Past events

Boise Holiday Party - TRICA Snow Globe

MST

Treasure Valley Institute For Children's Arts (TRICA), 1406 W Eastman St., Boise, ID 83702

Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Clients and friends,

We’re thrilled to invite you to a magical night at TRICA’s Snow Globe on Thursday, December 11th at 5:30pm. This private immersive holiday experience is our way to celebrate you and the incredible partnership we share. Enjoy exclusive access to a stunning winter-inspired world filled with interactive art, theatrical surprises, and joyful moments. It’s our way of saying thank you for your trust, collaboration, and continued support. Come ready to snap pics, make memories, and feel the holiday magic. This event is fun for all ages, so please feel free to bring children and grandchildren!

What to Expect at Snow Globe:

-Immersive Art Installations: Step into multi-sensory environments that inspire wonder and creativity.

-Winter-Themed Paper Art Projects: Get hands-on with creative activities, fun for all ages and all artistic levels.

-Projection Art: Watch the walls and floors come alive with movement, light, and color.

-Festive Holiday Music: Take in the sounds of the season with live piano as you explore, create, and connect.

-Eat, Drink & Be Merry: Enjoy delicious food and beverages from a local favorite, Lost Grove Brewing.

Please RSVP online by Wednesday, November 26th. Guests are welcome!

If you have any questions regarding this event, please don’t hesitate to call us at 208.938.4416. We look forward to celebrating the holiday season with you!

There is no cost or obligation.

THIS EVENT IS FULL - Vancouver & Portland Holiday Party - ZooLights

PST

Oregon Zoo - Vista Room, 4001 SW Canyon Road, Portland, OR 97221

Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

THIS EVENT IS FULL. PLEASE EMAIL MARTA.G.BENSON@AMPF.COM IF YOU WOULD LIKE TO BE ADDED TO OUR WAITLIST.

Clients and friends,

As the holiday season approaches, we want to express our sincere appreciation for your partnership and trust throughout the year. To celebrate and thank you, we’re delighted to invite you and your loved ones to experience the magic of ZooLights!

ZooLights dazzles visitors of all ages with wildlife-inspired light displays and a whole lot of seasonal fun. It’s the perfect place to gather, snap photos, and make lasting memories. Whether you’re looking for a festive family outing or a special holiday date night, ZooLights is sure to delight. We will be providing food, beverages, ZooLight access, and an INDOOR space to warm up. More details will be provided after you RSVP.

Please RSVP online by Wednesday, November 26th. Parties are limited to 6 people per group. Indicate how many children under 12 will be attending with your group in the comments section of the RSVP form.

Thank you again for being such an important part of our Fulcrum Family. We hope you’ll join us for an unforgettable holiday celebration!

If you have any questions regarding this event, please don’t hesitate to call us at 360.883.2623. We look forward to celebrating the holiday season with you!

There is no cost or obligation.

Securing Your Retirement

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Join this event online

Danielle Lore, Vice President, Client Education Specialist, & Program Manager - BlackRock

Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Hello All,

You're invited to an exclusive event on " Securing your retirement " with BlackRock. Discover how to transform Social Security into a winning retirement strategy.

Danielle will cover topics such as longevity, early collection costs, retirement benefits rules, and collection strategies. Enhance your financial planning knowledge and make informed decisions for your future. Join us for this valuable session!

If you have questions, please reach out. We look forward to having you join us!

Hosted by Fulcrum Wealth Management Group

This is an informational seminar. There is no cost or obligation.

BlackRock and its representatives 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.

Economic Update

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Join this event online

Chris Shuba, CEO and Founder - Helios Quantitative Research

Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Hello Clients and Friends,

Please join us on Thursday, 9/25/25 as we welcome back 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, please add it to the Comments/Questions section of your online RSVP.

Unfortunately, we will not be able to provide a recorded version of this event, so please do your best to attend!

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.

2025 Medicare 101: Understanding Your Medicare Options

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Join this event online

James Teague, CEO and Owner - Healthcare Advisors NW

Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC

Hello Clients and friends,

Are you ready to understand your Medicare options better? Join us for an informative session, "2025 Medicare 101: Understanding Your Medicare Options," presented by James Teague, CEO and Owner of Healthcare Advisors NW. With two decades of experience, James is committed to providing quality advice about health insurance.

Topics to be discussed include:

  • Medicare Basics
  • Parts of Medicare: Hospital Insurance, Medical Insurance, Medicare Advantage, and The Medicare Prescription Program
  • Income Related Monthly Adjustment Amount (IRMAA)
  • Original Medicare + Supplement versus Medicare Advantage
  • Supplement (Medigap) plans and their benefits
  • Prescription Drug Plans and how they work
  • Enrollment periods

We hope you can join us for this valuable presentation. Your health and peace of mind are our top priorities.

Unfortunately, we will not be able to provide a recorded version of this event, so please do your best to attend!

This is an informational seminar. There is no cost or obligation.

Healthcare Advisors NW and its representatives 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.