Upcoming events

Join us for our Annual Shred and Sundaes!

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

Looking to get rid of unwanted documents in a sweet and secure way? Join us for our Annual Shred Event on Thursday, April 30th from 3:00-5:00pm in the parking lot of our Charlottesville office.

For more information: call us at 434.220.4671 or email us at oakheartfinancialgroup@ampf.com
RSVP Online

There is no cost or obligation.

Avoiding Medicare Mistakes in Retirement

EDT

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

Angela Windett, Broker - Steinlage Insurance Agency

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

Do you or a loved one still have questions about your healthcare options in retirement? Join us for an educational webinar discussing how to avoid common mistakes related to Medicare and retirement planning with Angela Windett, Broker with Steinlage Insurance Agency.

During this virtual session, we will learn who is eligible for Medicare, how to define Medicare (moving parts and plans), IRMAA Appeals and Medicare changes for 2026, and ACA Outlooks for early retirees.

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

This is aninformational seminar. There is no cost or obligation to attend. SteinlageInsurance Agency and their associates are not affiliated with AmeripriseFinancial.

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 and fluctuation in value.

Michael Hancock's Retirement Celebration - Palm Springs, CA

PDT

Copley's on Palm Canyon, 621 North Palm Canyon Drive, Palm Springs, CA 92262

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

Join us as we celebrate Michael Hancock, founder of OakHeart Financial Group on his retirement after over 3 decades of excellent service and dedication.

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.

Michael Hancock's Retirement Celebration - Northern VA

EDT

Clyde's Willow Creek Farm, 42920 Broadlands Boulevard, Broadlands, VA 20148

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

Join us as we celebrate Michael Hancock, founder of OakHeart Financial Group on his retirement after over 3 decades of excellent service and dedication.

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.