We are excited to announce we have two informational seminars coming up! To RSVP please email Ashley Roderick at ashley.roderick@ampf.com with your name and which webinar you're interested in. Keep in mind, you are more than welcome to attend both. There are no costs or obligations associated.
October 19, 2020 from 12:00-1:00 p.m. ET with Mike Armstrong, Regional Director of the Investment Management Division at Goldman Sachs & Co. He will be discussing U.S. Political Perspectives for the 2020 Election.
October 21, 2020 from 12:00-1:00 p.m. ET with Ted Winders, CFA and Vice President of J.P. Morgan Asset Management. He will discuss: Today's Economic Landscape, U.S. Markets, and Global Outlook.
www.YourOdyssey.com
#YourOdyssey #OBD #FreeWebinars #JoinUs
October is Women’s Small Business Month.
If you’re thinking about starting a business, we can help with financial tips and other considerations for getting your new venture off the ground.
Tag your favorite small business in the comments!
www.YourOdyssey.com
#YourOdyssey #OBD #ShopLocal #SmallBusiness
When there’s uncertainty in the market, we can help you make the next right move.
Not sure where to go from here? Let us help!
www.YourOdyssey.com
#YourOdyssey #OBD #NextSteps #WeAreHere
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The next right move | Ameriprise Financial
Even in the most challenging of times, we can work together to help you navigate uncertainty.
We are ready to help you and anyone in your life. Let us know how we can help!
www.YourOdyssey.com
#YourOdyssey #OBD #NavigatingChallenges #HereToHelp
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Share what your go to coffee beverage is in the comments!
www.YourOdyssey.com
#YourOdyssey #OBD #CoffeeLovers #CoffeeDay
If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer. We can help you understand your options and make an informed decision.
Have you started a new job within the past year?
www.YourOdyssey.com
#YourOdyssey #OBD #NewBeginnings #StartToday
AMERIPRISE.COM
Financial planning and investment advice during job transition
Avoiding talking about life’s what ifs doesn’t stop things from happening. It just makes it more likely you won’t be prepared to deal with it when it does. Let’s start
talking.
We would love to help you plan for the unexpected!
www.YourOdyssey.com
#YourOdyssey #OBD #Unexpected #PlanToday
“Don't save up love like you're trying to retire on it; give it away like you're made of it.”
– Bob Goff, author of Love Does
The team had some fun today celebrating bosses day!
Scott B, Melissa, and Scott O had a private concert from the Odyssey Band, singing "Happy Bosses Day" written by Practice Manager, Theresa Eggemeyer. It was a remix of Journey's song "Don't Stop Believing".
Today we celebrate our three amazing bosses and all they do for Odyssey!
www.YourOdyssey.com
#YourOdyssey #OBD #BossesDay #OdysseyBand
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
Need assistance connecting with an attorney? Let us help!
www.YourOdyssey.com
#YourOdyssey #OBD #StartNow #EstatePlanning
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
You can access all of your goals and track your progress on the Ameriprise App. Need help getting it set up? Call the office at 859-838-4400.
www.YourOdyssey.com
#YourOdyssey #OBD #AmeripriseApp #GoDigital
Happy Anniversary to Mary Smith and her husband, Kenny. They are celebrating their 46th anniversary today. Mary brought in her wedding album to share with the team.
Mary is responsible for maintaining and tracking the workflow of our financial planning process, documenting advice and providing executive summaries.
Help us wish them a Happy Anniversary!
www.YourOdyssey.com
#YourOdyssey #OBD #WeddingAnniversary #Celebrate
On Friday we had a mini Thanksgiving in the office. The menu included turkey, stuffing, corn, green bean casserole, mashed potatoes, broccoli casserole, gravy, and pumpkin pie.
We even had a special guest. Melissa Kelly's daughter Malia joined us for the day!
What is your favorite Thanksgiving dish?
www.YourOdyssey.com
#YourOdyssey #OBD #Thanksgiving #TeamTime
Thankful Thursday!
Each Thursday for the next few weeks, each team member is going to share something they are thankful for this year. This week is our Client Concierge, Julie Schleper.
This year Julie is thankful to have a new place to call home!
Who else is celebrating their first holiday season in a new home? Comment below!
www.YourOdyssey.com
#YourOdyssey #OBD #NewAdventures #CongratsJulie #ThankfulThursday
After business planning and preparing for 2021, the team decided to go and try ax throwing!
We are excited to kick off 2021 with new goals to achieve and a team to make it happen. We are open and ready to assist, not only you, but your friends and family. Want to see if we are a good match for you? We offer a complimentary initial consultation so you can learn about who we are and what we can do for you.
If you've gone ax throwing, share a picture with us in the comments!
www.YourOdyssey.com
#YourOdyssey #OBD #AxThrowing #PlanFor2021
Happy Veterans Day!
Today we recognize two veterans we have in the office, Kim Whaley and Scott Osborne. To the military personnel and the families that support them, thank you for your service and sacrifice.
Share a picture of your veteran with us in the comments!
www.YourOdyssey.com
#YourOdyssey #OBD #VeteransDay #ThankYou
Help us give back to those struggling with hunger. This year’s circumstances may be different, but the need is stronger than ever. Visit our link below to support us in our virtual food drive for FreeStore Foodbank. No amount is too small!
https://freestorefoodbank.org/ofa-food-drive
www.YourOdyssey.com
#YourOdyssey #OBD #FreeStoreFoodbank #DayOfService
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I just donated to Freestore Foodbank Virtual Food Drive, and you can too!
Ameriprise is committed to meeting immediate needs in the communities where we live and work. That's why we have partnered with Freestore Foodbank to host a virtual food drive. No amount is too small!
https://freestorefoodbank.org/ofa-food-drive
#YourOdyssey #OBD #FreeStoreFoodBank #VirtualFoodDrive
NEWSROOM.AMERIPRISE.COM
Giving back to communities in a time of crisis | Ameriprise Newsroom
Who is ready to schedule their complimentary consultation? Call 859-838-4400 and speak with our Client Concierge, Julie Schleper.
Your first meeting will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, how we work, and the next steps. It’s an opportunity for you to get a sense of what it might be like to work together.
Could anyone in your life benefit from a second opinion?
www.YourOdyssey.com
#YourOdyssey #OBD #Complimentary #FirstMeetings
In honor of National Homemade Soup Day, we are bringing Tasty Tuesday to Thursday!
Here is an office favorite, Theresa's Chicken Tortellini Soup.
What is your favorite soup?
www.YourOdyssey.com
#YourOdyssey #OBD #NationalHomemadeSoupDay #ChickenSoup
We know your goals are important — whether they include buying a second home, retiring or traveling the world. That’s why we take the time to understand what’s truly important to you.
What can we help you achieve so that you feel more confident and secure about your financial future?
www.YourOdyssey.com
#YourOdyssey #OBD #GoalsBased #HereForYou
Tasty Tuesday!
Nothing sounds better than a bowl of chili when the weather is cold. Here is Scott Brooks family recipe for white chicken chili.
Do you prefer normal chili or chicken chili?
www.YourOdyssey.com
#YourOdyssey #OBD #OdysseyCookBook #Chili
There is nothing better then having something to occupy your time during the cold months.
Financial Planning Assistant, Mary Smith has been busy working on cross stitch for some friends and family!
What have you been doing to stay busy this winter?
www.YourOdyssey.com
#YourOdyssey #OBD #CrossStitch #WinterCrafts
TAX TIME
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
Did you know we work closely with our clients accountants for tax planning?
www.YourOdyssey.com
#YourOdyssey #OBD #TaxSeason #TaxPlanning
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
