Upcoming events

Timeless Principles of Investing

EST

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Steve Pietricola, Regional Director - Eaton Vance

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
RSVP Online

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.© 2025 Ameriprise Financial Inc. All rights reserved. 7477403ACMR0125

The Family Love Letter

EST

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Karen Drancik, Senior Vice President - Neuberger Berman

Council Rock Wealth Advisory Group

Making plans to provide a sound future for your loved ones is an important part of any sound legacy plan. Creating a Family Love Letter can help with sensitive conversations with your family about preserving, protecting and transferring the legacy you leave behind.

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

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.© 2025 Ameriprise Financial Inc. All rights reserved. 7477403ACMR0125