Upcoming events

Wine Tasting

PDT

William Welch Winery Tasting Room, 837 Main St, Martinez, CA 94553

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

Melanie Dunn | John Hancock, Autrey Gates | Eaton Vance, Neil Conway | PGIM Investments, Jordan Selvin | MFS Asset Management, Kurt Blanz | Victory Capital Funds

Wine tasting, food, & live music.

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

There is no cost or obligation. The Walnut Creek Branch is located at 100 Pringle Avenue, Suite 420, Walnut Creek, CA 94596.92 5 937 0500John Hancock, Eaton Vance, PGIM, MFS & Victory Capital Funds and its representatives are not affiliated with Ameriprise Financia l, Inc Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.6474997ACMR0324

Past events

How to Protect Yourself and Your Loved Ones From Fraud

PDT

Join this event online

Thor Nelson, VP-Compliance

Foci Wealth Management

Know what scams look like and what red flags to look out for

Be aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent
Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams
Resources available to you as an Ameriprise client

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

Columbia Threadneedle Investmentsis an affiliate of Ameriprise Financial inc.

Ameriprise Financial Services, LLC. MemberFINRA andSIPC.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Guide to the Market

PDT

Zio Fraedo's Italian & Conti, 611 GREGORY LN, Pleasant Hill, CA 94523

Bob Fields, CIMA®, Managing Director - J.P. Morgan Asset Management

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

During this complimentary session,we’ll share insights on today’s most

critical economic and investment topics.

We’ll discuss:

•Economic landscape and outlook for the current year •Key drivers and trends taking place in the markets

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

J.P. Morgan Asset Management andits representatives are not affiliated with Ameriprise Financial.

Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value.

Ameriprise Financial Services, LLC.Member FINRA and SIPC.

© 2023 Ameriprise Financial, Inc. All rights reserved.

Foci Family Fun Day

PDT

San Francisco Zoo, Sloat Blvd & 45th Ave, San Francisco, CA 94116

Foci Wealth Management

Alec Morrison, Vice President & Market Consultant | Invesco & Joe Yastrub, Senior Vice President | Neuberger Berman

Join us for a day at the zoo! We will be doing face painting, an animal experience, and lunch. 😁

There is no cost or obligation. Invesco and Neubuerger Berman and their representatives are not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.

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 Peinert, CFP®,?CRPC®,?APMA®,?RICP®,?CLU® , Private Wealth Advisor | Managing Director

Foci Wealth Management

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

Emil Peinert CA Insurance # 0E96593 This is an informational seminar. There is no cost or obligation Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial,Inc. All rights reserved. 5887701ACMR0823

Charitable Giving

PDT

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

Jardee Worcester, MBA, CFP®, APMA®, Financial Advisor

Foci Wealth Management

Presenting various options and tax advantages for charitable giving!

This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDICm NCUA, or any federal agency, are not deposits 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. 2023 Ameriprise Financial, Inc. All rights reserved.