Upcoming events

“DESTINATION HOME”

EDT

You must RSVP to receive access credentials for this event or seminar

Jenn Dowda, Founder and CEO, Dowda Senior Consulting

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.

To reserve a spot: email us at kristen.hebert@ampf.com
RSVP Online

This is an informational event. There is no cost orobligation.

Dowda Senior Consulting and its representatives are notaffiliated with Ameriprise Financial.

6464575ACMR0324

“DESTINATION HOME”

EDT

You must RSVP to receive access credentials for this event or seminar

Jenn Dowda, Founder and CEO, Dowda Senior Consulting

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.

To reserve a spot: email us at kristen.hebert@ampf.com
RSVP Online

This is an informational event. There is no cost orobligation.

Dowda Senior Consulting and its representatives are notaffiliated with Ameriprise Financial.

6464575ACMR0324

“Master Medicare with Bryan”

EDT

MBKBWi

Join this event online

Bryan Gay of Boomer Insurance Group, Owner Boomer Insurance Group

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

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.

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Pop on Over and Chill with Us

EDT

SOAR365, 3600 Saunders Avenue, Richmond, VA 23227

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

The Compass is a trademark of Ameriprise Financial, Inc.

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