Upcoming events

Understanding Medicare from A to D

  • Brian Fakhoury, CIMA®, Vice President & Advisor Consultant - First Eagle Funds
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services LLC

Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy.

Though Medicare is an important resource available to us as we age, making use of it can often be a complicated and confusing process.

Join Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC as we welcome Brian Fakhoury, CIMA®, Vice President and Advisor Consultant at First Eagle Funds as he presents this informational seminar that will cover:

  • An introduction to the program, its coverage and costs
  • The enrollment process, where and how to start
  • Coordinating Medicare benefits with other forms of insurance
  • Resources available to help Medicare participants
For more information: email us at pellwealthpartners@ampf.com

This is an informational seminar. There is no cost or obligation. First Eagle Funds is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial Inc. All rights reserved. 3592841ACMR0521

Understanding Medicare from A to D

  • Brian Fakhoury, CIMA®, Vice President and Advisor Consultant - First Eagle Funds
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy.

Though Medicare is an important resource available to us as we age, making use of it can often be a complicated and confusing process.

Join Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC as we welcome Brian Fakhoury, CIMA®, Vice President and Advisor Consultant at First Eagle Funds as he presents this informational seminar that will cover:

  • An introduction to the program, its coverage and costs
  • The enrollment process, where and how to start
  • Coordinating Medicare benefits with other forms of insurance
  • Resources available to help Medicare participants
For more information: email us at pellwealthpartners@ampf.com

This is an informational seminar. There is no cost or obligation. First Eagle Funds is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021Ameriprise Financial Inc. All rights reserved. 3592841ACMR0521

Past events

Knowledge is Power: Financial Strategies for Women

  • Julie Wendholt, APMA®, Financial Advisor | Vice President - Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Women face unique financial concerns at every stage of their lives. Whether your children are still at home, you are helping to care for an aging parent, you are actively working to accumulate wealth, or looking towards retirement -- there are many factors to take into consideration at every turn.

Join Julie Wendholt, APMA ® , Financial Advisor and Vice President of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC for this informational seminar to discuss:

  • Risk tolerance and investing wisely
  • Planning for longer life spans
  • Handling multiple roles and responsibilities

This is an informational seminar. There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial Inc. All rights reserved.

Knowledge is Power: Financial Strategies for Women

  • Julie Wendholt, APMA®, Financial Advisor | Vice President - Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
  • Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC

Women face unique financial concerns at every stage of their lives. Whether your children are still at home, you are helping to care for an aging parent, you are actively working to accumulate wealth, or looking towards retirement -- there are many factors to take into consideration at every turn.

Join Julie Wendholt, APMA ® , Financial Advisor and Vice President of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC for this informational seminar to discuss:

  • Risk tolerance and investing wisely
  • Planning for longer life spans
  • Handling multiple roles and responsibilities

This is an informational seminar. There is no cost or obligation. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2021 Ameriprise Financial Inc. All rights reserved.