Family Fun Day Date: Saturday, November 8, 2025 Time: 10:00 AM - 2:00 PM PST Location: Ardenwood Historic Farm, 34600 Ardenwood Blvd., Fremont, CA 94555 Hosted By: Foci Wealth Management - A private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Eaton Vance Distributors, Inc. Foci Wealth invites you to our Family Fun Day that Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, is hosting. Ardenwood Farm has a small working train, beautiful grounds, and farm animals for the whole family to enjoy. 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 Thereis no cost or obligation | Eaton Vance and their representative are notaffiliated with Ameriprise Financial. TheAmeriprise office is located at 44 Montgomery St. Ste 3100, San Francisco, CA94104 Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Demystifying Your Finances - Taxes, Retirement and More Date: Friday, November 7, 2025 Time: 12:30 PM - 1:30 PM PST Join this event online Presented By: Emil J. Peinert, CFP®, CRPC®, RICP®, CLU®, APMA®, Managing Director | Associate Branch Manager - Ameriprise Financial Services, LLC Hosted By: Foci Wealth Management - A private wealth advisory practice of Ameriprise Financial Services, LLC We’re excited to invite you to two upcoming virtual events hosted by Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC. These sessions are designed to help you make informed decisions about your financial future—whether you're planning for tomorrow or navigating today. Gain clarity on key financial topics that impact your long-term goals For more information: 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 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) in the U.S. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8272735ACMR0825
Savvy Social Security Planning Date: Wednesday, October 15, 2025 Time: 5:30 PM - 7:30 PM PDT Location: Zio Fraedo’s, 611 Gregory Lane, Pleasant Hill, CA 94523 Presented By: Matthew Sommer, Special Consulting Group - Janus Henderson Investors Hosted By: Emil Peinert, CFP® CLU® CRPC® RICP® AMPA® Managing Director | Associate Branch Manager Sponsored By: Zach Fiacco, CIMA® Sr Internal Sales Consultant | SF Bay Area Janus Henderson Investors What Baby Boomers need to know about their retirement income This is aninformational seminar. There is no cost or obligation. The Walnut Creek Branch is located at 100Pringle Avenue, Suite 420, Walnut Creek, CA 94596.Sponsored by Janus Henderson Investors. Janus Henderson and investors and itsrepresentatives are not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations or, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc., All rights reserved. 8316147ACMR0825
Join us for a day of golf Date: Tuesday, September 9, 2025 Time: 10:30 AM - 3:00 PM PDT Location: Rancho Solano Golf Course, 3250 Rancho Solano Pkwy, Fairfield, CA 94534 Hosted By: Emil Peinert, CFP®, CLU®, CRPC® RICP® AMPA® Managing Director | Associate Branch Manager Sponsored By: American Century Investments | Columbia Threadneedle | Victory Capital Management | Neuberger Berman Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.
SF Giants Stadium Tour Date: Friday, August 15, 2025 Time: 11:30 AM - 2:30 PM PDT Location: Oracle Park, 24 Willie Mays Plaza, San Francisco, CA 94107 Hosted By: Emil Peinert, CFP® CLU® CRPC® RICP® AMPA® Managing Director | Associate Branch Manager Sponsored By: Goldman Sachs We’re excited to invite you to a special event – a private tour of the SF Giants’ Stadium! The tour will kick off at 12PM at Oracle Park, 24 Willie Mays Plaza, San Francisco, CA94107. It’s a great chance to explore behind the scenes of one of the most iconic ballparks. We’d love to have you join us! We look forward seeing you there! There is no cost or obligation to attend. Goldman Sachs and their representatives are not affiliated withAmeriprise Financial. Securities offered by Ameriprise Financial Services, LLC. MemberFINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8228263ACMR0725
True Bearing Financial Group invites you to Martini night Date: Wednesday, August 13, 2025 Time: 4:30 PM - 7:30 PM PDT Location: William Welch Tasting Room , 837 Main Street, Martinez, CA 94553 Hosted By: Walnut Creek Advisors Sponsored By: First Eagle, Lord Abbett, T Rowe Price We are thrilled to invite you to an unforgettable MARTINI NIGHT! Get ready to shake, stir and sip your way through the evening at 837 Main Street, Martinez, CA 94553 @ 4:30 PM. Whether you’re a martini connoisseur or just looking to enjoy a night out, this event is perfect for everyone. We’ll have a variety of martinis to suit all tastes, from classic dry to creative concoctions. Plus, there will be delicious appetizers to complement your drinks! We will have onsite a spirit expert and mixologist to acquire knowledge.Guests are welcome to attend as well. We can’t wait to see you there and raise a glass to good times! There is no cost or obligation. The Walnut Creek Branch is located at 100 Pringle Ave,Suite 420,Walnut Creek, CA 94553. Third Parties and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member of FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All right reserved. 8034787ACMR0625