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Portland Business Advantage

Past event

Stangier Wealth Management Quarterly Investor Meeting

Thursday, February 22, 2024 · 10:30 AM – 12:30 PM

Stangier Wealth Management, 12550 SE 93rd Ave. Suite 340, Clackamas

Free Quarterly Investor Workshop for our clients and open to the public. When: Thursday, February 22nd  | 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 12:00 PM  | 75-90 minute session Two Topics to be Covered:
  1. How to measure the success or failure of your portfolio.
  2. Guest Speaker – Brittany Marks, Attorney at Law (Estate Planning). Brittany Marks is an attorney at Old Town Law, LLC. She has been practicing for 12 years, and her practice focuses on estate planning, probate, and trust administration.
Registration Required, RSVP by February 14th RSVP Here

Wednesdays just got better.

Interested in getting involved? Visiting is easy, and it's fun. We'd love to meet you.