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Melanie.L.Finkle@ampf.com
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Melanie Finkle
CFP®, BFA™, APMA® • Financial Advisor • CERTIFIED FINANCIAL PLANNER® practitioner
Heritage Wealth Advisors •  A private wealth advisory practice of Ameriprise Financial Services, LLC
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Smart Strategies for College Financing - Planning for your child's future

May 20, 2026 - 12:00 PM PDT

Whether your child is in grade school or applying to colleges now, it’s never too early — or too late — to start planning for costs. Whether you plan to finance all or a portion of college, it’s important to understand the real cost and value of college. This presentation will focus on various savings vehicles and the tax implications and help address how to fit college savings goals into your overall financial plan.

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Presented by: Melanie Finkle, Financial Advisor - Heritage Wealth Advisors

Hosted by: Heritage Wealth Advisors

Join us!

Date: Wednesday, May 20, 2026

Time: 12:00 PM - 1:00 PM PDT

To reserve a spot: call us at 425.228.1000 or email us at sophia.jaksha@ampf.com
Learn more about personalized financial advice to help reach your financial goals at Ameriprise.com.
Visit my website
503.439.1880
Melanie.L.Finkle@ampf.com
Office Locations
  • Visit Melanie Finkle's Facebook page
  • Visit Melanie Finkle's LinkedIn page
  • This is an informational seminar. There is no cost or obligation.
    Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
    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.
    © 2026 Ameriprise Financial, Inc. All rights reserved.
  • This is an informational seminar. There is no cost or obligation.
  • Ameriprise Financial understands that privacy and security are important to you. We will only use the information you are providing 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.
  • Diversification can help protect against certain investment risks but does not assure a profit or protect against loss.
  • Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.
  • Melanie Finkle may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.
  • Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
  • An Associate with an Ameriprise Financial Franchise
  • The named advisory practice is not itself a separately-registered investment adviser or broker-dealer.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
  • 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.

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

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Financial Advisor

CFP®, BFA™, APMA®

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I look forward to helping you achieve your financial goals. Prepare for our meeting

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results.

This offer is only valid in the United States.


corporate entities and important disclosures | terms of use | privacy and security center | about email fraud

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

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.

© 2026 Ameriprise Financial, Inc. All rights reserved.