Foci's Annual Barbecue & Whiskey Tasting Date: Saturday, May 16, 2026 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: Jared Stigall, Senior Regional Director | Virtus Investment Partners & Tom Schmidt, Advisor Consultant | New York Life Investments Barbecue brisket competition and whiskey tasting There is no cost or obligation.Virtus, New York Life Investments and their representatives are not affiliated with Ameriprise Financial, Inc.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved. 8815995ACMR0326
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 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: 10:00 AM - 4:00 PM PDT Location: Top Golf - Burlingame, 258 Anza Blvd, Burlingame, CA 94010 Hosted By: Foci Wealth Management Sponsored By: Franklin Templeton | T. Rowe Price 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