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
Giving with a purpose Date: Tuesday, October 7, 2025 Time: 4:00 PM - 5:00 PM PDT Join this event online 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 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. 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.
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.