Events

Clients and friends,

We are very excited to gather again to celebrate the holidays with you and to thank you for being a part of The Fulcrum Family. Please join us for a private screening of Wonka! Feel free to make a night of it and dress up! We will have red carpet access and a photo opportunity for our guests with vouchers for popcorn, drinks, and candy.

Be our Holiday Party guest on Thursday, December 14th, 2023, at the Regal Edwards Cinema. Doors open at 5:00PM and showtime will be at 6:00PM. Please RSVP below by Friday, November 24th. Guests are welcome, but please limit to parties of 5. If you are unable to attend, your regrets are appreciated.

Please join Fulcrum Wealth Management Group Financial Advisors on Thursday, 11/9/23 for an Economic Update Q&A Session based on the most recent market update commentary. The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this session, we’ll have each Financial Advisor answer questions submitted by you, our valued clients. Questions can address today’s financial environment, trends and opportunities, status of the markets, economic recovery and more.

We are excited to invite you to a unique presentation, “DARE to Discover Your Purpose” featuring George Jerjian. George is a Retirement Transition Coach, Mindset Mentor, Best-selling Author, International Speaker and Emmy Award-Winning Producer.

George retired after being given just six months to live. Thankfully, his diagnosis was wrong. His retirement though, was “hellish”. George had money, friends, newly restored good health, and an active social life, but it wasn’t enough. And so, he ‘unretired’ and dedicated his life to helping others avoid the same fate.

A former financial advisor, George is on a mission to help retirees find a new beginning – to create a plan for their later years which is about much more than money.

George says, “People are programmed to save for retirement, but few plan what they’re actually going to do with the rest of their lives. Vacations, long lunches and rounds of golf simply aren’t enough. With my unique program, I show retirees how to live with purpose, passion, and prosperity.”

George Jerjian is a mindset mentor serving his tribe –retiring baby boomers – by helping them to discover that in the afternoon of their lives, they deserve to live a life of purpose and passion, and to go out with a bang, not a whimper.

We look forward to seeing you there!

We are excited to get back to our calendar of events,starting with a very important topic to many of our clients – Medicare!

This session is intended to be a “short” overview of the complicated world of Medicare. James Teague and Erik Nelson with MedicareHelpNow will be going over what Individuals need to know. They will also review the 4 main parts of Medicare, your responsibilities as individuals, and tools and resources to help understand individual Medicare options. They will incorporate real world examples from their years of working with individual Medicare beneficiaries, Financial Advisors, and the governmental Medicare system. They will also cover why an individual Medicare strategy is important to your overall planning.

3 Learning Objectives:

1. Understanding why thereare so many questions surrounding Medicare.

2. Understanding the 4parts of Medicare and penalties associated with Medicare.

3. Understanding how Medicare works with group plans, HSA’s, Medicare eligible employees, and higher income individuals.

We invite you to an Economic Update featuring Justin Samples, Private Wealth Advisor and CEO of Fulcrum Wealth Management Group. The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this presentation we’ll explore today’s financial environment with an eye on economic trends. The presentation will provide perspective on the status of the markets and conclude with a Q&A session.

Patricia Schultz is the author of the #1 New York Times iconic bestsellers 1,000 Places to See Before You Die. A veteran travel journalist with over 30 years of experience, she’s written for Frommer’s, Berlitz, and Access travel guides, as well as Wall Street Journal, Conde Nast Traveler, and Travel Weekly.