Upcoming events

Social Security: Preparing for Retirement

EDT

Join this event online

Bill Strott, Regional Director - MFS

Council Rock Wealth Advisory Group

During this complimentary session, we'll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.

To reserve a spot: call us at 585.978.8127 or email us at elizabeth.kemp@ampf.com

This is an informational seminar. There is no cost or obligation. MFS and its representatives are not affiliated with Ameriprise Financial, Inc. Always consult a Social Security agent or attorney regarding your specific Social Security 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial Inc. All rights reserved.

The Gift of a Financial Plan

EDT

Join this event online

Dan Hayes, Financial Advisor and CEO - Council Rock Wealth Advisory Group

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

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.