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Portland Business Advantage

Past event

Stangier Wealth Management Virtual Quarterly Investor Meeting

Saturday, February 24, 2024 · 6:30 AM – 8:00 AM

Free Virtual Quarterly Investor Workshop for our clients and open to the public. When:  Saturday, February 24 at 7:30 AM PST, (75-90 minute session) Where: Virtual Event Hosted Via Zoom 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 23rd at 10:00 AM. We will send you the meeting link the week of the event.
RSVP by 10:00AM on February 23, 2024. RSVP Here

Wednesdays just got better.

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