Past Events

 

3/27/19 - Retire Educated

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

Attn: Pre-Retirees and Retirees

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.

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  3/28/19 - Retire Educated

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

  Attn: Pre-Retirees and Retirees

  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.

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• May 20th - Please join us for our 3rd annual SHRED EVENT - Public Event
• Where: Clackamas Fire District Station #1, 11300 SE Fuller Road, Milwaukie, OR 97222 Time: 10:00 am – 2:00 pm

  This year Duell Wealth Preservation is partnering with Clackamas Fire District Station #1, the Oregon Food Bank, and Green Century Recycling to provide free, secure document destruction, and free recycling of computers, T.V.’s, monitors, laptops, tablets, telephones, cellular devices, keyboards, printers and clothes. Just bring boxes of documents, and/or electronics along with nonperishable food items (no glass) and watch as the onsite truck pulverizes your documents.

  You will also receive a comprehensive Fraud and Identity Theft Kit (how to prevent it, not how to do it) from the Federal Trade Commission, all compliments of Duell Wealth Preservation.

  When the truck is full, the shredding is over, although we will continue to accept food items and e-recycling.

  So please join us and tell your friends!

Items Accepted:

We practice safe and efficient recycling. All items are handled in a safe manner with the lowest impact to the environment. Our goal is to reuse all items and extend the life as long as possible to provide a viable alternative to e-waste in our landfills.

 

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• March 11th - What now? Post election insights.
• Where:Warner Pacific College, 2219 SE 68th Ave, Portland Oregon 97215, Egtvedt Hall Room #121 Time: 9:30 am – 11:00 am

  Breakfast 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.

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• 1/28/2017 - Holiday Wine Event - Client Event

• Where: Vintners Cellar, 1111 NW 16th Ave, Portland, OR 97209

  Time: 4:00 pm to 6:00 pm

  Please bring Friends Neighbors, or Family to this event. When you do you will be entered into our raffle to win one of our three great wine prizes!

  Gary's vintage this time is a thought provoking Sangiovese. You will bottle some wine and take it home with you. There will be wonderful food and wines to explore and most of all fun! We hope this gift of cheer will help reduce your stress this Holiday Season. Please join us and help to spread the cheer by bringing guests.

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