How New Tax Law Changes May Impact You Date: Thursday, October 16, 2025 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: John Wade, Financial Advisor - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group • What you need to know • Key Changes • How we can help To reserve a spot: call us at 585.978.8127 or email us at elizabeth.kemp@ampf.com 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. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. 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. The Compass is a trademark of Ameriprise Financial inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial Inc. All rights reserved.
The Gift of a Financial Plan Date: Wednesday, October 22, 2025 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Dan Hayes, Financial Advisor and CEO - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group Help ensure the success of your financial legacy by considering a financial plan gift to your children or other family members. Let’s talk about how to build on the foundation you’ve created and ensure the people you care about get sound advice. By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found at www.ameriprise.com/privacy-security-fraud. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. By joining this meeting your image, voice, and chat that you share may be available to all meeting invitees, including your display name. Content is subject to archival, monitoring, review and disclosure to someone other than meeting participants. To reserve a spot: call us at 585.978.8127 or email us at elizabeth.kemp@ampf.com 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. 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. © 2025 Ameriprise Financial Inc. All rights reserved.