2025 Economic Update Date: Tuesday, January 28, 2025 Time: 12:00 PM - 1:00 PM PST Join this event online Presented By: Melda Mergen, CFA, CAIA, Global Head of Equities - Columbia Threadneedle Hosted By: Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC Hello Clients and Friends, You are invited to join Melda Mergen, the global head of equities at Columbia Threadneedle Investments, for an insightful discussion on our Capital Market Outlook and Opportunities. This session on Tuesday, 1/28/25 will provide you with the latest updates on economic influences affecting portfolios, as well as specific challenges and opportunities across global asset classes. Key topics to be covered include: • Recent market trends • Critical data points under observation • Post-election political factors andpolicy implications • Future market expectations After Melda’s 2025 Economic Update presentation, we will conclude with a Q&A. If you have a question you would like to see addressed during the event, please email fulcrumwealthmanagementgroup@ampf.com with your question or in the Comments section of your RSVP. Unfortunately, we will not be able to provide a recorded version of this event, so please do your best to attend! To reserve a spot: call us at 208.938.4416 or email us at fulcrumwealthmanagementgroup@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar 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. ColumbiaThreadneedle Investments is an affiliate of 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.
Vancouver Holiday Party – A Private Screening of Disney's Mufasa! Date: Friday, December 20, 2024 Time: 5:00 PM - 10:00 PM PST Location: Regal City Center, 801 C St., Vancouver, WA 98660 Hosted By: 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 a private screening of Disney’s Mufasa! Feel free to make a night of it and dress up! We will have red carpet access and a photo opportunity for our guests with vouchers for popcorn, drinks, and candy. Be our Holiday Party guest on Friday, December 20th, 2024, at the Regal City Center. Doors open at 5:00PM and showtime will be at 6:00PM. Please RSVP online by Friday, November 29th. RSVP is required to attend. Guests are welcome, but please limit to parties of 5. Please be mindful of holiday traffic and plan accordingly for travel times to downtown Vancouver. There is free parking available in the garage to the West of the theater at 255 E 8th St, Vancouver, WA 98660. If you have any questions regarding this event, please don’t hesitate to call at 360.883.2623. We look forward to hearing from you soon! There is no cost or obligation.
Boise Holiday Party - A Private Screening of Disney's Mufasa Date: Thursday, December 19, 2024 Time: 5:00 PM - 10:00 PM MST Location: The Regal Edwards Cinema, 7701 W Overland Rd, Boise, ID 83709 Hosted By: 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 a private screening of Disney’s Mufasa! Feel free to make a night of it and dress up! We will have red carpet access and a photo opportunity for our guests with vouchers for popcorn, drinks, and candy. Join us on the red carpet on Thursday, December 19th, 2024, at the Regal Edwards Cinema, located at 7701 W Overland Rd, Boise, ID 83709. Doors open at 5:00PM, showtime will be at 6:00PM. Please RSVP by Friday, November 29th. RSVP is required to attend. Guests are welcome, but please limit to parties of 5. If you have any questions regarding this event, please don’t hesitate to call at 208.938.4416. We look forward to hearing from you soon! There is no cost or obligation.
Reno Holiday Party - Food & Fun at South 40! Date: Thursday, December 12, 2024 Time: 5:30 PM - 8:00 PM PST Location: South 40, 1445 S Meadows Parkway, Reno, NV 89521 Hosted By: 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 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! There is no cost or obligation.
THIS EVENT IT FULL - Tri-Cities Holiday Party - 5th Annual Lighted Boat Parade Date: Saturday, December 7, 2024 Time: 6:00 PM - 8:30 PM PST Location: Holiday Inn Richland on the River, 802 George Washington Way, Richland, WA 99352 Hosted By: 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 The Holiday Inn – Richland on the River for food, beverages and last but not least, the Lighted Boat Parade! Be our Holiday Party guest on Saturday, December 7th, 2024, at The Holiday Inn – Richland on the River from 6:00PM - 8:30PM. Please visit our website to RSVP online by Friday, November 15th. 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 509.987.1744. We look forward to hearing from you soon! There is no cost or obligation
Family Love Letter Date: Wednesday, November 20, 2024 Time: 10:00 AM - 11:00 AM PST Join this event online Presented By: Cheri Brooks, Advisor Business Consultant and Managing Director - Neuberger Berman Hosted By: Fulcrum Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC 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! This is an informational seminar. There is no cost or obligation. Neuberger Berman 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.