Upcoming events

Let's Go to Thailand - Cooking Class

PDT

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Kyrsten, Cooking Instructor - HipCooks

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.

To reserve a spot: call us at 208.938.4416 or email us at fulcrumwealthmanagementgroup@ampf.com
RSVP Online

There is no cost or obligation.

HipCooks and its representatives are not affiliated with Ameriprise Financial.

Past events

Understanding Sleep & Anxiety

PDT

2UPVNG

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Dr. Melissa Milanak

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

PST

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Chris Shuba, Founder and CEO - Helios Quantitative Research

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.

Reno Holiday Party - Food & Fun at South 40!

PST

South 40, 1445 S Meadows Parkway, Reno, NV 89521

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

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 at South 40 for food, beverages, private bowling, arcade, and more!

Be our Holiday Party guest on Thursday, December 7th, 2023, at South 40 from 5:30PM - 8:00PM. Please RSVP below by Thursday, November 23rd. If you are unable to attend, your regrets are appreciated. Guests are welcome!

Economic Panel Q&A with Fulcrum Financial Advisors

PST

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

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.

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.

DARE to Discover Your Purpose

PDT

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George Jerjian

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

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!

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

George Jerjian is not affiliated with Ameriprise Financial Inc.