Join us for a holiday celebration Date: Monday, November 25, 2024 Time: 10:00 AM - 5:00 PM EST Location: New Albany Office, 7400 West Campus Road, Suite 210, NEW ALBANY, OH 43054 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors Lets celebrate the holiday! Enjoy this special event with us. For more information: call us at 614.591.5740 or email us at jason.a.buehner@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Market and Economic Update Date: Thursday, January 30, 2025 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors 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. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Weathering job transitions. Preserving your future. Date: Thursday, February 27, 2025 Time: 12:00 PM - 1:00 PM EST Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors Being out of work can be very challenging, both financially and emotionally. This complimentary session will cover some of the steps you can take to help you manage during this tough time, including: - How to meet your basic expenses in the near term and keep your health coverage. - What to do if you’ve been out of work for 6 months or more. - How to manage long-term financial goals if you’ve been out of work for a year or more. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Market and Economic Update Date: Thursday, April 24, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors 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. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Join us for a day of golf Date: Friday, May 2, 2025 Time: 12:00 PM - 1:00 PM EDT Location: The Medallion Club, 5000 Club Drive, Westerville, OH 43082 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Join us for a wine tasting Date: Thursday, June 12, 2025 Time: 6:00 PM - 7:00 PM EDT Location: TWA Office, 7400 West Campus Road, Suite 210, New Albany, OH 43054 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors We'd love you to join us for a wine tasting experience. Cheers! To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Market and Economic Update Date: Thursday, July 31, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors 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. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Paying for College: Financial Steps to Consider Date: Thursday, September 11, 2025 Time: 6:00 PM - 7:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Market and Economic Update Date: Thursday, October 30, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors 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. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Bourbon Tasting Date: Thursday, November 13, 2025 Time: 6:00 PM - 7:30 PM EST Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors Join us for a virtual bourbon tasting with Vince Carida, President of the Owensboro Bourbon Society and Travis Chaney, CEO of Dynamic Directions. We will be sampling four very rare bourbons. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Travis Chaney, CEO Dynamic Directions, is affiliated with Ameriprise Financial, Inc.
Join us for National Day of Service Date: Friday, November 21, 2025 Time: 9:00 AM - 12:00 PM EST Location: Westerville Area Resource Ministry, 150 Heatherdown Drive, Westerville, OH 43081 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors 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 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Join us for a holiday celebration Date: Monday, November 24, 2025 Time: 9:00 AM - 5:00 PM EST Location: TWA Office, 7400 West Campus Road, Suite 210, New Albany, OH 43054 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors Lets celebrate the holiday! Enjoy this special event with us. To reserve a spot: call us at 614.591.5740 or email us at TractionWealthAdvisors@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Join us for National Day of Service Date: Friday, November 22, 2024 Time: 9:00 AM - 1:00 PM EST Location: Westerville Area Resource Ministry (WARM), 150 Heatherdown Drive, Westerville, OH 43081 Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors Come spend time making a difference in our community. Please join us for the National Day of Service.
Bourbon Tasting Date: Thursday, November 7, 2024 Time: 6:00 PM - 7:00 PM EST Join this event online Presented By: Jason Buehner, CFP®, CRPC®, APMA®, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors Join us for a virtual bourbon tasting with Vince Carida, President of the Owensboro BourbonSociety and Travis Chaney, CEO of Dynamic Directions. We will be sampling four very rarebourbons. Vince Caria, President of the Owensboro Bourbon Society and Travis Chaney, CEO of Dynamic Directions are not affiliated with Ameriprise Financial, Inc
Market and Economic Update Date: Thursday, October 31, 2024 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors 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.
Real estate: Important considerations for you and your family Date: Thursday, October 3, 2024 Time: 12:00 PM - 12:30 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. This is an informational seminar. There is no cost or obligation.Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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.
Paying for College: Financial Steps to Consider Date: Thursday, September 5, 2024 Time: 6:00 PM - 7:00 PM EDT Join this event online Presented By: Jason A Buehner CFP®, CRPC™, APMA™, CMFA®, Private Wealth Advisor - Ameriprise Financial, LLC Hosted By: Traction Wealth Advisors The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students and families face today. Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.