Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Tuesday, June 24, 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 Anthony Porter, CRPC®, APMA®, Private Wealth Advisor | Managing Director - Ameriprise Financial Services, LLC Hosted By: Mark Anthony Porter, CRPC®, APMA®, Private Wealth Advisor | Managing Director - Porter, Ritchie & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. To reserve a spot: 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. 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.
Common Types of Fraud: How to protect yourself and your loved ones Date: Tuesday, July 29, 2025 Time: 2:00 PM - 3:00 PM PDT Location: Florence Douglas Center, 333Amador 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 During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. To reserve a spot: 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. 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.
Strategies to help you make an impact with your estate Date: Tuesday, August 26, 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 One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. 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.
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. To reserve a spot: call us at 415.288.7320 or email us at apurva.niboria@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. 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.
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.
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.