“Master Medicare with Bryan” Date: Wednesday, June 19, 2024 Time: 12:00 PM - 1:00 PM EDT ONLINE EVENT PASSCODE: MBKBWi Join this event online Presented By: Bryan Gay of Boomer Insurance Group, Owner Boomer Insurance Group Hosted By: Kasch, Levitch, McAleer & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. The webinar will cover the importanceof integrating Medicare strategy into your retirement plan and willinclude the following: Medicare rules for those working with large employers, small employers, and solo practitioners. Important Medicare enrollment regulations and timelines. Upcoming changes to Medicare Part D under the 2023 Inflation Reduction Act. Variables to consider when forming your retirement and healthcare plan: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, Donut hole, COBRA rules. We welcome you to share this invitation to assist those you care about with informed Medicare decisions. To reserve a spot: call us at 804.502.0881 or email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost orobligation. Bryan Gay and Boomer Insurance Group are not affiliatedwith Ameriprise Financial Inc. The Compass is a trademark of Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA orany federal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2023 AmeripriseFinancial Inc. All rights reserved. 6055449ACMR1123
Pop on Over and Chill with Us Date: Sunday, June 23, 2024 Time: 10:00 AM - 12:00 PM EDT Location: SOAR365, 3600 Saunders Avenue, Richmond, VA 23227 Hosted By: Kasch, Levitch, McAleer & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us Kyle and Family for a Day at the Park To reserve a spot: call us at 804.502.0881 or email us at kristen.hebert@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar The Compass is a trademark of Ameriprise Financial, Inc. 6545886ACMR0424
Swing into Spring A Drive Shack Meet Up Date: Tuesday, May 21, 2024 Time: 6:00 PM - 8:00 PM EDT Location: Drive Shack , 1647 Four Rings Drive, Richmond, VA 23233 Hosted By: Kasch, Levitch, McAleer & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. Come meet us for Happy Hour in the 2nd floor bar at 6 pm. Enjoy your drink there or take it out to a golf bay and practice your swing. There’s no need to bring your golf clubs, Drive Shack provides the use of TaylorMade golf clubs and golf balls. Even if you don’t golf, please come socialize and enjoy the venue overlooking the golf field!Friends are welcome. We can have up to 6 guests per Bay, so please RSVP with your headcount to Kristen at Kristen.hebert@ampf.com by May 15 There is nocost or obligation to attend. The Compassis a trademark of Ameriprise Financial, Inc. 6562441ACMR0424
“DESTINATION HOME” Date: Thursday, May 16, 2024 Time: 7:00 PM - 8:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Jenn Dowda, Founder and CEO, Dowda Senior Consulting Hosted By: Kasch, Levitch, McAleer & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jenn Dowda specializes in senior living options. Whether seniors desire to safely live at home and “age in place” or navigate the options for senior living communities, the Dowda team walks with families wherever their journey takes them–supporting, advocating and navigating next steps for care together. This is an informational event. There is no cost orobligation. Dowda Senior Consulting and its representatives are notaffiliated with Ameriprise Financial. 6464575ACMR0324
“DESTINATION HOME” Date: Wednesday, May 15, 2024 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Jenn Dowda, Founder and CEO, Dowda Senior Consulting Hosted By: Kasch, Levitch, McAleer & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jenn Dowda specializes in senior living options. Whether seniors desire to safely live at home and “age in place” or navigate the options for senior living communities, the Dowda team walks with families wherever their journey takes them–supporting, advocating and navigating next steps for care together. This is an informational event. There is no cost orobligation. Dowda Senior Consulting and its representatives are notaffiliated with Ameriprise Financial. 6464575ACMR0324
Need-to-Know Changes for Strategic College Planning Date: Monday, March 4, 2024 Time: 6:00 PM - 7:00 PM EST ONLINE EVENT PASSCODE: tRy9rV Join this event online Presented By: Heidi King, Education and Partnerships - College Inside Track Hosted By: :Kasch, Levitch, McAleer & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC College is typically the 2nd largestpurchase families make after investing in their home. Applying and getting into right-fitcolleges has become ever-more difficult and less transparent with so many recentchanges. We are excited to host Heidi Kingfrom College Inside Track, who speaks nationwide on the college process, as sheexplains the current college admission, application, and acceptance landscape. Topics we will cover will include: · Current costs and trends collegeadmission · Financial aid changes · New 2024 SAT test and the impactof the test optional landscape · Finding the right school and when tobegin the process. An absolute must-see forgrandparents or parents with students in grades 9-11, but all are welcome! Please share this invitation withanyone you care about who might benefit from the information. This is an informational seminar.There is no cost or obligation. Heidi King and College Inside Trackare not affiliated with Ameriprise. Investment products are not insured by the FDIC, NCUA or anyfederal agency, are not deposits or obligations of, or guaranteed by anyfinancial institution, and involve investment risks including possible loss ofprincipal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6055436ACMR1123