Events

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!

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!

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!

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.