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December 2017

Defeating Your Money Demons

December 12, 2017 @ 11:00 am
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 our own thoughts and self talk, created in the depths of our mind from a series of cultural messages heard over our lifetimes, can have a dramatic affect on our investing experience. Join us as we present Defeating Your Money Demons. 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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Estate Planning & Retirement

December 16, 2017 @ 11:00 am
Hayden’s Lake Front Grill, 8187 SW Tualatin Sherwood Rd Tualatin OR 97062 United States + Google Map

This public lunch seminar focuses on the six "Must Know Secrets" for retirement and estate planning. Registration required one week in advance by calling 888-830-5732. Please limit your attendance to one visit.

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February 2018

Gearing Up For The Next Crash

February 6 @ 4:30 pm - 5:30 pm
Stockpot Broiler Restaurant, 8200 SW Scholls Ferry Rd
Beaverton, OR 97005 United States
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This Client Investor Education presentation is designed to help create a powerful, clear image of your life with goals realized; a vision that motivates and compels actions toward pursuing dreams. Join us as we present Future View. 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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March 2018

Future View

March 6 @ 11:00 am - 12:00 pm
Hayden’s Lake Front Grill, 8187 SW Tualatin Sherwood Rd Tualatin OR 97062 United States + Google Map

This Client Investor Education presentation is designed to help create a powerful, clear image of your life with goals realized; a vision that motivates and compels actions toward pursuing dreams. Join us as we present Future View. 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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April 2018

Future View

April 10 @ 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 designed to help create a powerful, clear image of your life with goals realized; a vision that motivates and compels actions toward pursuing dreams. Join us as we present Future View. 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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