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You're Invited!

Check out our upcoming events




Fall Family Fun Day at Hoffman Farms

A client appreciation event!  Come spend a fun filled afternoon at Hoffman Farms with the FIT team.  Go on a tractor ride around the property, pick out a pumpkin, play games and enjoy a bbq!    Fun for the whole family!  Please feel free to invite friends, neighbors, colleagues, and your extended family!  We look forward to seeing you!

 Let Carrie know if you can come by registering below: 

DATE  Sunday october 20, 2019 from 2:30PM - 4:30PM              

                                                                                                                                                           

  

LOCATIOn   Hoffman farms

                 22242 sw scholls ferry road

                 Beaverton, oregon  97007

                          

                      



Retirement Investing Strategies

Retirees may spend several decades in retirement, encountering numerous financial pitfalls along the way.  Many wonder if their income will meet immediate and future retirement expenses.  In this seminar, we will discuss 6 common costly mistakes that people make with their money and what you can do to prevent them from happening.

Some of the mistakes we will cover include:

  • Letting Uncle Sam decide how much is your "fair share" of taxes
  • Not protecting your assets from a health care crisis
  • Failing to have a defined investment plan and/or neglecting to stick to one

  Seating is limited, so reserve your spot today by registering below. 

DATE  Tuesday October 22, 2019 FROM 6:00PM - 7:30PM              LOCATION   15350 SW SEQUOIA PARKWAY, PORTLAND, OR

                                        OR                                                                                 1ST FLOOR CONFERENCE ROOM                      SATURDAY, October 26, 2019 FROM 10:30AM - 12:00PM 





College Funding Seminar

Investing in your child's future 

Whether you're a parent of a high school senior applying to college or a 2-year-old toddler in need of a college savings account, we are here to help.  Preparing your child for college can be overwhelming & emotional.  Our informative workshop will help you navigate the rules of saving and paying for college! 

We will discuss:

  • 3 steps to college funding
  • Financial Aid options
  • How does the FAFSA work?
  • Education Tax Credits

Seating is limited, so reserve your spot today by registering below. 

DATE  Wednesday november 6, 2019 FROM 6:00PM - 7:30PM              LOCATION   15350 SW SEQUOIA PARKWAY, PORTLAND, OR

                                        OR                                                                                 1ST FLOOR CONFERENCE ROOM                      SATURDAY, November 9, 2019 FROM 10:30AM - 12:00PM  

 




Newlyweds Guide to Buying a Home 

In this seminar, Rachel will be co-hosting with a local mortgage officer and realtor to educate you on how to prepare for buying a home.  The content is targeted to young couples & newlyweds, but all who are preparing for a home purchase are welcome.  

We will be covering:

  • Types of Mortgages
  • Determining how much house you can afford
  • Preparing to be preapproved for a mortgage loan
  • How to research neighborhoods for best fit
  • Making a competitive offer (That's within your budget)
  • Preparing for closing

Seating is limited, so reserve your spot today by registering below. 


DATE
  Saturday January 18, 2020 FROM 11:00am - 12:30PM              LOCATION   15350 SW SEQUOIA PARKWAY, PORTLAND, OR

                                        OR                                                                                 1ST FLOOR CONFERENCE ROOM                       Thursday, january 23, 2019 FROM 6:00pm - 7:30PM                                

                                                                                                                             Location subject to change

                                                                                                                                                                                                                                                                       


 

Register Here:

              

            

Thank you for registering for our event! We look forward to seeing you there.