Foci's Annual Barbecue & Whiskey Tasting Date: Saturday, May 17, 2025 Time: 10:00 AM - 2:00 PM PDT Location: Kingfish Pub and Caf?, 5227 Telegraph Ave., Oakland, CA 94609 Hosted By: Foci Wealth Management: A private wealth advisory practice of Ameriprise Financial Services, LLC. Sponsored By: Autrey Gates, CIMA®, CSRIC™ VP, Regional Director | Eaton Vance and Jared Stigall Senior Regional Director | Virtus Investment Partners Join the Foci team for our annual Barbecue and Whishky Tasting There is no cost or obligation. Virtus, Eaton Vance and their representatives are not affiliated with Ameriprise Financial, Inc. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2025 Ameriprise Financial, Inc. All rights reserved. 7910163ACMR0425
Wine Night Date: Wednesday, May 14, 2025 Time: 4:30 PM - 7:30 PM PDT Location: William Welch Tasting Room , 837 Main Street , Martinez , CA 94553 Hosted By: Walnut Creek and San Francisco Advisors Sponsored By: First Eagle, NY Life, American Century, Natixis & PGIM Please join us for evening of wine tasting, appetizers and live music! We will be hosting you and your guest at William Welch Winery 837 Main Street, Martinez, CA 94553 starting @ 4:30 pm – 7:30 PM.Guests are welcome to attend as well, so feel free to invite friends! We hope to see you there! There is no cost or obligation. The Walnut Creek Branch is located at 100 Pringle Avenue, Suite 420,Walnut Creek, CA 94596. 925-937-0500 Third parties and their representatives are not affiliated withAmeriprise Financial, Inc Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7807869ACMR0425
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 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