Upcoming events

Market and Economic Update

EDT

Join this event online

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
To reserve a spot: call us at 614.591.5740 or email us at tractionwealthadvisors@ampf.com
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.

Weathering job transitions. Preserving your future.

EDT

Join this event online

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

Being out of work can be very challenging, both financially and emotionally. This complimentary session will cover some of the steps you can take to help you manage during this tough time, including:
  • How to meet your basic expenses in the near term and keep your health coverage
  • What to do if you’ve been out of work for 6 months or more
  • How to manage long-term financial goals if you’ve been out of work for a year or more
To reserve a spot: call us at 614.591.5740 or email us at tractionwealthadvisors@ampf.com
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.

Paying for College: Financial Steps to Consider

EDT

Join this event online

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation.
To reserve a spot: call us at 614.591.5740 or email us at tractionwealthadvisors@ampf.com
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.

Market and Economic Update

EDT

Join this event online

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
To reserve a spot: call us at 614.591.5740 or email us at tractionwealthadvisors@ampf.com
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.

Bourbon Tasting

EST

Join this event online

Jason Buehner, CFP®, CRPC®, APMA®, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

Join us for a virtual bourbon tasting with Vince Carida, President of the Owensboro Bourbon
Society and Travis Chaney, CEO of Dynamic Directions. We will be sampling four very rare
bourbons.

To reserve a spot: call us at 614.591.5740 or email us at jason.a.buehner@ampf.com

Vince Caria, President of the Owensboro Bourbon Society and Travis Chaney, CEO of Dynamic Directions are not affiliated with Ameriprise Financial, Inc

Join us for National Day of Service

EST

Westerville Area Resource Ministry (WARM), 150 Heatherdown Drive, Westerville, OH 43081

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

Come spend time making a difference in our community. Please join us for the National Day of Service.
To reserve a spot: call us at 614.591.5740 or email us at tractionwealthadvisors@ampf.com

Join us for a holiday celebration

EST

New Albany Office, 7400 West Campus Road, Suite 210, NEW ALBANY, OH 43054

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

Lets celebrate the holiday! Enjoy this special event with us.
For more information: call us at 614.591.5740 or email us at jason.a.buehner@ampf.com

Past events

Join us for a wine tasting

EDT

Rooftop Lounge, 530 West Spring Street, Columbus, OH 43215

Sheri Lytle, CF APMP, Sommelier - Not Affiliated

Traction Wealth Advisors

We'd love you to join us for a wine tasting experience. Cheers!

Join us for a day of golf

EDT

The Medallion Club, 5000 Club Drive, Westerville, OH 43082

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.

Market and Economic Update

EDT

Join this event online

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
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.

Weathering job transitions. Preserving your future.

EST

Join this event online

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

Being out of work can be very challenging, both financially and emotionally. This complimentary session will cover some of the steps you can take to help you manage during this tough time, including:
  • How to meet your basic expenses in the near term and keep your health coverage
  • What to do if you’ve been out of work for 6 months or more
  • How to manage long-term financial goals if you’ve been out of work for a year or more
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.

Market and Economic Update

EST

Join this event online

Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC

Traction Wealth Advisors

How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
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.