retirement has also increased. We are discovering more about the dimensions of living in retirement that are the best predictors of a healthy next chapter and greater longevity.

Come join our evening where you will learn:
• What the data is telling us about the physical, mental, and emotional outcomes during retirement over the last 30 years.
• Areas of focus we don’t commonly think about when we are doing retirement planning.
• The stages of retirement and the important focus and challenge of each.
• The three main keys to preparing for and living through a healthier, more fulfilling retirement.

Ruth Tongen is a Certified Professional Retirement Coach who helps her clients design and live retirement years with more purpose, delight and better health. Ruth is also a registered nurse, a credentialed human resources practitioner specializing in strategy and change and has a master’s degree in Chinese medicine. She combines her varied knowledge and background to help her clients smooth their transition into retirement, thinkin new ways about the possibilities ahead of them, and then make it happen.

To reserve a spot: call us at 302.475.5105, or email us at joanna.c.pirhalla@ampf.com or make your reservations online

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

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

The Compass is a trademark of Ameriprise Financial, Inc.

AmeripriseFinancial Services, Inc., Member FINRA and SIPC.

©2019 Ameriprise Financial, Inc. All rights reserved.

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National Day of Service

Orth Financial Group, a private wealth 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.

To reserve a spot: email us at joanna.c.pirhalla@ampf.com or make your reservations online

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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.

To reserve a spot: email us at joanna.c.pirhalla@ampf.com or make your reservations online

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Past Events

Quarterly Webinar Series

Christopher Scales, Vice President - Client Advisor - JP Morgan Asset Management

Kimberlee M. Orth, CFP®, Private Wealth Advisor

We arepleased to host JP Morgan’s Guide to theMarkets for first 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

JP Morgan Asset Management

Disclosures

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 registeredCFP (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, orguaranteed by any financial institution, and involve investment risks includingpossible 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.

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

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

Movie Title: Mary Poppins Returns

In Disney’s “Mary Poppins Returns,” an all new original musical and sequel, Mary Poppins is back to help the next generation of the Banks family find the joy and wonder missing in their lives following a personal loss. Emily Blunt stars as the practically-perfect nanny with unique magical skills who can turn any ordinary task into an unforgettable, fantastic adventure and Lin-Manuel Miranda plays her friend Jack, an optimistic streetlamp lighter who helps bring light—and life—to the streets of London.

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 the movie screening or the snack.

Please be thoughtful about your registration and attendance.

Seating is limited, and this popular event usually fills within a few days.

We always have a waiting list. Limit 6 tickets per family.

If you register, and fail to attend, it prevents someone else from enjoying the movie with us.

Please register by email as soon as possible.

Quarterly Webinar Series

David M. Lebovitz, Executive Director, Global Market Strategist - JP Morgan Asset Management

Kimberlee M. Orth, CFP®, Private Wealth Advisor

We arepleased to host JP Morgan’s Guide to the Market for fourth quarter 2018 as part of the 2018 Orth Financial Group quarterly webinar series.

JP Morgan Guide to the Markets

The presentation will focus on these areas:

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

JP Morgan Asset Management

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

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

Investment products, including shares of mutual funds, 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.

Investment decisions should always be made based on an investor’s specific financial needs, objectives, goals, time horizon and risk tolerance. Past performance does not guarantee future results.

There are risks associated with fixed income investments, including credit risk, interest rate risk and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities.

Stock investments have an element of risk. High-quality stocks may be appropriate for some investment strategies. Ensure that your investment objectives, time horizon and risk tolerance are aligned with stocks before investing as they can lose 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 - Be Your Own Superhero

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

We invite you and your guests to join us at a Special Seminar for Women featuring:

BRAINWORKS

Simple solutions for staying sharp

Presented by: Diane Snowden,Director with Janus Henderson

We have more control than we “think”. Learn how to boost your brain power and the critical components of brain health. Utilize the power of brain training to improve learning, and hear how you can create a sustainable training program that can help maintain a strong, flexible mind over time.

Lindsay Lukas, Senior Regional Advisor Consultant with Putnam Investments gives her take on:

EMPOWER, ELEVATE, ACHIEVE: Financial Guidebook for Women

  • Women and wealth
  • Challenges and opportunities
  • Financial life stages
  • Action plan

5:00 pm gathering reception with hors d’oeuvres and drinks, 6:00 pm DINNER & SEMINAR

We’d like each of our clients to please bring a guest! Consider how we could help someone you know who might benefit from this information and invite them to join us! Provide your name and the name(s) of your guests when registering. Seating is limited. Please make a reservation by 9/17/17 for you and your guests. Off street parking is available. Details when you register.

Putnam Investments

This is an informational event. There is no cost or obligation to attend. Putnam Investments 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 in value .