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Past Events!

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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

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Economic Summit

Worried about the economy? Come to our Economic Summit and LETS TALK. Please join Diana Harrison and the rest of the Financial Investment Team for an evening of information prevalent to our current economic situation. Date: Tuesday September 17, 2019 from 6:00 PM - 7:30 PM Location: Oregon State Bar Building Columbia A Conference Room 16037 SW Upper Boones Ferry Rd Tigard, OR 97224

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Savvy Social Security Planning: For Women

What women, divorcees, and widow(ers) need to know about retirement income and social security. In this informative seminar, you'll learn important rules and strategies for collecting social security. Find out how to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse. What to do if your husband or ex-husband dies and what you MUST consider before remarrying. We'll discuss how the decisions you make in your 60's can determine the amount of income you'll have in your 80"s. The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime. Don't miss this valuable workshop. Date: Monday, August 19, 2019 or Tuesday August 20, 2019 6:00 pm - 7:30 pm Location: 15350 SW Sequoia Parkway, Portland, OR 1st Floor Conference Room

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Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

Baby Boomers are asking questions - When should I apply for Social Security? How much can I expect to receive? How can I maximize my benefits? At this informative seminar, we'll answer these questions by teaching you the important rules and strategies for collecting your retirement benefits. Find out what you need to know to make the most out of your retirement benefits. The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime. Don't miss this valuable workshop designed especially for Baby Boomers.

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Savvy Social Security Planning: Basic Rules and Claiming Strategies

In this seminar, we will cover how to decide when to collect your benefits, how to coordinate benefits with your spouse or the Social Security options available to divorcees, how the death of a spouse affects your Social Security benefits, how work affects your benefits and how your benefits are taxed - and what you can do about it. We will talk about how to avoid making a poor Social Security claiming decision, how recent legislative changes may have impacted your strategy and what to do if you were counting on a claiming strategy that's no longer available.

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Estate Planning - Do you know what will happen to your wealth

In this seminar, we will answer some of the most common estate questions clients have. What happens to my assets when I pass? How can I ensure my family is protected? Will my estate be taxed? We will explain new federal estate tax provisions and the problems, delays, and expenses that often accompany probate. As well as, estate distribution techniques, including wills, trusts, and charitable giving. We encourage you to bring a trusted friend or family member you may want to be a part of the conversation.

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A Walk-through to Self-Preparing Your Tax Return

In this seminar, we will be walking you through a simple tax return using Turbo Tax. This is a great opportunity for you to receive some assistance if you have a simple tax return with common income items. An explanation of the changes from prior tax law will also be provided.

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Economic Summit 2019

This year at our annual Economic Summit we will briefly recap the markets in 2018 and discuss what to expect in 2019. Our guest speaker, Yeongjin Jang, Asisstant Professor at Oregon State University’s School of Electrical Engineering and Computer Science, will be speaking about cyber security and how to protect yourself. Hors d’oeuvres and very special entertainment will begin at 6:00pm

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5th Annual Fall Family Fun Day

This year our annual Fall Family Fun Day has moved to a new location and with that a new variety of fun things to try. The day will be filled with barbeque, yard games, hay rides, pumpkin patch, bounce houses, photo booth, and much more.

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