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
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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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Past events

Family Fall Festival

EDT

Lucas Bros Farm, 3229 Ferry Rd, Bellbrook, OH 45305

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

You and your family are invited to Lucas Bros Farm for an evening of fall fun! Enjoy the corn maze, pumpkin patch, and other fall acticities!

Political Economic Update

EDT

Carillon Brewing Company, 1000 Carillon Blvd, Dayton, OH 45409

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Join this event online

Colen Masters, Director, Public Policy with Fidelity Investments

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

Live-Stream Begins at 6:30 PM ET

Please join us for a political economic update while enjoying dinner and drinks! The presentation will also be live-streamed on Microsoft Teams.

Washington Update - Presented by Colin Masters, Director, Public Policy with Fidelity Investments

Seating is limited. Please RSVP for the in-person dinner by August 14th.

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!