Upcoming events

Healthcare in Retirement: 2025 Cost, Changes and Options

EDT

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

Marv Law - HealthBridge Insurance Solutions

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 h informed Medicare decisions.

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

HealthBridge Insurance Solutions and their representative are not affiliated with Ameriprise Financial Inc.

Always consult a Medicare agent regarding your specific Medicare questions and decisions.

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

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.

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