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.