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