Classes & Events

Quarterly Information Session

Topic: Evolution of Financial Predators & Tax Loss Harvesting

Financial fraud is growing quickly, protecting yourself is essential.
What is tax loss harvesting and should you do it at the end of a tax year?

Please choose your session and register using the links below

  • 4th Quarter Investor Meeting | Thursday, Oct 8 | Live Lunch

  • October 8, 2026

  • 11:30AM - 1:30PM

  • Clackamas, OR

  • REGISTER
Description:

Evolution of Financial Predators & Tax Loss Harvesting

Financial fraud is growing quickly, protecting yourself is essential.
What is tax loss harvesting and should you do it at the end of a tax year?

Date & Time:

Thursday, October 8, 2026
11:30AM - 1:30PM

RSVP:
REGISTER

RSVP by 10:00PM on September 30, 2026.

  • 4th Quarter Investor Meeting | Thursday, Oct 8 | Live Dinner

  • October 8, 2026

  • 6:00PM - 8:00PM

  • Clackamas, OR

  • REGISTER
Description:

Evolution of Financial Predators & Tax Loss Harvesting

Financial fraud is growing quickly, protecting yourself is essential.
What is tax loss harvesting and should you do it at the end of a tax year?

Date & Time:

Thursday, October 8, 2026
6:00PM - 8:00PM

RSVP:
REGISTER

RSVP by 10:00PM on September 30, 2026.

  • 4th Quarter Investor Meeting | Saturday, Oct 10 | Zoom

  • October 10, 2026

  • 7:30AM - 9:00AM

  • Online

  • REGISTER
Description:

Evolution of Financial Predators & Tax Loss Harvesting

Financial fraud is growing quickly, protecting yourself is essential.
What is tax loss harvesting and should you do it at the end of a tax year?

Date & Time:

Saturday, October 10, 2026
7:30AM - 9:00AM

RSVP:
REGISTER

RSVP by 10:00AM on October 9, 2026.

Myths of Investing Class 

The audio recording of this class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios. If you are worried about investing, the markets, getting close to retirement, or just starting out, we recommend attending our workshop.

Please provide your information below if you are interested in receiving a link to the Myths of Investing class.

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