Upcoming events

Wine Night

PDT

William Welch Tasting Room , 837 Main Street , Martinez , CA 94553

Walnut Creek and San Francisco Advisors

First Eagle, NY Life, American Century, Natixis & PGIM

Please join us for evening of wine tasting, appetizers and live music! We will be hosting you and your guest at William Welch Winery 837 Main Street, Martinez, CA 94553 starting @ 4:30 pm – 7:30 PM.

Guests are welcome to attend as well, so feel free to invite friends! We hope to see you there!
To reserve a spot: call us at 925.937.0500 or email us at marlena.slinker@ampf.com

There is no cost or obligation. The Walnut Creek Branch is located at 100 Pringle Avenue, Suite 420,Walnut Creek, CA 94596. 925-937-0500

Third parties and their representatives are not affiliated withAmeriprise Financial, Inc

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved. 7807869ACMR0425

Past events

Charitable Giving

PST

You must RSVP to receive access credentials for this event or seminar

Emil J. Peinert, CFP®,?CRPC®,?APMA®,? RICP®,?CLU® , Private Wealth Advisor

Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Various options for charitable giving

Tax advantages of charitable giving

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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, INC. All rights reserved.

Ameriprise National Day of Service

PDT

Alameda County Food Bank , 7900 Edgewater Dr, Oakland, CA 94621

Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

PGIM Investments

Let's help end hunger together by volunteering to pack food at the Alameda County Food Bank.Breakfast will be provided prior.

There is no cost or obligation. PGIM and its representatives are not affiliated with Ameriprise Financial.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7043179ACMR0924

7 Things No One Tells You About Retirement

PDT

You must RSVP to receive access credentials for this event or seminar

Christopher Gowe, Division Manager - Columbia Threadneedle Investments

Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

This is an informational seminar.There is no obligation or cost to attend. Columbia Threadneedle Investments and its representatives are affiliated with AmeripriseFinancial.

Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved. 7034061ACMR0924

Making the Most of Your Employee Benefits this Open Enrollment Season

PDT

You must RSVP to receive access credentials for this event or seminar

Emil J. Peinert, CFP®,?CRPC®,?APMA®,? RICP®,?CLU® , Private Wealth Advisor

Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Open Enrollment is here! Follow along andfill your forms out or just listen in!

CA Insurance #0E96593

This is an informational seminar. Thereis no cost or obligation.

Certified Financial Planner Board ofStandards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™and CFP (with plaque design) in the U.S.

Ameriprise Financial, Inc. and itsaffiliates do not offer tax or legal advice. Consumers should consult withtheir tax advisor or attorney regarding their specific situation.

Investment products are not insured bythe FDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value.

Securities offered by AmeripriseFinancial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial,Inc. All rights reserved.

August Market Perspectives

PDT

Cornerstone, 2367 Shattuck Ave., Berkeley , CA 94704

Brian Nash, Vice President, Regional Director - Goldman Sachs

Foci Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Goldman Sachs

You and Yours are Invited to Attend a Special Event!

Dinner served at Cornerstone.

This is an informational seminar. There is no cost or obligation. Goldman Sachs and their 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. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.