Past events

Water the Bamboo®: Unleash Your Potential

PST

You must RSVP to receive access credentials for this event or seminar

Greg Bell, Author

Fulcrum Wealth Management Group

Watering your goal—or bamboo—with focused attention can lead to astonishing results. Those who catch the spirit and understand the principles of the bamboo farmer will see their well-watered visions suddenly explode into reality—seemingly out of nowhere.

What you can expect:

  • Identify core values that will lead to profound growth
  • Learn the secret formula for peak performance
  • Develop a mindset that will lead to higher performance
  • Adopt the characteristics of the bamboo farmer
  • Create breakthrough results in your personal and professional life

Portland Holiday Party - OMSI

PST

OSMI - Marvel Exhibit, 1945 SE Water Ave., Portland, OR 97214

Fulcrum Wealth Management Group

We are very excited to gather in-person again to celebrate the holidays with you. Please join us at OMSI for food, beverages, and last but not least, private access to the Marvel exhibit! We will also be celebrating Fulcrum Wealth Management Group’s 10-year business anniversary, all thanks to you, our valued clients.

Please be our Holiday Party guest on Thursday, December 15th, 2022, at OMSI – Marvel Universe of Superheroes from 6:00PM - 8:30PM. This breathtaking exhibition illuminates all aspects of Marvel’s 80-year history: from the iconic characters to the creators who’ve told the stories; from the groundbreaking comic books to the big-screen blockbusters. Featuring interactive installations, life-size statues of your favorite Superheroes, and more than 300 original artifacts, including costumes, props, and original art –much of which has never before been put on public display.

Please RSVP to marta.g.benson@ampf.com or visit our website by Friday, December 2nd. If you are unable to attend, your regrets are appreciated.

Guests are welcome but please limit to 5 RSVP's per group!

If you have any questions regarding this event, please don’t hesitate to call us at

360.883.2623 or 503.546.2243. We look forward to hearing from you soon!

There is no cost or obligation.

The Compass is a trademark of Ameriprise Financial Inc.

10 Things to Know About the Midterm Elections

PDT

Join this event online

Brian Levitt, Global Market Strategist - Invesco

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

During this complimentary session, we’ll discuss:

· Historical overview of midterm elections

· Elections and the markets

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

Invesco and its representatives are not affiliated with Ameriprise Financial.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Fulcrum Client Appreciation Event - Picnic at Oaks Park!

PDT

Oaks Park, 7805 SE Oaks Park Way, Portland, OR 97202

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

We are planning something special to appreciate you, our valued clients. Please join us at Oaks Park for food, beverages, and live music!

We will be hosting our Fulcrum Family Picnic in the Park on Thursday, June 23rd, 2022 at Oaks Park from 3:00PM-7:00PM. We can enjoy the summer outdoors in a grassy picnic area with food and beverages provided between 3:00-5:00PM while supplies last.

The venue is located at 7805 SE Oaks Park Way Portland, OR 97202.

Please RSVP to marta.g.benson@ampf.com or click on the RSVP link below by Friday, June 9th. If you are unable to attend, your regrets are appreciated. Guests are welcome!

If you have any questions regarding this event, please don’t hesitate to call us at 360.883.2623 or 503.546.2243. We look forward to hearing from you soon!

There is no cost or obligation.

Economic Update

PDT

Join this event online

Chris Shuba, Founder & CEO - Helios Quantitative Research

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

We invite you to join us as Chris Shuba, Founder and CEO of Helios Quantitative Research presents on our second quarterly Economic Update. We will explore today’s financial environment with an eye on trends and opportunities. This will provide perspective on the status of the markets, economic recovery, and conclude with a Q&A section with common questions we are hearing from you, our valued clients.

This is an informational seminar. There is no cost or obligation. Helios Quantitative Research and Chris Shuba are not affiliated with Ameriprise Financial Inc.