Medicare Made Easy Date: Tuesday, September 26, 2023 Time: 10:00 AM - 11:00 AM PDT Join this event online Presented By: James Teague & Erik Nelson - MedicareHelpNow Hosted By: Fulcrum Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC We are excited to get back to our calendar of events,starting with a very important topic to many of our clients – Medicare! This session is intended to be a “short” overview of the complicated world of Medicare. James Teague and Erik Nelson with MedicareHelpNow 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. 3 Learning Objectives: 1. Understanding why thereare so many questions surrounding Medicare. 2. Understanding the 4parts of Medicare and penalties associated with Medicare. 3. Understanding how Medicare works with group plans, HSA’s, Medicare eligible employees, and higher income individuals. This is an informationalSeminar. There is no cost or obligation. MedicareHelpNow, James Teague& Erik Nelson are not affiliated with Ameriprise Financial Inc.
Economic Update Date: Wednesday, May 24, 2023 Time: 10:00 AM - 11:00 AM PDT Join this event online Presented By: Justin Samples, Private Wealth Advisor & CEO Hosted By: Fulcrum Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, LLC 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.
1,000 Places to See Before You Die Date: Tuesday, April 18, 2023 Time: 12:00 PM - 1:00 PM PDT Join this event online Presented By: Patricia Shultz, Travel Journalist and Author of #1 New York Times bestseller "1,000 Places to See Before You Die" Hosted By: Fulcrum Wealth Management Group Patricia Schultz is the author of the #1 New York Times iconic bestsellers 1,000 Places to See Before You Die. A veteran travel journalist with over 30 years of experience, she’s written for Frommer’s, Berlitz, and Access travel guides, as well as Wall Street Journal, Conde Nast Traveler, and Travel Weekly. Patricia Schultz curates the world. When she published the original 1,000 Places to See Before You Die, she created not only a new kind of travel book but also a new way of thinking about our experiences and interests. Schultz captivates our hearts—moving through breathtaking images of both renowned and little-known destinations—taking us on a visual journey of the best the world has to offer. Her presentation takes audiences around the world and inspires joy, curiosity, awe, passion, nostalgia (if we’ve been there), inspiration (because we want to go), and a profound and transforming sense of how lucky we are to live in a world filled with such beauty and wonder. There is no cost or obligation. Patricia Schultz is not affiliated with Ameriprise Financial Inc.
Let's go to India! Cooking Class Date: Wednesday, March 15, 2023 Time: 5:30 PM - 7:00 PM PDT You must RSVP to receive access credentials for this event or seminar Presented By: Chef Krysten - HipCooks Hosted By: Fulcrum Wealth Management Group Join us on the non-stop, all-India karma train! We’ll begin with a spice immersion. What are all these gorgeous spices used for and why? In what order? What are their benefits? How else can you use them? After we walk down the glorious spice trail, you’ll learn about Indian spices and curries, and then apply that knowledge to create a delicious meal. We’ll cheers with a Cumin Martini and cook a fabulous Chicken Tikka Masala, one of the most popular dishes. Enjoy the Masala alongside an Indian-spiced Basmati Rice (and change the way you make rice forever!) Vegetarian or vegan? Not to worry — we have modifications for you! We will provide a shopping list of ingredients you will need. Don’t feel like cooking? No problem! Follow along and take notes so you can make it another time. The class will be led by Krysten from HipCooks, a culinary school and kitchen store in Portland, OR. Krysten was a hit at our Paella class last year! Please RSVP to receive the link and passcode. There is no cost or obligation. HipCooks and Ameriprise Financial are not affiliated.
Economic Update Date: Thursday, February 23, 2023 Time: 11:00 AM - 12:00 PM PST Join this event online Presented By: Chris Shuba, Founder & CEO - Helios Quantitative Research Hosted By: Fulcrum Wealth Management Group Please join us on Thursday, 2/23/23 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 recovery, and conclude with Q&A. If you have a question you would like to see addressed during the event, please RSVP and email them to fulcrumwealthmanagementgroup@ampf.com Unfortunately, we will not be able to provide a recorded version of this event, so please do your best to attend! Helios Quantitative Research and Chris Shuba are not affiliated with Ameriprise Financial Inc.