Upcoming events

Four Strategies for a Smarter College Search Webinar

EDT

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

Heidi King - College Inside Track

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

This past year has resulted in some of the most significant changes to the college planning process in decades.

  • Admission trends have changed around how colleges admit students.
  • Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests.
  • The number of schools on the “more selective” list continues to grow.
  • Substantial changes to the FAFSA and financial aid may make college more expensive.

Join OakHeart Financial as we partner with national college expert Heidi King to learn how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarship and financial aid.

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

There is no cost or obligation to attend.

College Inside Track and its representative are not affiliated with Ameriprise Financial.

Complimentary Professional Photography Session

PDT

Ruth Hardy Park, 700 Tamarisk Street, Palm Springs, CA 92262

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

Are you hoping to capture a great photo of your family this year?

If so, we’ve got you covered!

You and your loved ones are invited to schedule a complimentary photography mini-session.

Schedule your professional mini-photo session by emailingor calling Business Development Manager, Holly Tomski, at holly.tomski@ampf.com or 434.220.4671.

Sessions will be scheduled in 15-minute windows beginningat 9:30 AM. Please indicate your desired time slot(s): 9:30, 9:45, 10:00, 10:15,10:30, 10:45, 11:00, 11:15, 11:30, and the total number of peoplein your party.

Each session will result in 3-7 digital images provided viaemail in time for the holidays!

Session availability is limited and will be scheduled in order of RSVP received.

To reserve a spot: call us at 434.220.4671 or email us at holly.tomski@ampf.com
RSVP Online

There is no cost or obligation.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved

Pride Parade Party

PST

Trio, 707 N Palm Canyon Drive, Palm Springs, CA 92262

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

We hope you will share the love and grab a friend to join us for this year's Pride parade party! Boxed lunches, open bar, and prime pride parade side seating will be provided.

To reserve a spot: call us at 760.581.0044 or email us at oakheartfinancialgroup@ampf.com
RSVP Online

There is no cost or obligation to attend.

Traveling in Retirement Webinar

EST

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

Whit Cook, Retired Financial Advisor and World Traveler

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

Whether you are/plan to travel the world or have one bucket list destination, you’re not going to want to miss this entertaining and educational webinar on traveling in retirement. The webinar will be provided by retired financial advisor and world traveler, Whit Cook, and will include:

  • Storytelling to learn from Whit’s mistakes.
  • A self-evaluation to discover your travel motivations.
  • Tips on getting the most value-goal alignment.
  • Ideas on ways to protect yourself and your trip.
  • And other general and unique travel planning suggestions!
To reserve a spot: call us at 434.220.4671 or email us at oakheartfinancialgroup@ampf.com
RSVP Online

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

Whit Cook is not affiliated with Ameriprise Financial