Foci's Annual Barbecue & Whiskey Tasting Date: Saturday, May 16, 2026 Time: 10:00 AM - 2:00 PM PDT Location: Kingfish Pub and Caf?, 5227 Telegraph Ave., Oakland , CA 94609 Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Jared Stigall, Senior Regional Director | Virtus Investment Partners & Tom Schmidt, Advisor Consultant | New York Life Investments Barbecue brisket competition and whiskey tasting There is no cost or obligation.Virtus, New York Life Investments and their representatives are not affiliated with Ameriprise Financial, Inc.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2026 Ameriprise Financial, Inc. All rights reserved. 8815995ACMR0326
Savvy Social Security Planning 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 Investors Hosted By: Emil Peinert, CFP® CLU® CRPC® RICP® AMPA® Managing Director | Associate Branch Manager Sponsored By: Zach Fiacco, CIMA® Sr Internal Sales Consultant | SF Bay Area Janus Henderson Investors What Baby Boomers need to know about their retirement income This is aninformational seminar. There is no cost or obligation. The Walnut Creek Branch is located at 100Pringle Avenue, Suite 420, Walnut Creek, CA 94596.Sponsored by Janus Henderson Investors. Janus Henderson and investors and itsrepresentatives are not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations or, or guaranteed by any financial institution, and involveinvestment risks including possible loss of principal and fluctuation in value.Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc., All rights reserved. 8316147ACMR0825
Making the Most of your Employee Benefits this Open Enrollment Season Date: Tuesday, October 14, 2025 Time: 4:00 PM - 5:00 PM PDT You must RSVP to receive access credentials for this event or seminar. Presented By: Emil J. Peinert, CFP®, CLU®, CRPC®, RICP®, APMA®, Managing Director | Associate Branch Manager - Ameriprise Financial Services, LLC Hosted By: Foci Wealth Management - A private wealth advisory practice of Ameriprise Financial Services, LLC We will be presenting on the agenda:* Workplace Benefits and Open Enrollment* Medical/Dental/Vision Plans* HSA Accounts* Flexible Spending/Childcare/Commuter Accounts* Life Insurance & Disability Insurance* Other Benefits - ESPP, Options, RPUs, Legal Plan There is an informational seminar. There is no cost or obligation. The Ameriprise office is located at 44 Montgomery St. Ste 3100, San Francisco, CA 94104 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. 8381306ACMR0925
Join us for a day of golf Date: Tuesday, September 9, 2025 Time: 10:30 AM - 3:00 PM PDT Location: Rancho Solano Golf Course, 3250 Rancho Solano Pkwy, Fairfield, CA 94534 Hosted By: Emil Peinert, CFP®, CLU®, CRPC® RICP® AMPA® Managing Director | Associate Branch Manager Sponsored By: American Century Investments | Columbia Threadneedle | Victory Capital Management | Neuberger Berman Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.
Join us for a day of golf Date: Tuesday, September 9, 2025 Time: 10:00 AM - 4:00 PM PDT Location: Top Golf - Burlingame, 258 Anza Blvd, Burlingame, CA 94010 Hosted By: Foci Wealth Management Sponsored By: Franklin Templeton | T. Rowe Price Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.