Maximize Your Medicare Experience Date: Friday, April 25, 2025 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Margo Steinlage, Owner and Agent - Steinlage Insurance Agency Hosted By: OakHeart Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. Medicare Secondary Payor rules in detail for those working with large employers, small employers, and solo practitioners. Medicare enrollment regulations and updated enrollment timelines. Upcoming changes to Medicare Part D for 2025 under the Inflation Reduction Act "IRA". The proposed 2025 "Smoothing Provisions" under IRA. Variables to consider when approaching Medicare eligibility: Income Related Monthly Adjustment Amount (IRMAA), Health Savings Account (HSA) funding, COBRA/Medicare rules. Potential creditable coverage access issues due to IRA for those working past 65. 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 This is an informational seminar. There is no cost or obligation. Steinlage Insurance Agency and Margo Steinlage are not affiliated with Ameriprise Financial Inc. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial Inc. All rights reserved.