Events

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!

Hello All,

You're invited to an exclusive event on " Securing your retirement " with Jennifer Taboada, Director and Wealth Education Specialist at BlackRock. Discover how to transform Social Security into a winning retirement strategy.

Jennifer 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!

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 add it to the "Comments" section of your online RSVP or email us directly at fulcrumwealthmanagementgroup@ampf.com with your question.

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

Hello Clients & Guests,

Join us for our 4th annual virtual cooking class! This year, we are taking a trip to New Orleans with our guest instructor, Kyrsten Beidelman. Chef Kyrsten will be joining us again from HipCooks, a culinary school and kitchen store in Portland, OR. You may remember her from our Thai cooking class last year! Learn from her on this culinary adventure down to the south and apply that knowledge to create a delicious meal.

We will be preparing and celebrating one of New Orleans most popular dishes, Etouffee and Cornbread for smotherin’. Etouffee, a dish deeply rooted in the culinary traditions of Louisiana, is a flavorful and rich stew that has captivated tastebuds for generations. The name "Etouffee" comes from the French word for "smothered," which perfectly describes the cooking technique used to create this dish.

RSVP is required to receive the shopping list of ingredients you will need. Don’t feel like cooking? No problem! Mix up a cocktail/mocktail, follow along, and take notes so you can make it another time.

*Please note, there is some prep to be done prior to class.

**The optional paired drink is a festive Mojito, instructions included to prepare before class.

***We are not able to provide a recording of the event.

Hello Clients and Friends,

You're invited to the "Savvy Women, Smart Investors" virtual event with Liz Flint, Assistant Vice President, and Business Development Consultant with MFS® Investment Management®. During this complimentary session, we’ll discuss key financial matters at each stage of your life and how to navigate them. We’ll talk about the unique financial challenges women may face and learn what questions to ask and how to get the right help answering them.

Please feel free to share this with the women in your life who may benefit from this content. We’re looking forward to you joining us for an insightful and empowering session!

Hello Clients and Friends, We are excited to continue our 2025 event series by welcoming back Dr. Marc Milstein with Age-Proof Your Brain 2! This sequel to the "Age-Proof Your Brain" presentation focuses on boosting longevity and dispelling misinformation. It offers new, actionable tips to protect the brain and add decades to one's life.

In this all-new, entertaining, uplifting presentation, you will learn science-based, actionable new tips such as:

• What is accurate, and what is hype when it comes to slowing down aging, boosting brain performance, and increasing longevity?
• How to simply incorporate these new tips into your daily life without major changes.
• How to boost daily energy, which plays a critical role in longevity.
• What did the BlueZone studies leave out when it comes to living longer?
• Quality sleep is one of the greatest predictors of lifespan. New research is uncovering how to be an elite sleeper with all new tips on how to get back to sleep faster.
• Simple and actionable steps to lessen pain and inflammation and boost metabolism.
• Three surprisingly simple tests that predict one's longevity that don't require any equipment.
• The one over-the-counter supplement that has recently been shown to improve memory in those over 65 years old. Hint: it's not expensive.
• A revolutionary new tip to quickly manage stress and anxiety, which plays a crucial role in longevity. Hint: it's not a breathing exercise.

We look forward to having you join us!

Hello All,

We are excited to invite you to a special event featuring Former FBI Special Agent Jeff Lanza. Jeff will be presenting “Identity Theft, Simple Safeguards,” a comprehensive talk on how to stay safe from identity theft and cybercrime. With a distinguished career spanning over 20 years, Jeff has investigated cybercrime, organized crime, human trafficking, and terrorism. He has lectured at Harvard and Princeton Universities, authored two critically acclaimed books, and is featured in a Netflix documentary about the FBI. Jeff regularly appears on national television news programs to discuss the growing threat of cybercrime.

During the event, Jeff will share practical ways to prevent identity theft and cybercrime, and provide education on what to look out for to protect yourself. His impressive list of accomplishments includes consulting for Oscar-winning director Ang Lee, presenting at international conferences, and serving as a certified Kansas City Barbecue judge.

Don't miss this opportunity to hear from an expert in the field and gain valuable insights to safeguard your personal information.

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