Join OakHeart Financial Group for a complimentary session where we'll discuss a five-step system designed to help you manage your money, design your life, and create your future - including creating a vision, knowing where you are, designing your plan, making it happen, and enjoying the journey. Presented by Elisabeth Moore, Vice President, Market Leader with Invesco
Please join us for chocolate and wine pairing at 5:30 PM followed by the "Your Prosperity Picture" workshop at 6:00 PM. Please invite a family member, coworker or friend to join you.
Wednesday Jan 22, 2025
5:30 PM - 7:30 PM EST
Date: Wednesday, January 22, 2025
Time: 5:30 PM - 7:30 PM EST
This is an informational seminar. There is no cost or obligation. This event is sponsored by: Invesco. These sponsors and representatives 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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved. 7461491ACMR1224
OakHeart Financial Group
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233 Hydraulic Ridge Rd. Suite 104, Charlottesville, VA 22901 – (434) 295-3141 – connect@cvillechamber.com