Upcoming events

You're invited! 2024 Election: People care about elections. Markets don't.

PDT

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

Tony Farino, Vice President - Invesco

Pave Advisory Team

This Invesco seminar will provide information on the similarity in market trends across presidential administrations, how economic principles endure through different presidencies, and shed light on the intersection of politics and economics.

Presented by Tony Farino, Vice President from Invesco.

Join us for a virtual session on Microsoft Teams.

RSVP Required: Please RSVP by no later than June 11th

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

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

Invesco 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

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