Healthcare in Retirement Date: Friday, September 26, 2025 Time: 12:00 PM - 1:00 PM EDT Join this event online Presented By: Marv Law, Founder of HealthBridge Insurance Solutions - HealthBridge Insurance Solutions Hosted By: OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Join OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC for an informational webinar with Marv Law of HealthBridge Insurance Solutions.Key topics include: A comprehensive 2026 Medicare cost breakdown Timelines and regulations relating to Medicare Important considerations when forming your retirement plan such as Income Related Monthly Adjustment Amount (IRMAA) If you have recently retired or plan to in the next coming years, you won't want to miss it! 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 This is an informationalseminar. There is no cost or obligation. HealthBridge Insurance Solutions andtheir representative are not affiliated with Ameriprise Financial Inc. Always consult a Medicare agent regarding your specific Medicare questions anddecisions. 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 andfluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
4 Strategies for a Smarter College Search Date: Tuesday, September 30, 2025 Time: 7:00 PM - 8:00 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Heidi King, Education and Partnerships - College Inside Track Hosted By: OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. The college admissions landscape is more complex than ever, making the process of finding right-fit schools - and applying successfully - challenging for families. It is crucial for parents to stay informed and view the college application process as a long-term project. Join OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC as we partner with national college expert Heidi King-Education and Partnerships, from College Inside Track, to learn how to strategically navigate to give your student the best chances. Key topics will include: Admission trends: increased selectivity and cost New versions of ACT/SATs FAFSA details How to stand out for admissions and scholarships Right-fit and how to find it If you have a high school student in grades 8-11, you won't want to miss! To reserve a spot: 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 Thisis an informational seminar. There is no cost or obligation to attend. College Inside Track is not affiliated with Ameriprise Financial. Any advice provided by College Inside Track (CIT) regarding the FAFSA, CSS Profile, or any other college or other financial advice is intended to be general advice and does not constitute advice specific to your situation. CITdoes not offer financial, legal, or tax advice. Individuals are encouraged todiscuss their financial needs with the appropriate professional regarding theirindividual circumstances. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved.