Description:

Free Financial Quarterly Investor Workshop for our clients and open to the public.

When: Thursday, November 2nd  | Lunch Session

Where: Our Office, 12550 SE 93rd Ave. Suite 340 Clackamas, OR 97015

Doors open at 11:30 AM

Lunch provided

Class Presentation begins at 12:00 PM  | 75-90 minute session

Registration Required, RSVP by October 26th

Date & Time:

Thursday, November 2, 2023
11:30AM - 1:00PM

RSVP:

REGISTER

RSVP by 03:00PM on October 26, 2023.

Description:

Free Financial Quarterly Investor Workshop for our clients and open to the public.

When: Thursday, November 2nd  | Evening Session

Where: Our Office, 12550 SE 93rd Ave. Suite 340 Clackamas, OR 97015

Doors open at 6:00 PM

Dinner provided

Class Presentation begins at 6:30 PM  | 75-90 minute session

Registration Required, RSVP by October 26th

Date & Time:

Thursday, November 2, 2023
6:00PM - 7:45PM

RSVP:

REGISTER

RSVP by 03:00PM on October 26, 2023.

Description:

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.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Wednesday, September 27, 2023
6:00PM - 7:15PM

RSVP:

REGISTER

RSVP by 12:00PM on September 27, 2023.

Description:

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.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Tuesday, October 10, 2023
6:00PM - 7:15PM

RSVP:

REGISTER

RSVP by 12:00PM on October 10, 2023.

Description:

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.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Thursday, October 26, 2023
6:00PM - 7:15PM

RSVP:

REGISTER

RSVP by 12:00PM on October 26, 2023.

Description:

Free Financial Quarterly Investor Meeting for our clients and open to guests.

When: Saturday, November 4th 7:30 AM PST  | 75-90 minute meeting

We will send you the Zoom meeting link the week of the event. Please login to Zoom 5 minutes prior to the start of class.

Registration Required, RSVP by November 1st.

Date & Time:

Saturday, November 4, 2023
7:30AM - 8:45AM

RSVP:

REGISTER

RSVP by 09:30AM on November 1, 2023.