Live Quarterly Event – Luncheon – Thursday November 17 | 11:30 AM

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

Where: Embassy Suites by Hilton Portland Airport

When: Thursday, November 17

Doors open at 11:30 AM

Lunch provided

Class begins at 12:15 PM  | 75-90 minute session

The agenda will include the following:

  • Inflation, raising interest rates, recession and war what is going to happen to my investments?
  • What can I expect from my portfolio in both down and up markets?
  • What kind of investments are in my portfolio and why is it built that way?
  • How is my portfolio constructed to take advantage of the dips/crashes in the markets?

Event registration is now closed.