Classes & Events

Quarterly Information Session

Topic: Medicare Insurance Coverage
Guest Speaker: Carrie Kieselhorst

How does Medicare work and what does it cover? What are the important dates you need to know to sign up?

Information for both those over or under 65. Following the special guest speaker, Gretchen Stangier will present on Social Security.

Please choose your session and register using the links below
  • 2nd Quarter Investor Meeting | Zoom Session | Saturday, April 26 | 7:30 AM PDT

  • April 26, 2025

  • 7:30AM - 9:00AM

  • Online

  • REGISTER
Description:

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

When:  Saturday, April 26, 2025 at 7:30 AM PDT, (75-90 minute session)

Where: Virtual Event Hosted Via Zoom

Topic: Medicare Insurance Coverage
Guest Speaker: Carrie Kieselhorst

How does Medicare work and what does it cover? What are the important dates you need to know to sign up?

65 or older

  • Understand the changes made for the 2025 benefit year and how your gap or advantage policy may have changed.
  • How those changes might affect your premiums over the next 2-3 years.
  • What questions should you be asking each year during open enrollment to ensure you will still have the same coverage the following year.
  • Helping your aging parents? Get a better understanding how Medicare works with supplemental policies.

Under 65

  • Start to understand one of the biggest financial decisions you will have to make in retirement..
  • What is the timeline to go on Medicare if you are still working at 65?
  • What is the difference between the advantage path vs the supplemental path?

Social Security (presented by Gretchen Stangier)

  • How to safely create a log on that you will need to sign-up/manage for both Social Security and Medicare.
  • How much of your social security check will be taxable?
  • Who is IRMMA and why do I have to pay her up to $443 a month EXTRA for 12 months for my part B Medicare?

Registration Required

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

Date & Time:

Saturday, April 26, 2025
7:30AM - 9:00AM

RSVP:

Event registration is now closed.

  • 2nd Quarter Investor Meeting | Lunch Session | Wednesday, April 30 | 11:30 AM

  • April 30, 2025

  • 11:30AM - 1:30PM

  • Clackamas, OR

  • REGISTER
Description:

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

When: Wednesday, April 30 | 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: Medicare Insurance Coverage
Guest Speaker: Carrie Kieselhorst

How does Medicare work and what does it cover? What are the important dates you need to know to sign up?

65 or older

  • Understand the changes made for the 2025 benefit year and how your gap or advantage policy may have changed.
  • How those changes might affect your premiums over the next 2-3 years.
  • What questions should you be asking each year during open enrollment to ensure you will still have the same coverage the following year.
  • Helping your aging parents? Get a better understanding how Medicare works with supplemental policies.

Under 65

  • Start to understand one of the biggest financial decisions you will have to make in retirement..
  • What is the timeline to go on Medicare if you are still working at 65?
  • What is the difference between the advantage path vs the supplemental path?

Social Security (presented by Gretchen Stangier)

  • How to safely create a log on that you will need to sign-up/manage for both Social Security and Medicare.
  • How much of your social security check will be taxable?
  • Who is IRMMA and why do I have to pay her up to $443 a month EXTRA for 12 months for my part B Medicare?

Registration Required

Date & Time:

Wednesday, April 30, 2025
11:30AM - 1:30PM

RSVP:

Event registration is now closed.

  • 2nd Quarter Investor Meeting | Dinner Session | Wednesday, April 30 | 6:00 PM

  • April 30, 2025

  • 6:00PM - 8:00PM

  • Clackamas, OR

  • REGISTER
Description:

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

When: Wednesday, April 30 | 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 noon  | 75-90 minute session

Topic: Medicare Insurance Coverage
Guest Speaker: Carrie Kieselhorst

How does Medicare work and what does it cover? What are the important dates you need to know to sign up?

65 or older

  • Understand the changes made for the 2025 benefit year and how your gap or advantage policy may have changed.
  • How those changes might affect your premiums over the next 2-3 years.
  • What questions should you be asking each year during open enrollment to ensure you will still have the same coverage the following year.
  • Helping your aging parents? Get a better understanding how Medicare works with supplemental policies.

Under 65

  • Start to understand one of the biggest financial decisions you will have to make in retirement..
  • What is the timeline to go on Medicare if you are still working at 65?
  • What is the difference between the advantage path vs the supplemental path?

Social Security (presented by Gretchen Stangier)

  • How to safely create a log on that you will need to sign-up/manage for both Social Security and Medicare.
  • How much of your social security check will be taxable?
  • Who is IRMMA and why do I have to pay her up to $443 a month EXTRA for 12 months for my part B Medicare?

Registration Required

Date & Time:

Wednesday, April 30, 2025
6:00PM - 8:00PM

RSVP:

Event registration is now closed.

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.

This field is for validation purposes and should be left unchanged.