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You're Invited!

Check out our upcoming events




Retirement Investing Strategies


In this seminar, we will discuss 6 common mistakes that people make with their money and how you can prevent them from happening.  These 6 common mistakes can negatively impact your financial security and retirement.  Join us in learning how to avoid making these common mistakes.

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

DATE Monday September 16, 2019 from 6:00pm - 7:30 pm 

                                        or

        tuesday Septmeber 17, 2019 FROM 6:00PM - 7:30PM

 

  

LOCATION 15350 SW Sequoia Parkway, Portland, OR   

                 1st Floor Conference Room



What's New With Social Security

 Do you have questions about Social Security changes and updates?  Are you employed or recently retired and starting to think about Social Security and Medicare claiming?  Get answers to critical questions about your benefit options by attending this FREE/NO obligation seminar.                                               You will learn:                                                                                                                                                                                                                                                                    - What's new with Social Security and Medicare                                                                                                                                                                                              - How working affects your Social Security benefits                                                                                                                                                                                          - Medicare premiums and how they are related to Social Security                                                                                                                                                                 - How Social Security benefits are taxed                                                                                                                                                                                                             - Medicare dates to watch for                                                                                                                                                                                                                                - The future of Social Security

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

DATE  MONDAY SEPTEMBER 23, 2019 FROM 6:00PM - 7:30PM              LOCATION   15350 SW SEQUOIA PARKWAY, PORTLAND, OR

                                        OR                                                                                 1ST FLOOR CONFERENCE ROOM

         TUESDAY SEPTEMBER 24, 2019 FROM 6:00PM - 7:30PM

                                        or

         Saturday, September 28, 2019 from 10:30am - 12:00PM                   


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                                                  

                                                                                                                                                                                                                                                                                      

         

         



            

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