Upcoming events

Traveling in Retirement Webinar

EST

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

Whit Cook, Retired Financial Advisor and World Traveler

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

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!

EST

OakHeart Financial Group, 14350 Sommerville Ct, Midlothian, VA 23113

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

There is no cost or obligation to attend.