Empower your employees, recruit new ones, and most importantly, foster a culture of financial confidence within your workplace. All of this can be accomplished by implementing a Financial Wellness Program for your employees.
For more information, contact the Encore Wealth Management Group office at 502.412.4050 or email our Business Development Director, Greg Clark at Thomas.Clark@ampf.com.
Learn more at https://cdn.ameriprisecontent.com/cds/alwp/financialwellness/amp_workplace_wellness_012420.m4v
Cigars and Bourbon this Friday. Bring your friends and meet our team!
See you there!
encorewealthgroup.com
502.412.4050
What will be your legacy? It is a deep question and one we take very seriously as a private wealth advisory practice. We care immensely about your family and understand your financial goals are unique to you. There are many strategies and options available in legacy planning, including financial gifts to family members, friends, or charities that you enjoy. Leaving a legacy can benefit many different people and organizations. It can also be a firm foundation and be a strong guide for the generations to come.
If you have the desire to leave a legacy of intentional love and forethought, we would be honored to be a part of the planning process. Lets' start planning now for your family. Learn more about our team of advisors, services and contact information at encorewealthgroup.com.
Click here to learn more about Charitable Giving
https://cdn.ameriprisecontent.com/cds/alwp/team/encorewealthmanagementgroup/charitable-giving637348438542259095.pdf
Our office had so much fun on Friday with SuperChef, Darnell Ferguson. With his guidance and talent, our advisor Courtney Yartz was able to broil lobster tails with a side of yummy gnocchi. The dish was wonderful to look at and even better to eat! We look forward to more fun times like this soon. We hope you can join us for our virtual events!
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
#workfamily #kindnessiskey #encorewealthmanagementgroup
encorewealthgroup.com
Call our office at 502 412 4050 for more information on joining the conversation.
What if you could boost financial confidence and help increase productivity within the workplace?
Our Financial Wellness Program offers practical guidance, educational workshops, online tools and resources designed to help employees maximize their company-sponsored benefits and make informed financial decisions to better manage financial stress.
The benefits include:
1. Online education and do-it-yourself tools to help build financial literacy.
2. Ongoing relationships with the Encore financial advisors to track employee progress.
3. Affordable financial planning services and complimentary consultations for individuals.
4. Turnkey implementation and an employee communication plan to drive engagement.
Get started today! Give the Encore office at call at 502.412.4050 and ask for an advisor to get your employees started in this program.
Contact Greg Clark at Thomas.Clark@ampf.com for more information.
Happiest of birthdays to our own Jeb Jerrell and Michael Forney!
It's no secret; employees have a lot on their minds these days, especially when it comes to their personal finances. As an employer, there's a lot of pressure to make things easier for your staff. What if we told you that Encore Wealth Management Group can help guide you through making these decisions?
With an Ameriprise Financial Wellness Program, you will get support from a dedicated Ameriprise financial advisor who knows your benefits package. We'll work with you to develop a program based on your company's culture and needs. We're uniquely positioned to help your company with financial planning, financial education, and the tools and resources you'll need to implement wellness into your business. Our team wants to meet with you today. Let's help you to do good for your hard-working employees!
encorewealthgroup.com
Contact Greg Clark at Thomas.Clark@ampf.com for more information.
When asked how he helps his clients plan for the holidays, our advisor Jeb Jerrell had this to share, "Many of my clients travel during the holidays, although this year might be the exception. I help my clients make sure that these extra expenses fit into their budget.
I’ve also worked with several clients to find funds for their special trips, including several who are taking a once in a lifetime trip to see the Passion play in Oberammergau, Germany."
Do you have special plans you want to make sure come true? Let our advisors help! Give Encore a call at 502.412.4050 to set up your appointment today!
encorewealthgroup.com
Keeping up with family traditions for future holidays? Lifestyle is about the things that you want to do and how you want to live, today & tomorrow. Build a savings and investment plan for the life, family and experiences you want to enjoy! Our Encore Wealth Management Group advisors can help build a plan that keeps up with your life, including those precious ones who matter the most.
As we move forward into the holiday season, reflect on the traditions you plan each year so that your family and close friends can enjoy the season at its best. How do you plan for the holiday joys? Do you have a financial plan that includes continuing these traditions?
Our advisors want to know what's important to you! Give us a call today at 502.412.4050 or email the office at encorewealthmanagementgroup@ampf.com.
Let Encore help you continue and enhance those traditions for years to come.
encorewealthgroup.com
It’s open enrollment season for many employers. This is an important time to evaluate your benefits and coverage and make any necessary changes. Here are some things to keep in mind as you evaluate your options for 2021.
Encore's advisors are here to answer any questions and help you navigate your options.
Give us a call at 502.412.4050
encorewealthgroup.com
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
We want to celebrate our selfless veterans for their service! Please join us in saying THANK YOU to all those who have served or who are still serving our great country.
Contact our office for more details.
502.412.4050
encorewealthmanagement.com
Your employees work hard for their paycheck. It should return the favor!
Encore Wealth Management Group is a private wealth advisory practice of Ameriprise Financial Services, LLC., and we want to provide those employees with the resources they need to feel more confident about their financial well-being today, tomorrow and into the future. This benefit can help create a personalized financial plan. Financial Wellness starts here!
Contact our office at 502.412.4050 for more information on this no obligation program. We want to help you do good for your employees.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
If you have questions or concerns, please call us here at Encore at 502.412.4050.
encorewealthgroup.com
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
Does your portfolio align with your financial goals? This is the time to look at resetting your automatic contributions to increase or rebalance for the year to employer plans, IRA’s, and Health Savings Accounts. Our advisors here at Encore can help you do just that! Give us a call at 502.412.4050 or email us at encorewealthmanagementgroup@ampf.com
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#encorewealthmanagementgroup #ameriprise
Anyone else needing a warm-up today? What's everyone up to this Wednesday?
encorewealthgroup.com
#HumpDay #FinancialPlanning #February
Now is a great time to do a “Once a Year” checklist. Check your Credit Score (www.annualcreditreport.com ) to make sure you are where you want/need to be and clean up your history if needed. Check up on auto, life and home policies to be sure you are insured enough to take care your needs if something should happen. Check and change all smoke alarm and CO2 alarm batteries, etc. It is always a good idea to make a list of the items that can fall off. Make sure to check at least once a year.
Encorewealthgroup.com
encorewealthmanagementgroup@ampf.com
Join Encore for a Market Update and Forecast for 2021 Webinar TONIGHT, January 26th at 5:30pm EST.
If you would like to join the conversation, click the link below. Friends and family are welcome!
Link to join: https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=e9808dd41648d97932fcd2341a23b483f
If you are unable to attend this event online, dial in at 1-844-621-3956 to listen in! Access code: 146 078 5662
Are you ready to get your finances in order and make the most of your money? Are you interested in understanding how all your investments are doing? Here at Encore we offer a complimentary consultation! Just give us a call and we can get you started on the road to your financial goals and dreams. It’s that easy! There’s no obligation for this complementary consultation. Call today to schedule your appointment with our educated, nationally recognized advisors. 502-412-4050
encorewealthmanagementgroup@ampf.com
encorewealthgroup.com
