8/13/20 – 2020 Market Update with Guest Speaker Gordon Haave

Where: Zoom Webinar
Time: 12:00pm
Class Fee: Free


This year has been up and down. I’m sure you have questions and maybe even some of your friends and family have questions.  Special Guest speaker Gordon Haave, Chief Investment Officer with FTA will present.

Here is what we will cover:

  • Market review
  • How has COVID-19 affected the markets?
  • What does the rest of 2020 look like?


Past Events

3/27/19 – Retire Educated

Where: Warner Pacific College – Portland
Time: 6:30pm
Class Fee: Free

Don’t make common retirement planning mistakes!

Learn ways to maximize your retirement income, strategies to protect your savings, Social Security optimization and potentially maximizing your benefits and more at this complimentary workshop at Warner Pacific College in Portland.

May 20th – Our 3rd annual SHRED EVENT


Shred Event Results: We pulverized 4 tons of paper, We collected 1800 lbs of e-recycling, We collected enough food for 318 individual meals for the Oregon Food Bank!

March 11th – What now? Post election insights.
Where: Warner Pacific College, 2219 SE 68th Ave, Portland Oregon 97215

Image of a Breakfast TacoBreakfast and information that could change your retirement…
Do you have post election concerns?

Join us Saturday March 11th, 2017 at 9:30am -11:00am for this informative workshop at Warner Pacific College. There will be a compelling interactive presentation, “Protect and Grow your Assets under a Trump Administration”, followed by open discussion on the things you want to know about. A delicious buffet, breakfast will be served, but register now because we are limited to 20 attendees! If you are bringing someone with you please add them to your registration or register them separately.

Event Videos