Topic: Built to Last
We will cover the basic key principles that guide your investing process. Without understanding the basic engineering of your portfolio, it is easy to get thrown off course during unsettling times because of panic.
Please choose your session and register using the links below
1st Quarter Investor Meeting | Lunch Session | Thursday, February 12 | 11:30 AM
February 12, 2026
11:30AM - 1:30PM
Clackamas, OR
Free Quarterly Investor Workshop for our clients and open to the public.
When: Thursday, February 12 | 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: Built to Last
We will cover the basic key principles that guide your investing process. Without understanding the basic engineering of your portfolio, it is easy to get thrown off course during unsettling times because of panic.
Registration Required
Thursday, February 12, 2026
11:30AM - 1:30PM
Event registration is now closed.
1st Quarter Investor Meeting | Dinner Session | Thursday, February 12 | 6:00 PM
February 12, 2026
6:00PM - 8:00PM
Clackamas, OR
Free Quarterly Investor Workshop for our clients and open to the public.
When: Thursday, February 12 | 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: Built to Last
We will cover the basic key principles that guide your investing process. Without understanding the basic engineering of your portfolio, it is easy to get thrown off course during unsettling times because of panic.
Registration Required
Thursday, February 12, 2026
6:00PM - 8:00PM
Event registration is now closed.
1st Quarter Investor Meeting | Zoom Session | Saturday, February 14 | 7:30 AM PST
February 14, 2026
7:30AM - 9:00AM
Online
Free Virtual Quarterly Investor Workshop for our clients and open to the public.
When: Saturday, Saturday, February 14 at 7:30 AM PST, (75-90 minute session)
Where: Virtual Event Hosted Via Zoom
Topic: Built to Last
We will cover the basic key principles that guide your investing process. Without understanding the basic engineering of your portfolio, it is easy to get thrown off course during unsettling times because of panic.
Registration Required, RSVP by end of business day, Friday, February 13th.
We will send you the meeting link the week of the event.
Saturday, February 14, 2026
7:30AM - 9:00AM
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.
