Events

Past Events

Financial Literacy

Rian Morrisey, Vice President, Senior Advisor Consultant - Oppenheimer Funds

Brock and Associates, a private wealth advisory practice of Ameriprise Financial Inc.

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Financial Literacy


This presentation will talk about these financial topics:

  • Accumulating – getting started and making big decisions
  • Protecting – insuring the big risks
  • Distributing – defining the purpose of wealth

    Bring a guest, family member, or co-worker and join us for the many topics being discussed at this presentation.

Oppenheimer Funds and Ivy Funds

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This is an informational seminar. There is no cost or obligation.

The Compass is a trademark of Ameriprise Financial, Inc.

Sponsored by Oppenheimer Funds and Ivy Funds. Oppenheimer Funds, Ivy Funds and their representatives are not affiliated with Ameriprise Financial, Inc.

Investment products are not federally or FDIC-insured, are not depositsor obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Brock and Associates is located at 5018 E 68thSt FL 1 Tulsa,OK 74136.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc., All rights reserved. 2201877ACMR0818

Securing Your Retirement-Transforming Social Security into a Winning Retirement Strategy

Justin Maddox, Vice President - BlackRock

Brock and Associates, a private wealth advisory practice of Ameriprise Financial, Inc.

Do you have questions about these Social Security topics?

  • Suspending benefits
  • Spousal benefits
  • Survivor benefits
  • Collection strategies
  • Cost of living adjustment (COLA)
  • Maximum Taxable earnings
  • Full retirement age for maximum benefits

Bring a guest and join us for this information dinner.

BlackRock & Ivy Funds

This is an informational seminar. There is no cost or obligation.

The Compass is a trademark of Ameriprise Financial, Inc. Sponsored by BlackRock,Mainstay and Voya. BlackRock, Mainstay and Voya and their representatives arenot affiliated with Ameriprise Financial, Inc. Ameriprise Financial Services,Inc. Member FINRA and SIPC. © 2018 Ameriprise Financial, Inc., All rightsreserved. 2188894ACMR0718