Charitable Giving Date: Thursday, November 14, 2024 Time: 4:00 PM - 5:00 PM PST You must RSVP to receive access credentials for this event or seminar Presented By: Emil J. Peinert, CFP®,?CRPC®,?APMA®,? RICP®,?CLU® , Private Wealth Advisor Hosted By: 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 Date: Friday, November 1, 2024 Time: 10:00 AM - 3:30 PM PDT Location: Alameda County Food Bank , 7900 Edgewater Dr, Oakland, CA 94621 Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: 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 Date: Tuesday, October 22, 2024 Time: 4:00 PM - 5:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Christopher Gowe, Division Manager - Columbia Threadneedle Investments Hosted By: 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 Date: Wednesday, October 16, 2024 Time: 4:00 PM - 5:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Emil J. Peinert, CFP®,?CRPC®,?APMA®,? RICP®,?CLU® , Private Wealth Advisor Hosted By: 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 Date: Thursday, August 29, 2024 Time: 6:30 PM - 8:30 PM PDT Location: Cornerstone, 2367 Shattuck Ave., Berkeley , CA 94704 Presented By: Brian Nash, Vice President, Regional Director - Goldman Sachs Hosted By: Foci Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: 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.