Upcoming events

How to Protect Yourself and Your Loved Ones From Fraud

PDT

Join this event online

Thor Nelson, VP-Compliance

Foci Wealth Management

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 reserve a spot: call us at 415.743.9800 or email us at fociwealth@ampf.com

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.

A New Way to Access Private Real Estate

PDT

Toy Soldier, 52 Belden Pl , San Francisco, CA 94104

Matthew Travis, Director of Alternative Investments - Franklin Templeton

Foci Wealth Management

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

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

Past events

Guide to the Market

PDT

Zio Fraedo's Italian & Conti, 611 GREGORY LN, Pleasant Hill, CA 94523

Bob Fields, CIMA®, Managing Director - J.P. Morgan Asset Management

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

PDT

San Francisco Zoo, Sloat Blvd & 45th Ave, San Francisco, CA 94116

Foci Wealth Management

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

PDT

You must RSVP to receive access credentials for this event or seminar

Emil Peinert, CFP®,?CRPC®,?APMA®,?RICP®,?CLU® , Private Wealth Advisor | Managing Director

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

Charitable Giving

PDT

You must RSVP to receive access credentials for this event or seminar

Jardee Worcester, MBA, CFP®, APMA®, Financial Advisor

Foci Wealth Management

Presenting various options and tax advantages for charitable giving!

This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDICm NCUA, or any federal agency, are not deposits 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.