Upcoming events

Using your brain to protect your brain

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Dr. Marc Milstein, Brain Researcher and Bestselling Author

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

Hello Clients and Friends,

We’re pleased to invite you to a special virtual event, “Using Your Brain to Protect Your Brain” featuring Dr. Marc Milstein, internationally recognized brain health researcher and bestselling author of The Age‑Proof Brain.

Dr. Milstein is known for translating cutting‑edge neuroscience into clear, actionable steps that support better memory, focus, mood, and long‑term brain health. During this session, he’ll share practical habits and insights that are simple to implement and backed by science.

What You’ll Learn

  • Why willpower alone rarely leads to lasting habits
  • How the brain turns small actions into automatic routines
  • Simple habit shifts that support daily focus and long‑term cognitive health
  • Practical, realistic routines you can begin using immediately

Dr. Milstein’s work has been featured by CNBC, Oprah Daily, The New York Post, Forbes, and other major outlets. His warm, engaging teaching style makes science both approachable and actionable.

We hope you’ll join us for this informative and inspiring event.

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

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

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

Dr. Marc Milstein is not affiliated with Ameriprise Financial.

Past events

Economic Update

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Chris Shuba, CEO and Owner - 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 Tuesday, 1/20/26 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.

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. Helios Quantitative Research and Chris Shuba are not affiliated with Ameriprise Financial Inc.

Reno Holiday Party - Food and Fun at South 40!

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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 Wednesday, December 10th, 2025, at South 40 from 5:30PM - 8:00PM.

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

We also encourage you to bring a new, unwrapped toy for our Toys for Tots drive to bring smiles to many children's faces this holiday season.

If you have any questions regarding this event, please don’t hesitate to call at 775.825.5851. We look forward to hearing from you soon!

There is no cost or obligation.

Securing Your Retirement

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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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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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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.