Upcoming events

Economic Update

PDT

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Justin Samples, CEO and Private Wealth Advisor

Fulcrum Wealth Management Group

Hello Clients & Guests,

We’re pleased to invite you to an upcoming Economic Update featuring Justin Samples, Private Wealth Advisor and CEO of Fulcrum Wealth Management Group.

In today’s ever-changing financial landscape, economic trends and market events play an important role in shaping investment outcomes. Justin will provide insights into the current economic environment, share perspectives on today’s markets, and discuss what these trends may mean moving forward.

The presentation will conclude with an interactive Q&A. If you have a question you would like to see addressed during the event, please include it in the Comments 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! We hope you can join us!

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.

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.

Past 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!

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

Dr. Marc Milstein is not affiliated with Ameriprise Financial.

Economic Update

PST

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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.

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.

Reno Holiday Party - Food and 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 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.

Tri-Cities Holiday Party - 6th Annual Lighted Boat Parade!

PST

Courtyard by Marriott, 480 Columbia Point Drive, Richland, WA 99352

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 for food, beverages and finally, the Lighted Boat Parade!

Be our Holiday Party guest on Saturday, December 6th, 2025, at Courtyard by Marriott Richland Columbia Point from 6:00PM - 8:30PM. You read that right! We’re changing venues this year. Please RSVP online by Friday, November 21st. If you are unable to attend, your regrets are appreciated. Guests are welcome!

We also invite you to bring a new, unwrapped toy for our annual 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 509.987.1744. We look forward to hearing from you soon!

There is no cost or obligation.