Join us for National Day of Service Date: Friday, June 7, 2024 Time: 1:00 PM - 3:00 PM PDT Location: Food Bank of Contra Costa & Solano, 4010 Nelson Avenue , Concord, CA 94520 Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Come spend time making a difference in our community. Please join us for the National Day of Service.
Retain Your Brain; How to age-proof your most valuable asset Date: Tuesday, June 4, 2024 Time: 4:00 PM - 5:00 PM PDT Join this event online Presented By: Brian Briggs, Managing Director-Applied Insights - Hartford Funds Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Hartford Funds What you’ll learn: Your Age vs. your Brain’s Age The Importance of Brain Health How to Age-Proof Your Brain This is an informational seminar. There is no cost or obligation. Hartford Funds and its representatives are not affiliated with Ameriprise Financial Inc. Investment products, including shares of mutual funds, are not federally or FDIC-insured, 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.
Options for Dealing with Highly Concentrated Positions Date: Thursday, May 30, 2024 Time: 1:00 PM - 2:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Karl von Brockdorff, CFP®, CRPC®, Private Wealth Advisor, Managing Director - Ameriprise Financial Service, LLC Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Discussion Items: • How to protect & diversify Concentrated Stock Options involve risk and are not appropriate for all investors. Before entering into any options transaction, clients must receive the document entitled Characteristics and Risks of Standardized Options. This document is available by contacting the Options Clearing Corporation by calling (888) OPTIONS or (888) 678-4667, or this document can be found on ameriprise.com by searching with the keyword “options.” Clients should always consult their tax advisor before entering into any options transaction. They should consult with their legal and tax advisors regarding their individual situation. Investing involves risk, including the risk of loss of principal. Selling options contracts involves significant risk, including the potential for losses far greater than the proceeds received from the sale of the options contract.
Wine Tasting Date: Wednesday, May 15, 2024 Time: 4:30 PM - 7:30 PM PDT Location: William Welch Winery Tasting Room, 837 Main St, Martinez, CA 94553 Hosted By: Foci Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC Sponsored By: Melanie Dunn | John Hancock, Autrey Gates | Eaton Vance, Neil Conway | PGIM Investments, Jordan Selvin | MFS Asset Management, Kurt Blanz | Victory Capital Funds Wine tasting, food, & live music. There is no cost or obligation. The Walnut Creek Branch is located at 100 Pringle Avenue, Suite 420, Walnut Creek, CA 94596.92 5 937 0500John Hancock, Eaton Vance, PGIM, MFS & Victory Capital Funds and its representatives are not affiliated with Ameriprise Financia l, Inc Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2024 Ameriprise Financial, Inc. All rights reserved.6474997ACMR0324
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. 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