Council Rock Wealth Advisory Group

📚🍎 Back to School & Ready to Shine! ✨

Wishing everyone an awesome First Day Back to School!

Here's to making new friends, learning new things, and having the best school year yet. 🎉

Approaching retirement or turning 65 soon? Medicare decisions can play a major role in your retirement income and healthcare planning.

Join us for an informative webinar designed to help you better understand your Medicare options and make confident decisions for the future.

🗓️ Wednesday, September 9, 2026
⏰ 5:30 PM - 6:30 PM ET
💻 Online Event via Microsoft Teams

Topics we'll cover:
✅ History of Medicare
✅ Medicare Parts A, B, C & D
✅ When to Enroll
✅ Medicare Costs, Premiums & Deductibles
✅ Medigap Plans
✅ Medicare Advantage Plans
✅ Considerations for Working Past Age 65

Whether you're nearing retirement or helping a loved one navigate Medicare, this educational session can provide valuable insights.

🔗 Register at https://bit.ly/4gXjmCA

Some of our Team had a blast at Wings Over Batavia Air Show yesterday. It’s always inspiring to be part of such an incredible community event.

Excited to be back for Day 2 and keep the momentum going! ✈️🚁

❤️ Give with Purpose. Create Lasting Impact.

Charitable giving is more than a donation. It's an opportunity to support causes you care about, make a difference in your community, and leave a meaningful legacy.

Join us for our complimentary webinar, Giving with a Purpose, where we'll discuss: ✔️ What assets you can donate
✔️ Strategies for making charitable gifts
✔️ Important tax considerations
✔️ Tips to help avoid charitable giving scams

📅 August 26, 2026
🕠 5:30 PM (EST)
💻 Virtual via Microsoft Teams

Reserve your spot today: https://bit.ly/4gIJX7c

📈 Market Update Webinar

Wondering how current market trends may impact investors? Join us for our upcoming Q3 Market Update Webinar, where we'll discuss key economic and market developments, recent performance trends, and what they may mean for diversified investors.

🗓️ August 19, 2026
⏰ 5:30 PM (EST)
💻 Virtual event via Microsoft Teams

This informational seminar is complimentary, and there's no cost or obligation to attend.

🔗 https://bit.ly/4gcFus7

✨ As our summer intern, Maddy, wraps up her time with us and heads back to school, we want to take a moment to recognize the impact she's made on our team.

Her enthusiasm and willingness to jump in wherever needed have made her a standout contributor from day one. Watching her grow, learn, and add value throughout her internship has been truly rewarding.

One of the best parts of a strong internship program is seeing talented students evolve into future team members. We're excited to welcome her back in January in a full-time role and can't wait to see all she'll accomplish in the next chapter of her career. 🎉

Wishing her a successful semester! We'll see you soon Maddy! 😉

✨ The Latest Edition of the CRWAG Café Newsletter is here!
View it here: https://bit.ly/4hobKL7

This issue includes:
🔹 Client Appreciation Event highlights
🔹 Community volunteer efforts
🔹 Team member spotlight
🔹 Employee milestones
🔹 Upcoming educational webinars

We're proud to share what our team has been up to and what's coming next. Thank you for being part of our journey!

⚠️ Could you recognize a scam before it's too late?

Join us for a complimentary webinar:
➡️ Common Types of Fraud: How to Protect Yourself and Your Loved Ones
We'll discuss today's most common fraud schemes and scams. You'll learn how to identify red flags, protect yourself and your family, and better understand the security resources available through Ameriprise.

📅 August 12
🕒 5:30 - 6:30 PM (EST)
💻 Microsoft Teams

🔗https://bit.ly/4q7Xg48

Knowledge is one of your best defenses. We hope you'll join us!