Starboard Financial Group Presents College Inside Track Date: Tuesday, March 18, 2025 Time: 6:30 PM - 7:30 PM CDT Join this event online Presented By: Heidi King - College Inside Track Hosted By: Dana Felton CFP®, Private Wealth Advisor Creating a Family Strategy for Paying for College and then, discussing it with your kids The two scariest parts of thecollege process are figuring out how to pay for it, and then having thatconversation with your child. We will provide an overview of how to develop afamily philosophy and budget for college, explain how different student loansand scholarships work, and review the major financial aid changes that havetaken place in 2024-25. This session will provide essential information to helpyour family navigate the college search process with confidence. KeyTopics: · 3 key pillars of finding right-fitschools · Rising tuition and cost to attendcollege · Determining your family strategy topay for school · FAFSA, merit scholarships, and theirdifferences in financial aid · Loans and guidelines for debt For more information: call us at 262.641.4100 or email us at starboardfinancialgroup@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 These are informational seminars. There is no cost orobligation. Starboard Financial Group is a private wealth advisorypractice of Ameriprise Financial Services, LLC. College Inside Track and its representative are not affiliated with Ameriprise Financial. 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.
Starboard Financial Group Presents College Inside Track Date: Tuesday, February 18, 2025 Time: 6:30 PM - 7:30 PM CST Join this event online Presented By: Heidi King - College Inside Track Hosted By: Dana Felton CFP®, Private Wealth Advisor 4Strategies for a Smarter College Search! With the landscape of college admissions and financial aid constantly shifting, it’s crucial for parents and students to stay informed and adapt their strategies. This session will provide essential information to help your family navigate the college search process with confidence. KeyTopics: · Changing Admission Trends · Standardized Test Requirements · Growing Selectivity · FAFSA and Financial Aid Changes · Fit and how to find it These are informational seminars. There is no cost or obligation. Starboard Financial Group is a private wealth advisory practice of Ameriprise Financial Services, LLC. College Inside Track and its representative are not affiliated with Ameriprise Financial. 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.
Join us for National Day of Service Date: Saturday, November 30, 2024 Time: 12:00 AM - 11:45 PM CST Join this event online Presented By: Starboard Financial Group is proud to participate in the Ameriprise National Day of Service by supporting hunger relief efforts in our community. - November 15th - 30th we're conducting a virtual food drive benefiting Feeding America of Eastern WI. Hosted By: Dana Felton, CFP®, Private Wealth Advisor Come spend time making a difference in our community. Please join us for the National Day of Service.
You're Invited! Starboard Financial Group Client Appreciation Event Date: Sunday, September 15, 2024 Time: 12:00 PM - 6:00 PM CDT Location: New Berlin Hills Golf Course, 13175 W. Graham St., New Berlin, WI 53151 Hosted By: Dana Felton, CFP®, Private Wealth Advisor Sunday, September 15, 2024 (12:15 p.m. to 3:30 p.m. optional Golf Outing) 3:30 p.m. to 6:00 p.m. Main Reception Reception: 3:30 p.m. Refreshments & hors d’oeuvres 4:00 p.m. Golf Outing prizes 4:30 p.m. Dinner served 5:00 p.m. Greetings from Dana & TeamPlease RSVP by Tuesday, September 3rd to StarboardFinancialGroup@ampf.com, text (262) 288 2898, call (262) 641-4100 x115 (Grace Heck, Planning Assistant) There is no cost or obligation to participate. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.
Starboard Financial Group is Proud to Sponsor WOCA for Nancy's Run, Rock & Stroll Date: Saturday, September 14, 2024 Time: 8:00 AM - 12:00 PM CDT Location: Greenfield Park - Cool Waters Pavilion, 2028 S 124th St, West Allis, WI 53227 Hosted By: Dana L. Felton, CFP®, Private Wealth Advisor Sponsored By: Dana L. Felton, CFP®, Private Wealth Advisor We are proud to sponsor the Wisconsin Ovarian Cancer Alliance in continuing their mission to provide Education, Support and Funding of Research for Ovarian Cancer throughout Wisconsin. Register to join our team here! https://runsignup.com/Race/Register/RaceGroup-1583180?raceId=68025 Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the U.S. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.