Market and Economic Update Date: Thursday, January 29, 2026 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, 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.
Protect your financial information in the digital world Date: Thursday, February 12, 2026 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Navigating your Social Security benefits Date: Thursday, March 12, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, Private Wealth Advisor - Ameriprise Financial, LLC 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. 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. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Market and Economic Update Date: Thursday, April 30, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, 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 1, 2026 Time: 10:00 AM - 1:00 PM EDT Location: The Medallion Club, 5000 Club Drive, Westerville, OH 43082 Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, 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 16, 2026 Time: 6:00 PM - 8:00 PM EDT Location: New Albany Office, 7400 West Campus Road, Suite 210, New Albany, OH 43054 Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, 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 30, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, 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, August 27, 2026 Time: 6:00 PM - 7:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, 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.
Five things to know about Medicare Date: Thursday, September 24, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors During this complimentary session, we’ll discuss five important topics to help you better understand Medicare. We’ll talk about Medicare enrollment details and deadlines and provide considerations for managing your health care options and costs in retirement. 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. Always consult a Medicare agent regarding your specific Medicare questions and decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Join us for a Bourbon Tasting Date: Thursday, October 8, 2026 Time: 6:00 PM - 8:00 PM EDT Join this event online Hosted By: Traction Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Join us for a virtual bourbon tasting. 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
Market and Economic Update Date: Thursday, October 29, 2026 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, 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 National Day of Service Date: Friday, November 20, 2026 Time: 9:00 AM - 1:00 PM EST Location: Westerville Area Resource Ministry (WARM), 150 Heatherdown Drive, Westerville, OH 43081 Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, 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 23, 2026 Time: 10:00 AM - 1:00 PM EST Location: New Albany Office, 7400 West Campus Road, Suite 210, New Albany, OH 43054 Presented By: Jason A Buehner CFP®, APMA®, CMFA®, CRPC™, 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