The Homestretch: Seven Things You Need to Do in the Decade Before You Retire Date: Wednesday, July 16, 2025 Time: 6:30 PM - 7:30 PM EDT Join this event online Presented By: Rodney S. Jones, Senior Investments Learning Consultant - Franklin Templeton Hosted By: Council Rock Wealth Advisory Group As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss: Seven important things you should do before retirement How to identify potential hurdles Strategies you can use to help successfully cross the finish line 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. Franklin Templeton and its representatives are not affiliated with Ameriprise Financial, Inc. 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.
5 Ways Technology Will Change How You Age Date: Wednesday, August 13, 2025 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Tom Barrett, Managing Director - Hartford Funds Hosted By: Council Rock Wealth Advisory Group Discover how tech and AI are revolutionizing aging! With a bunch of cool new apps, gadgets, and services, it’s never been simpler for folks to keep working, stay healthy, live comfortably at home, and stay in touch with loved ones and life’s little pleasures as they get older. Join us to explore research from the MIT AgeLab: See the vast universe and scope of tech and AI for everyday tasks Understand how these apps and devices can enhance clients’ quality of life Learn how clients can try out some of these technology innovations 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 Hartford and its 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Understanding Medicare: The Ins and Outs of Medicare Coverage Date: Wednesday, September 10, 2025 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Bobbi Barnes, Senior Vice President - John Hancock Hosted By: Council Rock Wealth Advisory Group Retirees are faced with many important decisions. Some are more challenging than others, such as understanding Medicare and how it affects your financial plan into retirement. Learn how to plan for Medicare decisions by understanding the ins-and-outs of the program and its many parts. This is critical knowledge for many reasons, including the impact of premiums, copays, and deductibles on retirement income. In this seminar we will cover: History of Medicare Medicare parts & when to enroll Medicare costs Medigap plans Medicare Advantage plans Working past 65 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. John Hancock and its representatives are not affiliated with Ameriprise Financial, Inc. The Compass is a trademark of Ameriprise Financial, Inc. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial Inc. All rights reserved.
Social Security: Preparing for Retirement Date: Wednesday, September 17, 2025 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Bill Strott, Regional Director - MFS Hosted By: 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 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. 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.