Healthcare in Retirement: 2025 Cost, Changes and Options Date: Friday, September 27, 2024 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Marv Law - HealthBridge Insurance Solutions Hosted By: OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC The webinar will cover the importance of integrating Medicare strategy into your retirement plan and will include the following:· Medicare rules for those working with large employers, small employers, and solo practitioners· Important Medicare enrollment regulations and timelines· 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 h informed Medicare decisions. To reserve a spot: call us at 434.220.4671 or email us at oakheartfinancialgroup@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 HealthBridge Insurance Solutions and their representative are not affiliated with Ameriprise Financial Inc. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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
Four Strategies for a Smarter College Search Webinar Date: Thursday, October 17, 2024 Time: 7:00 PM - 8:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Heidi King - College Inside Track Hosted By: OakHeart Financial Group, a private wealth practice of Ameriprise Financial Services, LLC This past year has resulted in some of the most significant changes to the college planning process in decades. Admission trends have changed around how colleges admit students. Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests. The number of schools on the “more selective” list continues to grow. Substantial changes to the FAFSA and financial aid may make college more expensive. Join OakHeart Financial as we partner with national college expert Heidi King to learn how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarship and financial aid. To reserve a spot: call us at 434.220.4671 or email us at oakheartfinancialgroup@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 There is no cost or obligation to attend. College Inside Track and its representative are not affiliated with Ameriprise Financial.