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Past Events!

We’ve been busy! See what we’ve been doing




Investment Fundamentals

Have questions about investing? Not sure where to start? In this free seminar, we will debunk 5 myths of investing and discuss the corresponding truths as we explore some investment fundamentals. • What is a stock, bond, mutual fund, or annuity? • How do taxes affect your investments? • What's the difference between a Roth IRA and a Traditional IRA? Grab a friend and come enjoy lite refreshments as we help you understand the basic.

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Economic Summit - What the heck is going on???

Come and enjoy some refreshments and music by Wailing Willows while learning how to balance your retirement with good health. Diana Harrison will give us an economic update. Find out what the heck is going on in the economy and how the Presidential race could impact your portfolio. John Lucke, a Cardio-thoracic Surgeon, will be our guest speaker. We will learn what we can do to help prevent heart disease.

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College Funding: Investing in Your Chilren's Future

Many people don’t realize that the average four-year cost of in-state tuition, fees, room and board at a public four-year college or university is approaching $90,000! How much progress have you made to reach your college funding goal?

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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.

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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.

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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!

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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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