Past events

A night at the movies - King Richard

  • David L Shackelford, CFP®, CRPC®, VP, Branch Manager
  • Neil Conway, Business Consultant, Vice President, John Hancock Investment Management

A night at the movies - King Richard

There is no cost or obligation to attend.

John Hancock and its representatives are not affiliated with Ameriprise Financial, Inc.

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.

© 2021 Ameriprise Financial, Inc. All rights reserved.

3901388ACMR1121

Designing Your Money Mindset

  • Jeff Teare, Vice President - First Trust
  • Johnny Ng, CFP®, CRPC®, APMA®, Complex Director with Ameriprise Financial
  • Jeff Teare - First Trust

We are excited to host Jeffrey Teare, Vice President with First Trust, to present Designing Your Money Mindset. This presentation delivers a set of tools and skills to ensure you're prioritizing financial wellness and goals-driven planning to build, share and preserve your wealth for generations to come.

This event will be both in person and online through WebEx. If you have friends or family that are interested in this event, please mark your calendar for Thursday, November 18th, 2021 at 5PM Pacific.

This is an informational seminar. There is no cost or obligation | First Trust and its representatives are not affiliated with Ameriprise Financial | Johnny Ng CA Insurance #0C77238 | Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2021 Ameriprise Financial, LLC. All rights reserved.3900224ACMR1121

Social Security & Medicare - Cornerstones of Retirement

  • Neil Leahey, CIMA®, AIF®, Senior VP - Amundi Pioneer - Amundi Pioneer
  • Ameriprise Walnut Creek Advisors
  • Amundi Pioneer

During this presentation we will discuss:

· How Social Security benefits are calculated

· Social Security claiming strategies

· Taxes and Social Security benefits

· The ABCs of Medicare

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

Amundi Pioneer and its representatives are not affiliated with Ameriprise Financial.

Investment products are not federally or FDIC-insured, 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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2020 Ameriprise Financial, Inc. All rights reserved.

Foci Family Fun Day!

  • Foci Wealth Management: a private wealth advisory practice of Ameriprise Financial Service, LLC
  • Sponsored by Invesco

We will be gathering for a picnic at Ardenwood Historic Farm in Fremont CA. Ardenwood Farm has a small working train, beautiful grounds, and farm animals for the whole family to enjoy. We will also provide food and good company

Invesco and their representatives are not affiliated with Ameriprise Financial Services LLC

Market & Economic Perspectives - Vaccine Shaped, Policy Fueled

  • Brian Nash, Vice President & Regional Director - Goldman Sachs
  • Johnny Ng, CFP®, CRPC®, APMA®, Complex Director with Ameriprise Financial
  • Brian Nash - Goldman Sachs

We are excited to host Brian Nash, Regional Director & Vice President at Goldman Sachs, to present on Market & Economic Perspectives. Brian will discuss various topics pertaining to how the vaccine and different policies may drive global economic and market normalization.

This is an informational seminar. There is no cost or obligation |Goldman Sachs and its representatives are not affiliated with Ameriprise Financial | Investment products are not federally or FDIC-insured, 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. © 2021Ameriprise Financial, LLC. All rights reserved. 3786728ACMR0921