Making Informed Social Security Decisions Date: Friday, January 30, 2026 Time: 11:30 AM - 12:30 PM EST You must RSVP to receive access credentials for this event or seminar. Presented By: Elaine Simmons, Partner - Social Security Informed Hosted By: OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us for an educational webinar with guest speaker Elaine Simmons, partner at Social Security Informed, as she discusses · Retirement benefits: when to start them, factors to consider, and how to maximize them · Understanding the insured status provision for disability benefits · Medicare: the initial, and special enrollment periods 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 This is an informational seminar. There is no cost or obligation. SocialSecurity Informed and their representative are not affiliated with AmeripriseFinancial Inc. Theinformation included in this presentation is general educational informationonly and is NOT individualized or directed to any specific investor and is NOTintended to be investments advice or a recommendation. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Planning for Long-Term Care (LTC) Date: Friday, March 27, 2026 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Steve Cain, Director - LTCI Partners Hosted By: OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll explore Long-Term Care (LTC) planning and how it can be an essential step in helping protect your health, finances, and family. Learn what LTC really means, who’s most likely to need it, and how to prepare for the rising costs of care. We’ll discuss funding options, debunk common myths about Medicare and Medicaid, and show how early planning can help you stay in control of your future. Whether you're planning for yourself or a love done, this session aims to give you more clarity and confidence to take action. 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 This is an informational seminar. There is no cost or obligation. Before you purchase, be sure to ask your sales representative about the insurance policy’s features, benefits and fees, and whether the insurance is appropriate for you, based upon your financial situation and objectives. Always consult a Medicare agent regarding your specific Medicare questions and decisions. LTCI Partners is not affiliated with Ameriprise Financial. 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. © 2026 Ameriprise Financial, Inc. All rights reserved.