Retain Your Brain; How to age-proof your most valuable asset Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Brian Briggs, Managing Director-Applied Insights - Hartford Funds Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Hartford Funds What you’ll learn: Your Age vs. your Brain’s Age The Importance of Brain Health How to Age-Proof Your Brain 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 This is an informational seminar. There is no cost or obligation. Hartford Funds and its representatives are not affiliated with Ameriprise Financial Inc. Investment products, including shares of mutual funds, are not federally or FDIC-insured, 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.
Join us for National Day of Service Date: Friday, June 7, 2024 Time: 1:00 PM - 3:00 PM PDT Location: Food Bank of Contra Costa & Solano, 4010 Nelson Avenue , Concord, CA 94520 Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Come spend time making a difference in our community. Please join us for the National Day of Service. 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
Wine Tasting Date: Wednesday, May 15, 2024 Time: 4:30 PM - 7:30 PM PDT Location: William Welch Winery Tasting Room, 837 Main St, Martinez, CA 94553 Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Melanie Dunn | John Hancock, Autrey Gates | Eaton Vance, Neil Conway | PGIM Investments, Jordan Selvin | MFS Asset Management, Kurt Blanz | Victory Capital Funds Wine tasting, food, & live music. There is no cost or obligation. The Walnut Creek Branch is located at 100 Pringle Avenue, Suite 420, Walnut Creek, CA 94596.92 5 937 0500John Hancock, Eaton Vance, PGIM, MFS & Victory Capital Funds and its representatives are not affiliated with Ameriprise Financia l, Inc Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.6474997ACMR0324
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 Hosted By: Foci Wealth Management Know what scams look like and what red flags to look out forBe 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 This is an informational seminar. There is no cost or obligation. Columbia Threadneedle Investmentsis an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. MemberFINRA andSIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
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.
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.
Making the Most of Your Employee Benefits this Open Enrollment Season Date: Thursday, October 12, 2023 Time: 12:00 PM - 1:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Emil Peinert, CFP®,?CRPC®,?APMA®,?RICP®,?CLU® , Private Wealth Advisor | Managing Director Hosted By: Foci Wealth Management Open Enrollment is here! Follow along and fill your forms out or just listen in! 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) logo in the U.S.. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial,Inc. All rights reserved. 5887701ACMR0823