Upcoming Events

Medicare Information Session

Stephen Conroy, CLTC

Patton, Heide & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.

Most people do not realize what a Long Term Care event will cost, the effect it will have upon their retirement portfolio, family and standard of living. Or the consequences of not signing up for a Medicare Supplement plan when first eligible.

During this overview session Stephen Conroy, CLTC, will discuss the following:

1) When to apply for Medicare Supplement.

2) Medicare Advantage or Medicare Supplement... what's the difference?

3) What are the pitfalls and are there penalties?

4) Why do the insurance carriers all charge different prices?

5) Does it include prescription drug?

To reserve a spot: call us at 908.713.6600, or email us at toni.clarke@ampf.com or make your reservations online

Stephen Conroy is not affiliated with Ameriprise Financial Services, Inc.

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Family Love Letter

Michelle L. Heide, CFP, CRPC, BFA, Private Wealth Advisor

Patton, Heide & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.

Information in a time of confusion

In today’s constantly changing environment, making plans to provide a sound future for your loved ones is more important than ever.

Creating a Family Love Letter™ can help you with sensitive conversations with your family about preserving and transferring the legacy you leave behind.

During this complimentary event, Michelle will walk you through the Family Love Letter brochure so you can learn how to give your family a gift of time, love and clarity.

  • Mark W. Yaros, Esq., Partner at McNally, Yaros, Kazinski & Lime, LLC
  • Charles J. Orlando, CPA, Managing Member at Charles Orlando CPA, LLC
  • Chris Knoll, Funeral Director, Martin Funeral Home

will be available for Q & A

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

To reserve a spot: call us at 908.713.6600, or email us at toni.clarke@ampf.com or make your reservations online

Family Love Letter™, McNally, Yaros, Kazinski & Lime, LLC, Charles Orlando CPA, LLC and Martin Funeral Home nor their representatives are not affiliated with AmeripriseFinancial, Inc.

Ameriprise Financial Services, Inc., Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc., All rights reserved.

2019904ACMR0218

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Standing in the Gap

Robert J. Shanahan, Jr., Attorney - Shanahan & Voigt, LLC

Patton, Heide & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.

As adults, we do all kinds of things for ourselves. And we are expected to do so. But, as we get older, we may lose the ability to do one or more of these things. An example is a parent who can no longer pay bills correctly. Maybe they get confused. This creates a “gap” that could cause harm to the elderly adult.

If you are a child, or another loved one, you may be called upon to stand in that gap and solve the problem. You may be a spouse, but more likely a daughter. You may be the oldest son. Someone will be expected to step up and save the day. Your responsibility will be demanding. It will be easy to become overwhelmed. But with some planning and tools, you could render a valuable service to that loved one.

This presentation will discuss how to Stand in the Gap: Gaining legal authority to act, common practical issues faced, and the need to take care ofyourself.

To reserve a spot: call us at 908.713.6600, or email us at toni.clarke@ampf.com or make your reservations online

Eaton Vance

Robert J. Shanahan Jr., Shanahan & Voight, LLC and its representatives are not affiliated with Ameriprise Financial Services, Inc.

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