Upcoming events

Protect Yourself from Yourself

EDT

Join this event online

Jack O'Shea, Regional Advisor Consultant - Columbia Threadneedle

Council Rock Wealth Advisory Group

Learn why we make emotional decisions about our money and how to get the most out of your investments — despite your instincts.

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. Columbia Threadneedle and its representatives are affiliates 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. 7477403ACMR0125

Behavioral Finance

EDT

Join this event online

Angelina Smith, Regional Director - Fidelity

Council Rock Wealth Advisory Group

Why investors make the decisions they do. During this complimentary session,you’ll learn:

  • How changes over time affect decision-making
  • The reasons behind decision-making
  • Types of bias
  • How to create a 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. 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.© 2025 Ameriprise Financial Inc. All rights reserved. 7569714ACMR0225