Upcoming events

Movie Night - Mufasa: The Lion King

PST

The Regal Stonestown Galleria, 3251 20th Ave, San Francisco, CA 94132

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

Join us for a night at the movies!

To reserve a spot: call us at 415.743.9800 or email us at fociwealth@ampf.com

There is no cost or obligation. Eaton Vance, First Eagle, Harford Funds, Natixis and their representatives are not affiliated with Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment advisor. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 7273525ACMR1124

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.