Upcoming events

Widows Valentine's Day Lunch

EST

Corner Cafe, 9307 New La Grange Rd, Louisville, KY 40242

Encore Wealth Management Group

Holidays like Valentine’s Day can be difficult after the loss of the one you love, so we’d like to take you to bring a guest and join us for lunch.

To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com
RSVP Online

There is no cost or obligation.
Client-bring-a-friend events are created for our clients and their friends. Our objective is to create a comfortable environment to get introduced to people who are open to meeting us and learning more about the comprehensive approach we take to help clients address their financial goals.

Take 10 - 529 Plans: Education and Legacy

EST

Join this event online

Patrick Ritter, CFP®, APMA™, Financial Advisor

Encore Wealth Management Group

Your legacy is a family affair. A series dedicated to legacy planning.

Take 10 minutes out of your day to join us for the first Take 10 Webinar, a short online presentation on 529 Plans.

For more information: call us at 502.412.4050 or email us at cindy.deininger@ampf.com
RSVP Online

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

Clients should carefully consider the investment objectives, risks, charges, and expenses associated with a 529 Plan before investing. More information regarding a particular 529 Plan is available in the issuer’s official statement, which may be obtained from an Ameriprise financial advisor. Investors should read the 529 Plan’s official statement carefully before investing. Clients should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program.

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.

Client-bring-a-friend events are created for our clients and their friends. Our objective is to create a comfortable environment to get introduced to people who are open to meeting us and learning more about the comprehensive approach we take to help clients address their financial goals.

NCAA College Basketball Watch Party

EDT

Martin's Bar-B-Que Joint, 3408 Indian Lake Dr, Louisville, KY 40241

Encore Wealth Management Group, Brandt Davis Insurance Agency

Bring your friends, family and coworkers and drop in any time between 12:00 p.m. and 4:00 p.m. in the private event space at Martin’s Bar-B-Que Joint for food, fun, and most importantly, basketball!

To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com
RSVP Online

There is no cost or obligation. Brandt Davis Insurance Agency and its representatives are not affiliated with Ameriprise Financial.

Client-bring-a-friend events are created for our clients and their friends. Our objective is to create a comfortable environment to get introduced to people who are open to meeting us and learning more about the comprehensive approach we take to help clients address their financial goals.

Shred Day

EDT

Encore Wealth Management Group and Associates in Accounting, 9405 Mill Brook Rd, Louisville, KY 40223

Encore Wealth Management Group, Associates in Accounting, CPA

From 9:30 a.m. to 12:30 p.m. please join Encore Wealth Management Group and Associates in Accounting, CPA for our semi-annual shred day!

KnightHorst Shredding will be on site in the parking lot to securely shred and dispose of your sensitive documents at no cost to you.

Please feel free to share this event with your friends, family, neighbors, coworkers, and anyone else who would like to shred their documents as well.

For more information: call us at 502.412.4050 or email us at cindy.deininger@ampf.com

There is no cost or obligation. Associates in Accounting, CPA is not affiliated with Ameriprise Financial.

Lunch & Learn – Medicare: How it Works

EDT

Encore Wealth Management Group, 9405 Mill Brook Rd, Ste 101, Louisville, KY 40223

Mark Kleiner, Licensed Benefit Consultant, President - U.S. Health Source

Encore Wealth Management Group

As generations start approaching Medicare age, there are usually a lot of questions about how Medicare works, that is why we continue to have informational lunch & learns to help ease our clients’ minds.

Encore Wealth Management Group would like to invite you and any friends or family to join us for lunch and an informational session on Medicare.

We are very fortunate to have Mark Kleiner, President of U.S. Health Source as our presenter to discuss this important topic. Mark is a Licensed Benefit Consultant and broker with 32 years of experience.

To reserve a spot: call us at 502.412.4050 or email us at cindy.deininger@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation. US Health Source 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.

Client-bring-a-friend events are created for our clients and their friends. Our objective is to create a comfortable environment to get introduced to people who are open to meeting us and learning more about the comprehensive approach we take to help clients address their financial goals.

Camping with Encore Wealth Management Group

EDT

4 Guys RV Park, Red River Gorge, 10137 Campton Rd, Stanton, KY 40380

Encore Wealth Management Group

Join us for a camping event for clients, staff and guests!

October 17-19 at 4 Guys RV Park at Red River Gorge in Stanton, KY!

In addition to all the activities that the Gorge offers, 4 Guys RV Park provides many things to do as well, including stocked fishing pond and creek, frisbee golf, hiking areas, basketball court, and playgrounds.

The RV campsites allow for 1 RV or 2 tents on each site. Amenities include FULL hookup sites with 30/50 electric-amp service/water/sewer, bathhouse, pet friendly, and free Wi-Fi.

We have reserved a block of campsites and can add more as needed.

Encore will cover the cost of the campsite.

Check in Friday, check out Sunday morning.

RSVP required as campsites are limited.

Contact Laura at our office for questions and to RSVP.

For more information: call us at 502.412.4050 or email us at Laura.S.Craig@ampf.com

There is no cost or obligation.
Client-bring-a-friend events are created for our clients and their friends. Our objective is to create a comfortable environment to get introduced to people who are open to meeting us and learning more about the comprehensive approach we take to help clients address their financial goals.

Shred Day

EDT

Encore Wealth Management group and Associates in Accounting, 9405 Mill Brook Rd, Louisville, KY 40223

Encore Wealth Management Group, Associates in Accounting, CPA

From 9:30 a.m. to 12:30 p.m. please join Encore Wealth Management Group and Associates in Accounting, CPA for our semi-annual shred day!

KnightHorst Shredding will be on site in the parking lot to securely shred and dispose of your sensitive documents at no cost to you.

Please feel free to share this event with your friends, family, neighbors, coworkers, and anyone else who would like to shred their documents as well.

For more information: call us at 502.412.4050 or email us at cindy.deininger@ampf.com

There is no cost or obligation. Associates in Accounting, CPA is not affiliated with Ameriprise Financial.

Past events

Market and Economic Update

EST

Join this event online

Dean M Donohue, MBA, CFP®, CRPC™, APMA™ and Jonathan P Smith, CFP®, CPA, CRPC™, APMA™, Private Wealth Advisor - Encore Wealth Management Group

Encore Wealth Management Group

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.

Am I Vulnerable to Scams, Fraud, Identity Theft?

EST

Encore Wealth Management Group, 9405 Mill Brook Rd, Ste 101, Louisville, KY 40223

Rhoda Faller, Pink Lady Insurance

Encore Wealth Management Group

How to identify potential scams through email, phone calls and text messages.

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

Pink LadyInsurance is not affiliated with Ameriprise Financial.

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.

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

EST

Join this event online

Russell Price, Chief Economist for Ameriprise Financial; Barry Kruse, Vice President, Global Head, Franklin Templeton Academy - Not Affiliated

Ameriprise Financial Services, LLC

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 Time

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

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: https://www.ameriprise.com/privacy-security-fraud.

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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Elder Care for Families

EST

Encore Wealth Management Group, 9405 Mill Brook Rd, Ste 101, Louisville, KY 40223

Sara Olivencia, Director Of Sales - ElderCare 4 Families

Encore Wealth Management Group

Join us for lunch and an informational session on the options available for elder care.

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

ElderCare 4 Families and their representatives are not affiliated with Ameriprise Financial.

Veterans Breakfast

EST

Heitzman Traditional Bakery and Deli, 9426 Shelbyville Rd, Louisville, KY 40222

Encore Wealth Management Group

Dan Cline, Senior Regional Director, Virtus Investment Partners

Encore Wealth Management Group wants to honor your service to our country by inviting veterans and their guests to join us for breakfast on Monday morning, November 11, 2024, 8:00 a.m.

There is no cost or obligation.
Client-bring-a-friend events are created for our clients and their friends. Our objective is to create a comfortable environment to get introduced to people who are open to meeting us and learning more about the comprehensive approach we take to help clients address their financial goals.
Virtus and its representatives are not affiliated with Ameriprise Financial.