Avoiding Medicare Mistakes in Retirement Date: Friday, June 21, 2024 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Angela Windett - Steinlage Insurance Agency Hosted By: 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• 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. We welcome you to share this invitation to assist those you care about with informed Medicare decisions. To reserve a spot: call us at 434.220.4671 or email us at oakheartfinancialgroup@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information 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. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Steinlage Insurance Agency and their representative are not affiliated with Ameriprise Financial Inc. Always consult a Medicare agent regarding your specific Medicare questions and decisions.
Shred-n-Go! Date: Tuesday, April 23, 2024 Time: 3:00 PM - 5:00 PM EDT Location: OakHeart Financial Group Parking Lot, 14350 Sommerville Ct, Midlothian, VA 23113 Hosted By: OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Overwhelmed by piles of old documents? Worried about identity theft? Ready to get rid of those tax documents? Now is your chance to shred all of your personal documents. Join two offices of Ameriprise Financial as they sponsor an on-site shredding event. Select location and time convenient for you! Drive through – please have all your personal shredding in the back/ trunk of your vehicle. You will pull up and pop the back and we will remove your bags for you. To reserve a spot: call us at 434.220.4671 or email us at oakheartfinancialgroup@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information 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. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar