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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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October 2018

Verify, Verify, Verify

October 9 @ 4:30 pm - 6:30 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 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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November 2018

OMG! Global Economic Armageddon

November 13 @ 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 an important look at the REAL impact of volatile political and economic climates play in our long term financial goals.I "this time" really different? Join us as we present OMG! Global Economic Armageddon. 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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December 2018

OMG! Global Economic Armageddon

December 11 @ 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 an important look at the REAL impact of volatile political and economic climates play in our long term financial goals.I "this time" really different? Join us as we present OMG! Global Economic Armageddon. 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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