Upcoming events

You're Invited: Medicare 101 – The Ins and Outs of Transitioning to Medicare

PDT

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

Lisa Lettenmaier, Owner/Principal Agent - Health Source NW

Kristi VanVleck & Kristen Salt, Private Wealth Advisors with Pave Advisory Team, a private wealth advisory practice of Ameriprise Financial Services, LLC

A summary level look at the overall Medicare Program and discussion of Medicare insurance options beyond Part A and B.

During this complementary session you’ll learn about:

· Medicare enrollment timelines

· What is Original Medicare – Part A and B

· Going beyond Original Medicare

1. Medicare Supplements

2. Medicare Part C - Medicare Advantage plans

3. Medicare Part D – Medicare Drug plans

· IRMAA – income related adjustments for Part B and D

RSVP Required: Please RSVP by no later than August 9th to: ariel.ahlers@ampf.com (West Linn Office) or flint.kirchenbaum@ampf.com (Portland Office)

To reserve a spot: call us at 503.451.2122 or email us at Ariel.Ahlers@ampf.com

This is an informational seminar. There is no cost or obligation to attend.

Health Source NW and its representative are not affiliated with Ameriprise Financial, Inc.

The Compass is a trademark of 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved. 6421567ACMR0324

Comparing College Costs: Understanding Financial Aid Awards

PDT

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

Ariel Ahers, Owner, Private College Advisor - Ledge College Advising

Pave Advisory Team

Description: Learn how to compare financial aid award letters to discover the true cost of attendance and learn cost saving techniques

During this complimentary session you will learn about:

1. Different financial aid terms and the process in how aid is awarded.

2. How to compare award letters to find the best value for your family

3. Learn cost saving techniques for all the added costs for college.

4. Navigate the various ways of appealing aid.

To reserve a spot: call us at 503.451.2122 or email us at Ariel.Ahlers@ampf.com

This is an informational seminar. There is no cost or obligation.

Ledge College Advising is not affiliated with Ameriprise Financial.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc.

All rights reserved. 6634395ACMR0524

You're invited! State of the States: How do they rank?

PST

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

Damon Novelli, Executive Director - Eaton Vance

Pave Advisory Team

In this Eaton Vance seminar, we will compare the stability of State credit, considering budgets, fiscal stimulus, municipal credit quality, and much more.

RSVP Required: Please RSVP by no later than November 12th.

To reserve a spot: email us at flint.kirschenbaum@ampf.com

This is an informational seminar. There is no cost or obligation.

Eaton Vance and their associates are 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.

The Compass is a trademark of Ameriprise Financial, Inc.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

6504849ACMR0424

Caring for aging loved ones: What to consider

PST

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

Jennifer Trundy & Mary Tarbell, Elder Law Attorney & Senior Living Advisor - Rose Elder Law, LLC & Senior One Source

Pave Advisory Team

As loved ones age families often find themselves providing more support. During this complimentary session, we’ll offer guidance to help you navigate three critical areas of caregiving – finances, health and legacy planning. Acknowledging that every caregiving journey is different, we’ll discuss the various levels of support to help you find the approach that is right for your circumstances.
To reserve a spot: call us at 503.451.2122 or email us at Ariel.Ahlers@ampf.com
This is an informational seminar. There is no cost or obligation.
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.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Reworking the nervous system to help with anxiety, burn-out, or overwhelm

PST

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

Dmitria Burby, IAYT Certified Yoga Therapist - Finding Luminance

Pave Advisory Team

Description: Join us to learn about how our nervous system influences our feelings of anxiety, burn-out and overwhelm. Learn simple tools to bring your nervous system back into balance and create more resilience to create more ease in your life.

During this complementary session you’ll learn about:

  • The autonomic nervous system and how it influences stress
  • The easiest way to shift the state of your nervous system to bring you relief
  • Simple tools you can leverage to bring your nervous system back into balance
To reserve a spot: call us at 503.451.2122 or email us at Ariel.Ahlers@ampf.com

This is an informational seminar. There is no cost or obligation.

Finding Luminance is not affiliated with Ameriprise Financial.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc.

6717482ACMR0624