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 To reserve a spot: call us at 415.743.9800 or email us at fociwealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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.
Night At The Movies! Date: Wednesday, July 24, 2024 Time: 5:00 PM - 7:00 PM PDT Location: Century Pleasant Hill Theatre , 125 Crescent Dr, Pleasant Hill, CA 94523 Hosted By: Ameriprise Financial, Walnut Creek Please join us for a private showing of Fly Me To The Moon RSVP by Monday July 9th to reserve a spot for you and a guest Theatre access will begin at 5pm., and the film will start promptly at 5:30pm, with no previews Sponsored by Fidelity Investments There is no cost or obligation to attend. Fidelity and its representatives are not affiliated with Ameriprise Financial, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP® certification mark (with plaque design) logo in the U.S. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.6628417ACMR0524
Walnut Creek Branch Special Wine Tasting Night Date: Wednesday, May 15, 2024 Time: 4:30 PM - 7:00 PM PDT Location: William Welch Winery Tasting Room , 837 Main Street, Martinez, CA 94553 Hosted By: David L Shackelford, CFP®, CRPC™ | Branch Manager | Vice President | Walnut Creek Advisors Sponsored By: John Hancock | Eaton Vance | PGIM Investments | MFS Asset Management | Victory Capital Funds Wine tasting at William Welch Winery Tasting Room in historical downtown Martinez, California. Food: Catering by Tina Music: The Breedloves are the Bay Area’s BELOVED PERFORMING DUO PLAYING A DIVERSE COLLECTION OF ORIGINAL styles that draws influences from flamenco, classic rock, and pop, with a unique blend of fast fingering ukulele playing! There is no cost or obligation. The Walnut Creek Branch is located at 100Pringle Avenue, Suite 420, Walnut Creek, CA 94596. 925-937-0500 John Hancock, Eaton Vance, PGIM, MFS & Victory Capital Funds and its representatives are not affiliated with Ameriprise Financial, Inc Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6474997ACMR0324