Giving with a purpose Date: Tuesday, October 28, 2025 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Center, 333 Amador St, 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™, Private Wealth Advisor | Managing Director - Porter, Ritchie & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC Charitable giving is a personal, emotional decision that allows you to foster meaningful change in your community and leave a legacy through donating to causes and organization that hold significance to you. During this complimentary session, we’ll explore what you can donate, strategies for making your donation, tax considerations, and tips to help avoid scams. For more information: call us at 415.288.7320 or email us at apurva.niboria@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. 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.
Cooking Class: The Story of Ramen Date: Thursday, October 23, 2025 Time: 4:00 PM - 6:00 PM PDT Location: 3231 24th St, San Francisco, CA 94110 Hosted By: Mark Anthony Porter, CRPC™, APMA™ Sponsored By: Andrew Prupas, CIMA®, RMA® - Franklin Templeton Come join us to partake in The Story of Ramen cooking experience. Learn the art of one of Japan’s most iconic dishes�: ramen. Come connect, create, and enjoy a delicious bowl of ramen together.
Understanding Medicare from A to D Date: Tuesday, October 21, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Drew Mayo, Senior Vice President, Senior Advisor Consultant - First Eagle Hosted By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA® | Regional Vice President About the Event: In October, we will have Drew Mayo , Senior Vice President, Senior Advisor Consultant, presenting on Understanding Medicare from A to D. This event is at 4:00pm PT and will max out at 1,000 guests. Below is an email template you can use with your clients/prospects to invite them to this great event! What you’ll learn: An introduction to Medicare: coverage and costs How and when to enroll Coordinating Medicare with other insurance Resources to support your journey This is an informational seminar. There is no cost or obligation. First Eagle Investments and its representatives are not affiliated with Ameriprise Financial. Always consult a Medicare agent regarding your specific Medicare questions and decisions. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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 8387998ACMR0925
Savvy Social Security: What Baby Boomers need to know about their retirement income 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 Hosted By: Walnut Creek Advisors Come join us to learn about Social Security This is an informational seminar. There is no cost or obligation. The Walnut Creek Branch is located at 100 Pringle Avenue, Suite 420, Walnut Creek, CA 94596. Sponsored by Janus Henderson Investors. Janus Henderson and investors 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 or, or guaranteed by any financial institution, and involve investment risks including possible lossof principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc., All rights reserved. 8316147ACMR0825
Taking control of your workplace retirement benefits Date: Tuesday, September 30, 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 Porter CRPC™, APMA™, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Porter CRPC™, APMA™ During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.