How to protect yourself and your loved ones from fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Thor Nelson; VP - Compliance - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone CFP®, CRPC ®, CHFC ® AWMA ® Regional Vice President | Ameriprise Financial We would like to invite you to join us for atimely virtual seminar about how to protect yourself and your loved ones from fraud . Are you leveraging all the technology available to you at Ameriprise? During this virtual seminar you will learn about the following: 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 To register for this event, CLICK HERE to register for this event. For more information: call us at 925.937.0500 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investments is an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
A New Way to Access Private Real Estate Date: Tuesday, May 7, 2024 Time: 5:30 PM - 8:00 PM PDT Location: Toy Soldier, 52 Belden Pl , San Francisco, CA 94104 Presented By: Matthew Travis, Director of Alternative Investments - Franklin Templeton Hosted By: Foci Wealth Management Sponsored By: Franklin Templeton During this complimentary session, we’ll discuss how private real estate can potentially lower risk and increase returns when added to a stock/bond portfolio. Additionally, we’ll explore how private real estate performance has provided more stable returns than publicly traded REITS over the past 25 years, and we will discuss how historically, real estate has performed well in periods of inflation. 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 Investment in real estate and real estate derivatives entails significant risk and is suitable only for certain qualified investors as part of an overall diversified investment strategy and only for investors able to withstand a total loss of investment. Private equity investments may hold illiquid investments and its performance may be volatile. This is an informational seminar. There is no cost or obligation | Franklin Templeton and its representatives are not affiliated with Ameriprise Financial | 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, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. The Ameriprise office is located at44 Montgomery St. Ste 3100, San Francisco, CA 94104 Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. Stock Footage provided by Xuanzizi, from Pond5
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! To reserve a spot: call us at 925.937.0500 Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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
Guide to the Market Date: Thursday, March 21, 2024 Time: 5:30 PM - 7:30 PM PDT Location: Zio Fraedo's Italian & Conti, 611 GREGORY LN, Pleasant Hill, CA 94523 Presented By: Bob Fields, CIMA®, Managing Director - J.P. Morgan Asset Management Hosted By: 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.
Retiring on your terms Date: Wednesday, February 7, 2024 Time: 4:00 PM - 5:00 PM PST ONLINE EVENT PASSCODE: Fociwealth2024! Join this event online Presented By: EMIL PEINERT, CFP®,CRPC®,APMA®,RICP®,CLU®, PRIVATE WEALTH ADVISOR - AMERIPRISE Hosted By: FOCI WEALTH MANAGEMENT Do you have enough money to live the life you want in retirement? During this complimentary seminar, you'll learn actionable strategies that can help you:- Live the life you want today — and in the future — by understanding the basics of developing a smart investment plan.- Identify risks that could throw your retirement plans off and track solutions that can help you protect what you have earned.- Create a meaningful legacy today — and for when you're gone. This is an informational seminar. 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. © 2023 Ameriprise Financial, Inc. All rights reserved.
Investing for the life you've earned - today and tomorrow Date: Wednesday, January 31, 2024 Time: 4:00 PM - 5:00 PM PST ONLINE EVENT PASSCODE: Fociwealth2024! Join this event online Presented By: KARL VON BROCKDORFF, CFP®, CRPC®, PRIVATE WEALTH ADVISOR - AMERIPRISE Hosted By: FOCI WEALTH MANAGEMENT During this complimentary session, you’ll learn about the seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable. We’ll discuss common risks that can throw your financial goals and retirement plans off track, and how to break financial planning into manageable and actionable steps. This is an informational seminar. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, CFA ®, Chief Economist with Ameriprise Financial Services, LLC Hosted By: Jamie Frisone CFP®, CRPC ®, CHFC ® AWMA ® Regional Vice President | Ameriprise Financial Services LLC Price is frequently quoted in The Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Price holds bachelor’s degree in economics from East Stroudsburg University, and an MBA in finance and investments from Marywood University. He also holds the Chartered Financial Analyst® (CFA) designation. This is an informational event. 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.© 2023 Ameriprise Financial, Inc. All rights reserved. 6150088ACMR1223
Foci Family Fun Day Date: Saturday, October 14, 2023 Time: 10:00 AM - 3:00 PM PDT Location: San Francisco Zoo, Sloat Blvd & 45th Ave, San Francisco, CA 94116 Hosted By: Foci Wealth Management Sponsored By: 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.