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Client Investor Education Series

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Topic: How you can win with Capitalism Description: This educational event demonstrates the awesome power of capitalism and asks the question: Where is the optimism? Take a powerful journey through each decade starting in the 1920’s and see how a diversified mix of assets performs given all the bad news that occurs throughout history.

Client Investor Education Series

The Reserve Vineyard and Golf Club 4805 SW 229th Ave, Aloha, OR, United States

Topic: How you can win with Capitalism Description: This educational event demonstrates the awesome power of capitalism and asks the question: Where is the optimism? Take a powerful journey through each decade starting in the 1920’s and see how a diversified mix of assets performs given all the bad news that occurs throughout history.

So you think you can Time the Market?

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(Arrival Time: 4:15pm) Description: What is market timing and what affect does it have on a portfolio? What is the worst enemy to investing? Find the answers to those questions and more in this entertaining investor coaching piece.

Bring a Friend Event: Annuities

McCormick & Schmick’s Grill 17015 SW 72nd Ave., Tigard, OR, United States

( Arrival Time: 10:45 AM ) Topic: Everything You Ever Wanted to Know About Annuities *Must Register a Friend to attend!

So you think you can Time the Market?

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( Arrival Time: 10:45 AM ) Description: What is market timing and what affect does it have on a portfolio? What is the worst enemy to investing? Find the answers to those questions and more in this entertaining investor coaching piece.

Client Appreciation Picnic

Cook Park 17005 SW 92nd Ave., Shelter #2, Tigard, United States

( Arrival Time: 9:45 AM )

Saying I Do to Your Financial Future

The Reserve Vineyard and Golf Club 4805 SW 229th Ave, Aloha, OR, United States

( Arrival Time: 10:45 AM ) Description: Discover the importance of a life-long commitment to your portfolio in this awesome education piece.

Saying I Do to Your Financial Future

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( Arrival Time: 4:15 PM ) Description: Discover the importance of a life-long commitment to your portfolio in this awesome education piece.

But This Time it Really is Different

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( Arrival Time: 4:15 PM ) Description: As we look historically at market crashed and rebounds, we come to one conclusion, the circumstances surrounding them are always different and we never know how or when they might happen.  The good news is that a diversified portfolio has already factored these events in.

But This Time it Really is Different

McCormick & Schmick’s Grill 17015 SW 72nd Ave., Tigard, OR, United States

( Arrival Time: 10:45 AM ) Description: As we look historically at market crashed and rebounds, we come to one conclusion, the circumstances surrounding them are always different and we never know how or when they might happen. The good news is that a diversified portfolio has already factored these events in.