Upcoming events

Join us for National Day of Service

EST

The Dayton Foodbank, 56 Armor Pl., Dayton, OH 45417

Beyond Wealth Advisors, An Ameriprise Private Wealth Advisory Practice

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 937.312.8172 or email us at beyondwealthadvisors@ampf.com
RSVP Online

Virtual Event - Economic Update and Emotions, Expectations, & Economics®

EST

Join this event online

Russell Price, Chief Economist for Ameriprise Financial and Barry Kruse - Vice President, Global Head, Franklin Templeton Academy

Ameriprise Financial Services, LLC

Virtual Event - Economic Update featuring Russell Price - Chief Economist for Ameriprise Financial and Emotions, Expectations, & Economics® with Barry Kruse - Vice President, Global Head Franklin Templeton Academy.

Join us for a virtual presentation on Thursday – Nov 21st, 2024.The event is complimentary. Below are details about the event.

Thursday, November 21st: 5pm – 6pm Eastern

Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey.

Additionally, Barry Kruse - Vice President, Global Head Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. The session will discuss removing emotion from decisions about investments and dealing with periods of market decline and volatility.

Registration Link: Ameriprise Virtual Client Event

Or Copy and Paste: https://events.teams.microsoft.com/event/af438f53-5b87-4334-a2ef-e18741e06d5c@7855c2e1-437a-4870-9615-daaacaed4348

For more information: call us at 937.312.8172 or email us at beyondwealthadvisors@ampf.com

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

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

Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.

This event is sponsored by: Franklin Templeton. These sponsors and representatives are not affiliated with Ameriprise Financial.

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.

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Friendsgiving Flower Arranging

EST

5099 Bigger Road, Kettering, OH 45440

Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

This event is the perfect opportunity to introduce your friends to our financial advice team while enjoying wine and creating a beautiful flower arrangement. Class taught by The Flowerman.

To reserve a spot: call us at 937.312.8172 or email us at brianna.fedak@ampf.com
RSVP Online

There is no cost or obligation. Sponsored by JP Morgan, AMG, Janus Henderson and Columbia. JP Morgan, AMG and Janus Henderson are not affiliated with Ameriprise Financial. Columbia is affiliated with Ameriprise Financial. Hosted by: Beyond Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7195535ACMR1024

Past events

Open House Festival

EDT

Beyond Wealth Advisors, 2835 Miami Village Dr, Miamisburg, OH 45342

Beyond Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

In appreciation of your continued business and support in building our practice, we invite you, your family, and friends to join us for our Open House Festival - Western Style!

Enjoy food trucks for dinner and dessert. We will also have the Jake Roberts Band, pony rides, and western themed games for the whole family to enjoy!

Market and Economic update & Generational Wealth Conversations

EDT

Join this event online

Anthony Saglimbene, Chief Market Strategist - Ameriprise Financial, Doug Orton, CRPC®, Vice President, Business Development Consultant, MFS Fund Distributors, Inc.,

Ameriprise Financial Services, LLC

Market and Economic update & Generational Wealth Conversations – Helping families successfully transfer wealth.

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 5pm – 6pm Eastern

Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth.

Registration Link: Ameriprise Virtual Client Event - May 2024

After you register, you will receive an email confirmation from MS Teams with your Registration ID and the link to join the seminar.

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

MFS and its representatives are not affiliated with Ameriprise Financial.

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.

Shred Week - Dayton

EDT

2835 Miami Village Dr, Ste 101, Miamisburg, OH 45342

Beyond Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.

April 15th-19th

Looking to dispose of old bills, receipts, and important documents that are cluttering up your space? Please join us for free shred week at our Dayton office during business hours.