Upcoming events

Master Medicare with Margo

EDT

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

Margo Steinlage-Kreider , co-owner of Steinlage Insurance Agency

OakHeart Financial Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

The webinar will cover the importance of integrating Medicare strategy into your retirement plan and will include the following:

  • Medicare rules for those working with large employers, small employers, and solo practitioners.
  • Important Medicare enrollment regulations and timelines.
  • Upcoming changes to Medicare Part D under the 2023 Inflation Reduction Act.
  • Variables to consider when forming your retirement and healthcare plan: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, Donut hole, COBRA rules.
To reserve a spot: call us at 434.220.4671 or email us at oakheartfinancialgroup@ampf.com

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

Steinlage Insurance Agency and Margo Steinlage-Kreide are not affiliated with Ameriprise Financial Inc.

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.

Family Love Letters

EDT

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

Cheri Brooks, Managing Director - Neuberger Berman

OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Please join us and our guest speaker from Neuberger Berman for a discussio n on how to give this “gift” to your family. Crafting your own personalized Family Love Letter will help you make thoughtful choices and feel prepared while also preventing rash decisions and mistakes during a time of grief and confusion.

To reserve a spot: call us at 434.220.4671 or email us at oakheartfinancialgroup@ampf.com

This is an informational seminar. There is no cost or obligation. Neuberger Berman and its representatives are not affiliated with Ameriprise Financial, Inc. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guarantee d by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.