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Stangier Wealth Management

12550 SE 93rd Ave, Suite 340
Clackamas, OR 97015

Portland: (503) 257-0057
Toll Free: (877) 257-0057

Inquiries

info@stangierwealth.com

Classes & Events

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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  • 1st Quarter Investor Meeting | Dinner Session | Thursday, January 30 | 6:00 PM

  • January 30, 2025

  • 6:00PM - 8:00PM

  • Clackamas, OR

  • REGISTER
Description:

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

When: Thursday, January 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: Traditional Index Investing vs. Structured Market Approach

  • If you have Matson Money in your portfolio, you are invested in structured funds.
  • How is a Structured fund different than an Index Fund?
  • How is a portfolio built with Structured funds different than a portfolio built with Index Funds?
  • Understand how your portfolio is constructed and what happens inside a Structured portfolio during market volatility.

Registration Required

Date & Time:

Thursday, January 30, 2025
6:00PM - 8:00PM

RSVP:
REGISTER

RSVP by 06:00PM on January 21, 2025.

  • 1st Quarter Investor Meeting | Lunch Session | Thursday, January 30 | 11:30 AM

  • January 30, 2025

  • 11:30AM - 1:30PM

  • Clackamas, OR

  • REGISTER
Description:

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

When: Thursday, January 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: Traditional Index Investing vs. Structured Market Approach

  • If you have Matson Money in your portfolio, you are invested in structured funds.
  • How is a Structured fund different than an Index Fund?
  • How is a portfolio built with Structured funds different than a portfolio built with Index Funds?
  • Understand how your portfolio is constructed and what happens inside a Structured portfolio during market volatility.

Registration Required

Date & Time:

Thursday, January 30, 2025
11:30AM - 1:30PM

RSVP:
REGISTER

RSVP by 05:00PM on January 21, 2025.

  • 1st Quarter Investor Meeting | Zoom Session | Saturday, February 1 | 7:30 AM PST

  • February 1, 2025

  • 7:30AM - 9:00AM

  • Online

  • REGISTER
Description:

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

When:  Saturday, February 1, 2025 at 7:30 AM PDT, (75-90 minute session)

Where: Virtual Event Hosted Via Zoom

Topic: Traditional Index Investing vs. Structured Market Approach

  • If you have Matson Money in your portfolio, you are invested in structured funds.
  • How is a Structured fund different than an Index Fund?
  • How is a portfolio built with Structured funds different than a portfolio built with Index Funds?
  • Understand how your portfolio is constructed and what happens inside a Structured portfolio during market volatility.

Registration Required, RSVP by end of business day, Tuesday, January 21.

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

Date & Time:

Saturday, February 1, 2025
7:30AM - 9:00AM

RSVP:
REGISTER

RSVP by 06:00PM on January 21, 2025.

Interested in learning more?

Contact us today.