Events

Hello All,

We are excited to invite you to a special event featuring Former FBI Special Agent Jeff Lanza. Jeff will be presenting “Identity Theft, Simple Safeguards,” a comprehensive talk on how to stay safe from identity theft and cybercrime. With a distinguished career spanning over 20 years, Jeff has investigated cybercrime, organized crime, human trafficking, and terrorism. He has lectured at Harvard and Princeton Universities, authored two critically acclaimed books, and is featured in a Netflix documentary about the FBI. Jeff regularly appears on national television news programs to discuss the growing threat of cybercrime.

During the event, Jeff will share practical ways to prevent identity theft and cybercrime, and provide education on what to look out for to protect yourself. His impressive list of accomplishments includes consulting for Oscar-winning director Ang Lee, presenting at international conferences, and serving as a certified Kansas City Barbecue judge.

Don't miss this opportunity to hear from an expert in the field and gain valuable insights to safeguard your personal information.

If you have questions, please reach out. We look forward to having you join us!

Hello Clients and Friends, We are excited to continue our 2025 event series by welcoming back Dr. Marc Milstein with Age-Proof Your Brain 2! This sequel to the "Age-Proof Your Brain" presentation focuses on boosting longevity and dispelling misinformation. It offers new, actionable tips to protect the brain and add decades to one's life.

In this all-new, entertaining, uplifting presentation, you will learn science-based, actionable new tips such as:

• What is accurate, and what is hype when it comes to slowing down aging, boosting brain performance, and increasing longevity?
• How to simply incorporate these new tips into your daily life without major changes.
• How to boost daily energy, which plays a critical role in longevity.
• What did the BlueZone studies leave out when it comes to living longer?
• Quality sleep is one of the greatest predictors of lifespan. New research is uncovering how to be an elite sleeper with all new tips on how to get back to sleep faster.
• Simple and actionable steps to lessen pain and inflammation and boost metabolism.
• Three surprisingly simple tests that predict one's longevity that don't require any equipment.
• The one over-the-counter supplement that has recently been shown to improve memory in those over 65 years old. Hint: it's not expensive.
• A revolutionary new tip to quickly manage stress and anxiety, which plays a crucial role in longevity. Hint: it's not a breathing exercise.

We look forward to having you join us!

Hello Clients and Friends,

You're invited to the "Savvy Women, Smart Investors" virtual event with Liz Flint, Assistant Vice President, and Business Development Consultant with MFS® Investment Management®. During this complimentary session, we’ll discuss key financial matters at each stage of your life and how to navigate them. We’ll talk about the unique financial challenges women may face and learn what questions to ask and how to get the right help answering them.

Please feel free to share this with the women in your life who may benefit from this content. We’re looking forward to you joining us for an insightful and empowering session!

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!

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!

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!

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!

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!