How to Protect Yourself and Your Loved Ones From Fraud Date: Tuesday, April 23, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Thor Nelson, VP-Compliance Hosted By: Foci Wealth Management Know what scams look like and what red flags to look out forBe aware of secondary scams that may include someone promising to find the previous scammer and recover funds sent Know who you are dealing with by conducting an internet search using the exact names, wording and contact information provided by those requesting the money to check for associated scams Resources available to you as an Ameriprise client To reserve a spot: call us at 415.743.9800 or email us at fociwealth@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. Columbia Threadneedle Investmentsis an affiliate of Ameriprise Financial inc. Ameriprise Financial Services, LLC. MemberFINRA andSIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
A New Way to Access Private Real Estate Date: Tuesday, May 7, 2024 Time: 5:30 PM - 8:00 PM PDT Location: Toy Soldier, 52 Belden Pl , San Francisco, CA 94104 Presented By: Matthew Travis, Director of Alternative Investments - Franklin Templeton Hosted By: Foci Wealth Management Sponsored By: Franklin Templeton During this complimentary session, we’ll discuss how private real estate can potentially lower risk and increase returns when added to a stock/bond portfolio. Additionally, we’ll explore how private real estate performance has provided more stable returns than publicly traded REITS over the past 25 years, and we will discuss how historically, real estate has performed well in periods of inflation. To reserve a spot: call us at 415.743.9800 or email us at fociwealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Investment in real estate and real estate derivatives entails significant risk and is suitable only for certain qualified investors as part of an overall diversified investment strategy and only for investors able to withstand a total loss of investment. Private equity investments may hold illiquid investments and its performance may be volatile. This is an informational seminar. There is no cost or obligation | Franklin Templeton 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 of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. | 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. The Ameriprise office is located at44 Montgomery St. Ste 3100, San Francisco, CA 94104 Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. Stock Footage provided by Xuanzizi, from Pond5
Leveraging all the technology available to you at Ameriprise Date: Tuesday, March 26, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: James A. Frisone, III, CFP®, CHFC®, CRPC®, AWMA®, Regional Vice President - Ameriprise Financial Services, LLC Hosted By: John F. Wade Learn more about the following: •Get “on-the- go” access •Message Center •Statements & Documents •Total View •Using e-Signature •Personalize your Accounts This is an informational seminar.There is no cost or obligation. Not FDIC Insured|No FinancialInstitution Guarantee|May Lose Value Ameriprise Financial Services, LLC.Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved
Guide to the Market Date: Thursday, March 21, 2024 Time: 5:30 PM - 7:30 PM PDT Location: Zio Fraedo's Italian & Conti, 611 GREGORY LN, Pleasant Hill, CA 94523 Presented By: Bob Fields, CIMA®, Managing Director - J.P. Morgan Asset Management Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial During this complimentary session,we’ll share insights on today’s most critical economic and investment topics. We’ll discuss: •Economic landscape and outlook for the current year •Key drivers and trends taking place in the markets This is an informational seminar.There is no cost or obligation. J.P. Morgan Asset Management andits representatives are not affiliated with Ameriprise Financial. Investmentproducts are not insured by the FDIC, NCUA or any federal agency, are notdeposits or obligations of, or guaranteed by any financial institution, andinvolve investment risks including possible loss of principal and fluctuationin value. Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
An Economic and Market Outlook Date: Tuesday, January 23, 2024 Time: 4:00 PM - 5:00 PM PST Join this event online Presented By: Russell T. Price, Chief Economist - Ameriprise Financial Services, LLC Hosted By: Jamie Frisone Russell is frequently quoted in publications such as The Associated Press, Fox Business, Bloomberg News, Business Week and Reuters and has appeared in many other national media outlets. Notably, he has been repeatedly cited by Bloomberg Financial as a “Bloomberg Best” for being one of the most accurate economic forecasters in their benchmark consensus survey. Through June 2023, Bloomberg ranked him as the sixth most accurate forecaster of U.S. economic fundamentals over the prior two years out of a field of 70 global economists. He’s been in the top 10 of the Bloomberg economic rankings every quarter since at least 2015. Hosted by: Ameriprise Financial Services, LLC This is an informational event. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6150088ACMR1223
Join us for a golf tournament Date: Thursday, July 13, 2023 Time: 7:00 AM - 2:00 PM PDT Location: Blue Rock Springs Golf Club, 655 Columbus Pkwy, Vallejo, CA 94591 Hosted By: John Wade - Complex Director Sponsored By: Amundi, American Century, Franklin Templeton, and Nuveen Please join us for this unique opportunity to experience this golf event as a spectator.
Emil's Birthday Barbecue Cook-off & Wine Tasting Date: Saturday, June 17, 2023 Time: 1:00 PM - 5:00 PM PDT Location: Kingfish Pub & Cafe, 5227 Telegraph Ave. , Oakland, CA 94609 Hosted By: Foci Wealth Management a private wealth advisory practice of Ameriprise Financial Services, LLC. Sponsored By: Brian Nash, VP | Regional Director with Goldman Sachs & Xavier Allen, VP | Regional Wealth Manager Consultant with American Century Come to the Kingfish Pub & Cafe in Oakland to enjoy barbecue, try various wines, meet the Foci team, and most importantly - celebrate Private Wealth Advisor, Emil Peinert's birthday! There is no cost or obligation. Goldman Sachs, American Century, and their representatives are notaffiliated with Ameriprise Financial, Inc. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc.All rights reserved. 5676527ACMR0523