Events

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 Thursday, December 12th, 2024, at South 40 from 5:30PM - 8:00PM.

Please visit our website to RSVP online by Tuesday, November 19th. 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 at 775.825.5851. We look forward to hearing from you soon!

Hello Clients and Friends,

We hope you are having a wonderful fall season. At Fulcrum, we want to help you make plans to provide a sound financial future for your loved ones and creating a Family Love Letter can help you with sensitive conversations with your family about preserving, protecting and transferring the legacy you leave behind.

Please join us and our guest speaker, Cheri Brooks, Advisor Business Consultant & Managing Director with Neuberger Berman for a discussion on helping give this “gift” to your family. Learn more about an indispensable planning tool that helps organize the paper trail tied to your life. It gives you a voice, and your family the confidence in knowing what to do if faced with your sudden incapacitation or death. During this complimentary session, we’ll discuss planning tools and the importance of working with your family and financial advisor to document your wishes.

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

Please join Fulcrum Wealth Management Group Financial Advisors on Thursday, 10/10/24 for an Economic Update presented by Private Wealth Advisor Justin Samples and a Q&A Session to follow based on the most recent market update commentary. The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this session, we’ll have each Financial Advisor answer questions submitted by you, our valued clients. Questions can address today’s financial environment, trends and opportunities, status of the markets, economic recovery and more.

Please submit your questions! If you have a question you would like to see addressed during the event, please enter it in the “Comments” section of the online RSVP form. If you have a specific Advisor you would like to answer your question, please include their name with your submission.

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

Hello Clients and Friends, We are so excited to announce that we will be hosting Anna Sosdian and Zachary Gerth with StartAbroad to present in our next virtual event, “Exploring Your Options for a Life Abroad”!

Have you ever wondered, what countries are good for a retirement abroad? What are the advantages of retiring abroad? Or is purchasing real estate abroad a possibility? Anna and Zach with StartAbroad can answer all these questions and more. StartAbroad provides end-to-end, concierge-level relocation support to Americans and Canadians moving to Portugal, Costa Rica, and Panama. Their services cover every aspect of an international move, including visas, real estate, vehicle purchase, pet relocation, shipping, and more. They have helped make hundreds of relocations all over the world go as smoothly and efficiently as possible.

Guests are welcome and encouraged!

Clients & Friends,

We hope you have been enjoying the summer months and have had plenty of opportunity to spend time with friends and family. We are excited to get back to our calendar of events, starting with a very important topic to many of our clients – Medicare! Back by popular demand, we will be hosting “Medicare Made Easy – Understanding your Medicare Options”. This event was a huge success and had record attendance last year. You won’t want to miss it! If this content is not relevant to you personally, feel free to forward it on to a friend or family member.

This session is intended to be a “short” overview of the complicated world of Medicare. James Teague, Director of sales and Erik Nelson, Broker Relations Manager with Guided Solutions 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.