Past events

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.

7058916ACMR1024

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.

Lunch & Learn - Probate

EST

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

Colleen English Balderson, Attorney - English Law Group

Encore Wealth Management Group

Probate is a legal process that occurs when a person passes away that involves the validation and administration of their will, or lack of will.

We’d like to invite you to join us for a Lunch & Learn to hear about the different aspects of Probate.

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

English Law Group 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.

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.