Classes & Events

Myths of Investing Class 

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

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. It’s perfect for investors who want a better understanding on how their portfolios are put together. If you are worried about investing, the markets, getting close to retirement, or just starting out, we recommend attending our workshop.

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

Join us for interactive learning experiences. Register for an upcoming class today.
  • 4th Quarter Investor Meeting | Lunch Session | Thursday, October 10 | 11:30 AM

  • October 10, 2024

  • 11:30AM - 1:30PM

  • Clackamas, OR

  • REGISTER
Description:

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

When: Thursday, October 10 | 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 noon  | 75-90 minute session

Topic: Politics and Portfolios – What You Can Do With Your Investments During Election Season

Registration Required

Date & Time:

Thursday, October 10, 2024
11:30AM - 1:30PM

RSVP:
REGISTER

RSVP by 10:00AM on October 1, 2024.

  • 4th Quarter Investor Meeting | Evening Session | Thursday, October 10 | 6:00 PM

  • October 10, 2024

  • 6:00PM - 8:00PM

  • Clackamas, OR

  • REGISTER
Description:

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

When: Thursday, October 10 | 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

Topic: Politics and Portfolios – What You Can Do With Your Investments During Election Season

Registration Required

Date & Time:

Thursday, October 10, 2024
6:00PM - 8:00PM

RSVP:
REGISTER

RSVP by 10:00AM on October 1, 2024.

  • 4th Quarter Investor Meeting | Zoom Session | Saturday, October 12 | 7:30 AM PST

  • October 12, 2024

  • 7:30AM - 9:00AM

  • Online

  • REGISTER
Description:

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

When:  Saturday, October 12th at 7:30 AM PDT, (75-90 minute session)

Where: Virtual Event Hosted Via Zoom

Topic: Politics and Portfolios – What You Can Do With Your Investments During Election Season

Registration Required, RSVP by Friday morning, October 11.

We will send you the meeting link the week of the event.

Date & Time:

Saturday, October 12, 2024
7:30AM - 9:00AM

RSVP:
REGISTER

RSVP by 09:00AM on October 11, 2024.