Medicare Made Easy - Understanding Your Medicare Options Date: Thursday, August 22, 2024 Time: 10:00 AM - 11:00 AM PDT Join this event online Presented By: Erik Nelson and James Teague, Broker Relations Manager and Director of Sales - Guided Solutions Hosted By: Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Clients & Friends, We hope you have been enjoying the summer months and have had plenty of opportunity to spend time with friends and family. We are excited to get back to our calendar of events, starting with a very important topic to many of our clients – Medicare! Back by popular demand, we will be hosting “Medicare Made Easy – Understanding your Medicare Options”. This event was a huge success and had record attendance last year. You won’t want to miss it! If this content is not relevant to you personally, feel free to forward it on to a friend or family member. This session is intended to be a “short” overview of the complicated world of Medicare. James Teague, Director of sales and Erik Nelson, Broker Relations Manager with Guided Solutions 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. To reserve a spot: call us at 509.987.1744 or email us at fulcrumwealthmanagementgroup@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informationalSeminar. There is no cost or obligation. Guided Solutions, James Teague & Erik Nelson are not affiliated with Ameriprise Financial Inc. Always consult a Medicare agent regarding your specific Medicare questions and decisions. 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.
Economic Update with Justin Samples Date: Thursday, May 30, 2024 Time: 11:30 AM - 12:30 PM PDT ONLINE EVENT PASSCODE: LqHqFB Join this event online Presented By: Justin Samples, CEO and Private Wealth Advisor Hosted By: Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Hello Clients & Guests, 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. If you have a question you would like to see addressed during the event, please RSVP with your question in the Comments/Questions section. Unfortunately, we will not be able to provide a recorded version of this event, so please do your best to attend! This discussion will be based on the Helios May market Update which will be distributed to all attendees prior to the event. This is an informational seminar. 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.
Let's Go to Thailand - Cooking Class Date: Thursday, April 25, 2024 Time: 5:30 PM - 7:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Kyrsten, Cooking Instructor - HipCooks Hosted By: Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Hello Clients & Guests, Join us for our 3rd annual virtual cooking class! This year, we are taking a trip to Thailand with our guest instructor, Kyrsten. Kyrsten will be joining us again from HipCooks, a culinary school and kitchen store in Portland, OR. You may remember her from our Tikka Masala class last year! Learn from her on this culinary adventure and apply that knowledge to create a delicious meal. We will be preparing and celebrating one of Thailand’s most popular dishes, Curry! Enjoy a beautiful Thai Red Curry recipe alongside a Mango Sticky Rice. The link to connect will be sent after your RSVP is received. There is no cost or obligation. HipCooks and its representatives are not affiliated with Ameriprise Financial.
Understanding Sleep & Anxiety Date: Thursday, March 14, 2024 Time: 11:00 AM - 12:00 PM PDT ONLINE EVENT PASSCODE: 2UPVNG Join this event online Presented By: Dr. Melissa Milanak Hosted By: Fulcrum Wealth Management Group Hello Clients and Friends, We are excited to continue our 2024 event series with Dr. Melissa Milanak! Dr. Melissa Milanak is a licensed clinical psychologist, executive consultant and keynote speaker specializing in improving workplace effectiveness and quality of life by helping professionals successfully overcome various work and personal challenges and optimize performance. She founded MIND Impact Consulting, transforming her passion for helping others succeed and decades of research and clinical expertise in anxiety, sleep disorders, stress, and trauma into effective practical application for business executives and their organizations. Melissa holds a bachelor’s degree from Bucknell University and a PhD in clinical &community psychology from the University of Illinois at Urbana-Champaign. She serves as an Associate Professor at the Medical University of South Carolina(MUSC), the Director of Sales and Strategic Partnerships for InVista, a division of PAR, and is the Founder of MIND Impact Consulting Topics covered during this presentation: Why you need sleep How much sleep do you really need What habits are causing you problems How light and technology impact you Our hope is that this presentation will help you to optimize and renew your energy, motivation, and performance, leading to rebalanced lifestyle choices. We look forward to having you join us! By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. There is no cost or obligation. Dr. Melissa Milanak is not affiliated with Ameriprise Financial Inc.
Economic Update Date: Wednesday, February 28, 2024 Time: 12:00 PM - 1:00 PM PST Join this event online Presented By: Chris Shuba, Founder and CEO - Helios Quantitative Research Hosted By: Fulcrum Wealth Management Group Hello Clients and Friends, Please join us on Wednesday, 2/28/24 as we welcome Founder and CEO of Helios Quantitative Research, Chris Shuba, to present an Economic Update. He will provide perspective on the status of the markets, economic outlook, and conclude with Q&A. If you have a question you would like to see addressed during the event, email fulcrumwealthmanagementgroup@ampf.com with your question. By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. This is an informational Seminar. There is no cost or obligation. Helios Quantitative Research and Chris Shuba are not affiliated with Ameriprise Financial Inc. 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.
THIS EVENT IS FULL! Vancouver Holiday Party - A Private Screening of Wonka! Date: Friday, December 15, 2023 Time: 5:00 PM - 8:30 PM PST Location: Regal City Center, 801 C St., Vancouver, WA 98660 Hosted By: Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC This event is at Max Capacity, but you are welcome to RSVP still for our WAITLIST. Should anything open up, we will let you know via email. 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 Friday, December 15th, 2023, at the Regal City Center. Doors open at 5:00PM and showtime will be at 6:00PM.