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May 2018

Reality Worksheet

May 8 @ 11:00 am - 1:00 pm
Stockpot Broiler Restaurant, 8200 SW Scholls Ferry Rd
Beaverton, OR 97005 United States
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This Client Investor Education presentation is exercise aimed at allowing our clients to expand on the things in your life that bring us the most joy and satisfaction, while eliminating or fixing the things that detract from our overall quality of life.. Join us as we present Reality Worksheet. Current Clients and their guests are welcome. Please RSVP at least 48 hours in advance by calling our office at 503-620-3531.

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June 2018

Reality Worksheet

June 12 @ 4:30 pm - 6:30 pm
Hayden’s Lake Front Grill, 8187 SW Tualatin Sherwood Rd Tualatin OR 97062 United States + Google Map

This Client Investor Education presentation is exercise aimed at allowing our clients to expand on the things in your life that bring us the most joy and satisfaction, while eliminating or fixing the things that detract from our overall quality of life.. Join us as we present Reality Worksheet. Current Clients and their guests are welcome. Please RSVP at least 48 hours in advance by calling our office at 503-620-3531.

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July 2018

Separating Myths

July 9 @ 11:00 am - 1:00 pm
The Reserve Vineyard and Golf Club, 4805 SW 229th Ave
Aloha, OR 97007 United States
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This Client Investor Education presentation is an important reminder that we can sometimes be heavily influenced by messages in the media, our friends & family and other sources. It is highly important to separate the myths from reality when it comes to our money and finances. Join us as we present Separating Myths. Current Clients and their guests are welcome. Please RSVP at least 48 hours in advance by calling our office at 503-620-3531.

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August 2018

Separating Myths

August 14 @ 4:30 pm - 6:30 pm
Stockpot Broiler Restaurant, 8200 SW Scholls Ferry Rd
Beaverton, OR 97005 United States
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This Client Investor Education presentation is an important reminder that we can sometimes be heavily influenced by messages in the media, our friends & family and other sources. It is highly important to separate the myths from reality when it comes to our money and finances. Join us as we present Separating Myths. Current Clients and their guests are welcome. Please RSVP at least 48 hours in advance by calling our office at 503-620-3531.

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September 2018

Verify, Verify, Verify

September 11 @ 11:00 am - 1:00 pm
Hayden’s Lake Front Grill, 8187 SW Tualatin Sherwood Rd Tualatin OR 97062 United States + Google Map

This Client Investor Education presentation is an important reminder that while trust is important when deciding who to take our advice from, however the validity of the information we receive is our own responsibility and verification of information we are counting on is paramount. Join us as we present Verify, Verify, Verify. Current Clients and their guests are welcome. Please RSVP at least 48 hours in advance by calling our office at 503-620-3531.

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