Timeless Principles of Investing Date: Thursday, January 15, 2026 Time: 5:30 PM - 6:30 PM EST Join this event online Presented By: Steven Pietricola, Regional Director - Eaton Vance Hosted By: Council Rock Wealth Advisory Group An Investor’s Guide to Understanding the Past, Managing the Present and Planning for the Future. 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. Eaton Vance 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Family Love Letter Date: Wednesday, January 28, 2026 Time: 5:30 PM - 6:30 PM EST Join this event online Presented By: Klaudia Czarnocka, Client Advisory Specialist - Neuberger Berman Hosted By: Council Rock Wealth Advisory Group Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes. 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. Neuberger Berman 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.
How to navigate volatile markets Date: Wednesday, February 18, 2026 Time: 5:30 PM - 6:30 PM EST Join this event online Presented By: Dan Hayes, CEO - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. To reserve a spot: call us at 585.993.7747 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
How to Cover Extended and Long Term Care Costs Date: Wednesday, March 11, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Holt McGee, Senior Regional Vice President - RiverSource Life Insurance Co. of New York Hosted By: Council Rock Wealth Advisory Group • Identify potential long-term and chronic care needs • Understand how these needs could affect your lifestyle • Protect yourself financially from long-term or chronic care expenses 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 seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
6 pillars financial planning Date: Thursday, April 9, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Alyssa Fox, Financial Advisor - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise financial advisor can help you examine your current finances and plan for the future. To reserve a spot: call us at 585.993.7747 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Planning For Life's Big Moments Date: Wednesday, April 15, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Angelina Smith, Regional Director - Fidelity Hosted By: Council Rock Wealth Advisory Group 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. Fidelity 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.
Preparing for taxes in retirement Date: Wednesday, May 6, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Andrew Ward, Financial Advisor - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Plan to Give More (Estate Planning) Date: Wednesday, May 13, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: David Houston, Director of Advanced Strategies - RiverSource Life Insurance Co. of New York Hosted By: Council Rock Wealth Advisory Group Control how your estate is distributed Give to loved ones or charities important to you Help reduce taxes and leave a larger legacy 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 seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any federal 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.
Charitable Giving Your Way Date: Wednesday, June 10, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: David Houston, Director of Advanced Strategies - RiverSource Life Insurance Co. of New York Hosted By: Council Rock Wealth Advisory Group Why we give Deductions for charitable contributions Charitable giving strategies Determining appropriate strategies for you 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 seminar is sponsored by RiverSource Insurance, an affiliate of Ameriprise Financial. 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. Before you purchase insurance, be sure to consider the policy’s features, benefits and fees, and whether it is appropriate for you, based on your financial situation and objectives. Issued by RiverSource Life Insurance Company, Minneapolis, Minnesota, and in New York only, by RiverSource Life Insurance Co. of New York, Albany, New York. Affiliated with Ameriprise Financial Services, LLC. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
The Homestretch: 7 Things You Need to do in the Decade before you Retire Date: Thursday, June 25, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: David Cooperman, VP Market Leader - Franklin Templeton Hosted By: Council Rock Wealth Advisory Group 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.
College Planning Essentials Date: Wednesday, July 15, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Kristia Adrian - JP Morgan Hosted By: Council Rock Wealth Advisory Group During this complimentary session we’ll explore College Planning Essentials. We’ll discuss why college matters, the rise of tuition costs and what you can expect to pay, utilizing financial aid, and the importance of saving and investing. 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.
Personal Security Insights (Cybersecurity) Date: Wednesday, July 29, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Angelina Smith, Regional Director - Fidelity Hosted By: Council Rock Wealth Advisory Group 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
Common Types of Fraud: How to protect yourself and your loved ones Date: Wednesday, August 12, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Jordan Orvek, Financial Advisor - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. 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.© 2024 Ameriprise Financial, Inc. All rights reserved.
Giving with a purpose Date: Wednesday, August 26, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Dan Hayes, CEO - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Understanding Medicare Date: Wednesday, September 9, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Robert Barnes, Senior Vice President - Manulife John Hancock Investments 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.
Social Security: Preparing for Retirement Date: Wednesday, September 23, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: William 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. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). 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.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Thursday, October 8, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Mary Beth Fairchild, Financial Advisor - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. 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. © 2024 Ameriprise Financial, Inc. All rights reserved.
Thriving in the sandwich generation Date: Wednesday, October 21, 2026 Time: 5:30 PM - 6:30 PM EDT Join this event online Presented By: Dylan Joy, Financial Advisor - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group Members of the sandwich generation are faced with a distinct set of financial and emotional challenges while also balancing the needs of aging parents and younger children. In this seminar, we’ll talk through these hurdles and share actionable steps to help you prioritize your financial future while also supporting your family. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Strategies to help you make an impact with your estate Date: Wednesday, November 4, 2026 Time: 5:30 PM - 6:30 PM EST Join this event online Presented By: Dan Hayes, Financial Advisor - Council Rock Wealth Advisory Group Hosted By: Council Rock Wealth Advisory Group One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
The Gift of a Financial Plan Date: Wednesday, November 18, 2026 Time: 5:30 PM - 6:30 PM EST Join this event online Presented By: Dan Hayes, 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. 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
5 Ways Technology Will Change the Way You Age Date: Thursday, December 3, 2026 Time: 5:30 PM - 6:30 PM EST Join this event online Presented By: Tom Barrett, Managing Director - Hartford Funds Hosted By: Council Rock Wealth Advisory Group 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.
Principles of Long-Term Investing Resilience Date: Wednesday, December 9, 2026 Time: 5:30 PM - 6:30 PM EST Join this event online Presented By: William Strott, Regional Director - MFS Hosted By: Council Rock Wealth Advisory Group During this complimentary session, we’ll discuss how to stay calm when market volatility heats up with the principles of investing with resilience. We’ll talk about: Some of the behavioral reactions we have toward market news Ten principles we can follow to help weather market volatility and invest with resilience 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