Martini Night! Date: Wednesday, August 13, 2025 Time: 4:30 PM - 7:30 PM PDT Location: William Welch Tasting Room , 837 Main Street , Martinez , CA 94553 Hosted By: Walnut Creek Advisors Sponsored By: First Eagle, Lord Abbett, T Rowe Price We are thrilled to invite you to an unforgettable Martini Night! Get ready to shake, sir and sip your way through the evening! Whether you’re a martini connoisseur or just looking to enjoy a night out, this event is perfect for everyone. We’ll have a variety of martinis to suit all tastes, from classic dry to creative concoctions. Plus, there will be delicious appetizers to complement your drinks! We will have onsite a spirit expert and mixologist to acquire knowledge. Guest are welcome to attend as well. We can’t wait to see you there and raise a glass to good times! For more information: call us at 925.937.0500 or email us at marlena.slinker@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation. TheWalnut Creek Branch is located at 100 Pringle Ave,Suite 420,Walnut Creek, CA 94553. Third Parties and their representatives are notaffiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC.Member of FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All right reserved. 8034787ACMR0625
Workplace Benefits, Health & Wellness: Five Things to Know About Medicare Date: Tuesday, May 27, 2025 Time: 2:00 PM - 3:00 PM PDT Location: The Florence Douglas Center, 333 Amador Street, Vallejo, CA 94590 Join this event online Presented By: Mark A. Porter, CRPC®, APMA™, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark A. Porter, CRPC®, APMA™ During this complimentary seminar, we will be addressing Medicare enrollment details and deadlines, along with considerations for managing health care options and costs in retirement. Investment products are not insuredby the FDIC, NCUA or any federal agency, are not deposits or obligations of, orguaranteed by any financial institution, and involve investment risks includingpossible loss of principal and fluctuation in value. Always consult a Medicare agent regarding your specific Medicarequestions and decisions. Investment advisory products andservices are made available through Ameriprise Financial Services, LLC, aregistered investment adviser. Ameriprise Financial Services ,LLC. Member FINRAand SIPC. 7832692ACMR0425© 2025 Ameriprise Financial, Inc. All rights reserved.
Join us for a wine tasting Date: Wednesday, May 14, 2025 Time: 4:30 PM - 6:30 PM PDT Location: William Welch Winery, 837 Main Street, Martinez, CA 94553 Hosted By: Porter, Ritchie & Associates Sponsored By: First Eagle, NY Life American Century, Natixis & PGIM We'd love you to join us for a wine tasting experience. Cheers!
Financial foundation: A guide to managing your money Date: Tuesday, March 25, 2025 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Senior Center, 333 Amador St, Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, APMA™, Private Wealth Advisor | Managing Director of Porter, Ritchie & Associates - Ameriprise Financial Services, LLC Hosted By: Mark Anthony Porter, CRPC®, APMA™ Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. This is an informational seminar. There is no cost or obligation. 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.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.
Beer & Cheese Pairing Night Date: Tuesday, February 25, 2025 Time: 5:00 PM - 7:00 PM PST Location: Five Suns Brewing , 626 Main Street , Martinez, CA 94553 Hosted By: Walnut Creek Branch Advisors Sponsored By: Andrew Williams, Regional Manager - Northern CA | Lord Abbett You're invited to join us for Beer and Cheese pairing night in downtown Martinez. We will be in a private room during SFBW! Daniel Clayton from Dashes and Drams will be with us to discuss the different cheese selections. There is no cost orobligation. The Walnut Creek Branch islocated at 100 Pringle Avenue, Suite 420, Walnut Creek, CA 94596. 925-937-0500 Lord Abbett andits representatives are not affiliated with Ameriprise Financial, Inc Ameriprise Financial Services,LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial,Inc. All rights reserved.7523320ACMR0125
Preparing for taxes in retirement Date: Tuesday, February 25, 2025 Time: 2:00 PM - 3:00 PM PST Location: Florence Douglas Senior Center, 333 Amador St., Vallejo, CA 94590 Join this event online Presented By: Mark Anthony Porter, CRPC®, APMA™, Private Wealth Advisor | Managing Director of Porter, Ritchie & Associates - Ameriprise Financial Services, LLC Hosted By: Mark Anthony Porter, CRPC®, APMA™ During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. This is an informational seminar. There is no cost or obligation. 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.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.