Traveling in Retirement Webinar Date: Wednesday, November 6, 2024 Time: 6:00 PM - 7:00 PM EST You must RSVP to receive access credentials for this event or seminar Presented By: Whit Cook, Retired Financial Advisor and World Traveler Hosted By: OakHeart Financial Group, a private wealth practice of Ameriprise Financial Services, LLC Whether you are/plan to travel the world or have one bucket list destination, you’re not going to want to miss this entertaining and educational webinar on traveling in retirement. The webinar will be provided by retired financial advisor and world traveler, Whit Cook, and will include: Storytelling to learn from Whit’s mistakes. A self-evaluation to discover your travel motivations. Tips on getting the most value-goal alignment. Ideas on ways to protect yourself and your trip. And other general and unique travel planning suggestions! To reserve a spot: call us at 434.220.4671 or email us at oakheartfinancialgroup@ampf.com RSVP Online Event registration Avoiding Medicare Mistakes in Retirement Date: Friday, June 21, 2024 Time: 12:00 PM - 1:00 PM 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) Number of additional guests attending with you (optional) 012345678910 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 webinar. There is no cost or obligation. Whit Cook is not affiliated with Ameriprise Financial
OakHeart Financial Group Pumpkin Pie Pick up Event! Date: Tuesday, November 26, 2024 Time: 10:00 AM - 3:00 PM EST Location: OakHeart Financial Group, 14350 Sommerville Ct, Midlothian, VA 23113 Hosted By: OakHeart Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC To show our appreciation we invite you to stop by anytime between 10AM-3PM on Tuesday, November 26 and pick up a homemade pumpkin pie to enjoy with your family and friends. We will purchase the pies locally through Ukrop's Bakery. Pies must be pre-ordered so please RSVP by November 1 to indicate if you will be picking up a pie. To reserve a spot: call us at 434.220.4671 or email us at oakheartfinancialgroup@ampf.com RSVP Online Event registration Avoiding Medicare Mistakes in Retirement Date: Friday, June 21, 2024 Time: 12:00 PM - 1:00 PM 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) Number of additional guests attending with you (optional) 012345678910 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.