THIS EVENT IS FULL - Vancouver & Portland Holiday Party - ZooLights Date: Wednesday, December 3, 2025 Time: 5:00 PM - 8:00 PM PST Location: Oregon Zoo - Vista Room, 4001 SW Canyon Road, Portland, OR 97221 Hosted By: Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC THIS EVENT IS FULL. PLEASE EMAIL MARTA.G.BENSON@AMPF.COM IF YOU WOULD LIKE TO BE ADDED TO OUR WAITLIST. Clients and friends, As the holiday season approaches, we want to express our sincere appreciation for your partnership and trust throughout the year. To celebrate and thank you, we’re delighted to invite you and your loved ones to experience the magic of ZooLights! ZooLights dazzles visitors of all ages with wildlife-inspired light displays and a whole lot of seasonal fun. It’s the perfect place to gather, snap photos, and make lasting memories. Whether you’re looking for a festive family outing or a special holiday date night, ZooLights is sure to delight. We will be providing food, beverages, ZooLight access, and an INDOOR space to warm up. More details will be provided after you RSVP. Please RSVP online by Wednesday, November 26th. Parties are limited to 6 people per group. Indicate how many children under 12 will be attending with your group in the comments section of the RSVP form. Thank you again for being such an important part of our Fulcrum Family. We hope you’ll join us for an unforgettable holiday celebration! If you have any questions regarding this event, please don’t hesitate to call us at 360.883.2623. We look forward to celebrating the holiday season with you! There is no cost or obligation.
Securing Your Retirement Date: Tuesday, October 21, 2025 Time: 10:00 AM - 11:00 AM PDT ONLINE EVENT PASSCODE: NE2Ha7dU Join this event online Presented By: Danielle Lore, Vice President, Client Education Specialist, & Program Manager - BlackRock Hosted By: 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 Date: Thursday, September 25, 2025 Time: 12:00 PM - 1:00 PM PDT ONLINE EVENT PASSCODE: Vc2qH2bB Join this event online Presented By: Chris Shuba, CEO and Founder - Helios Quantitative Research Hosted By: 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 Date: Tuesday, August 12, 2025 Time: 10:00 AM - 11:00 AM PDT ONLINE EVENT PASSCODE: yM2Ju94F Join this event online Presented By: James Teague, CEO and Owner - Healthcare Advisors NW Hosted By: 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.
Economic Update with Justin Samples Date: Thursday, May 29, 2025 Time: 11:00 AM - 12:00 PM PDT ONLINE EVENT PASSCODE: gB7hE6co Join this event online Presented By: Justin Samples, CEO and Private Wealth Advisor Hosted By: Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC 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! 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.