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You're Invited!

Check out our upcoming events

Taxes in Retirement

  • Should I make a Roth Contribution or a Roth Conversion?
  • What effect would an IRA Contribution make?
  • Is this a good year to take money from my IRA, and what will it cost me in taxes?
  • Should I start Social Security now and what will the tax effects be?

These are just a few of the questions you should be asking yourself this time of year.  We can help you answer these questions and more.  Please join us at the "Taxes in Retirement" seminar.

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

DATEs        Tuesday January 14, 2020 from 6:00pm - 7:30pm


                  Monday January 20, 2020 from 6:00pm - 7:30pm

LOCATION    15350 SW Sequoia Parkway, Portland, OR  

                        1St floor conference room 



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. 

        Saturday January 11, 2020 FROM 11:00am - 12:30PM              

                                        OR                                                                                                                                                           Thursday january 23, 2020 FROM 6:00pm - 7:30PM


                        1ST FLOOR CONFERENCE ROOM 

                        LOCATION SUBJECT TO CHANGE





Register Here:



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