Upcoming Events

Getting to Know the Basics

Wes Gersh & Amy Wiitala, Financial Advisors - Ameriprise Financial

Wes Gersh & Amy Wiitala

Looking to get on track with your finances? Need some ideas on where to start? This complimentary session will:

  • Cover the essentials of budgeting, managing debt and credit, investing and saving
  • Provide actionable tips that can help you develop good financial habits for the future

To reserve a spot: call us at 502.423.7073 or email us at amber.oliver@ampf.com

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
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Working Together Online

Amber Oliver, Paraplanner - Ameriprise Financial

Wes Gersh & Amy Wiitala

Feel confident, connected and in control of your financial future. During this complimentary seminar, you'll learn:

  • How we can work together more effectively online
  • How Ameriprise and I work with you for online security, plus the Ameriprise online security guarantee
  • Steps you and your loved ones can take to protect yourselves online

To reserve a spot: call us at 502.423.7073 or email us at amber.oliver@ampf.com

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Past Events

Sending your child to college

Wesley A. Gersh, JD, APMA®, Financial Advisor - Align Wealth Management

Wesley A. Gersh, JD, APMA® Q&A to follow with special guest Dennis Brown Owner of college planning company, Class 101

During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.