Market and Economic Update Date: Thursday, April 24, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Join us for a day of golf Date: Friday, May 2, 2025 Time: 12:00 PM - 1:00 PM EDT Location: The Medallion Club, 5000 Club Drive, Westerville, OH 43082 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: 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. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Join us for a wine tasting Date: Thursday, July 17, 2025 Time: 6:00 PM - 7:00 PM EDT Location: TWA Office, 7400 West Campus Road, Suite 210, New Albany, OH 43054 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors We'd love you to join us for a wine tasting experience. Cheers! To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Market and Economic Update Date: Thursday, July 31, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Smart Strategies for College Financing - Planning for your child's future Date: Thursday, September 11, 2025 Time: 6:00 PM - 7:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Thursday, October 30, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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 Date: Thursday, November 13, 2025 Time: 6:00 PM - 7:30 PM EST Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: 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 TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Travis Chaney, CEO Dynamic Directions, is affiliated with Ameriprise Financial, Inc.
Join us for National Day of Service Date: Friday, November 21, 2025 Time: 9:00 AM - 12:00 PM EST Location: Westerville Area Resource Ministry, 150 Heatherdown Drive, Westerville, OH 43081 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: 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 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Join us for a holiday celebration Date: Monday, November 24, 2025 Time: 9:00 AM - 5:00 PM EST Location: TWA Office, 7400 West Campus Road, Suite 210, New Albany, OH 43054 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors Lets celebrate the holiday! Enjoy this special event with us. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Navigating your Social Security benefits Date: Thursday, February 13, 2025 Time: 12:30 PM - 1:00 PM EST Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial Hosted By: Traction Wealth Advisors Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Thursday, January 30, 2025 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: 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.