Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their financial future.  Along the way, we like to have some fun, too. Click on an event below for more details. 

 

Upcoming Events

Your Love Letter for a Lasting Legacy

December 9, 2020 12:00p - 1:00p Pacific Standard Time

Zoom

Past Events

Post-Election Year-End Financial Planning

November 11, 2020 12:00p - 1:00p Pacific Standard Time

Zoom

Oregon PERS & Your Retirement Strategy

October 14, 2020 12:00p - 1:00p Pacific Standard Time

Zoom

2020 Pre-Election Financial Planning

October 7, 2020 12:00p - 1:00p Pacific Standard Time

Zoom

5-Day Retirement Ready Challenge

September 28, 2020 - October 2, 2020 12:00p - 1:00p Pacific Standard Time

On Facebook or Zoom

Medicare

September 9, 2020 12:00p - 1:00p Pacific Standard Time

Complimentary Zoom Webinar

5-Day Retirement Ready Challenge

August 24 - August 28, 2020 12:00p - 1:00p Pacific Standard Time

Hosted in a Private Facebook Group

Principles of Long-Term Investing

August 12, 2020 12:00p - 1:00p Pacific Standard Time

Complimentary Zoom Webinar

Estate Planning 101

July 8, 2020 12:00p - 1:00p Pacific Standard Time

Complimentary Zoom Webinar

Take Control of Your Money & Pursue Financial Freedom

June 10, 2020 12:00p - 1:00p Pacific Standard Time

Zoom Webinar

We are pleased to invite you to our free webinar that will help you learn how to take control of your money and pursue financial freedom. This webinar will focus on the basics of personal finance and money management. It is tailored to those who would like to regain control of their finances or are just starting out on their financial journey.

Part 3 - Market Updates & Retirement Planning Considerations

May 11, 2020 12:00p - 1:00p Pacific Standard Time

Complimentary Zoom Webinar

This complimentary webinar will provide important considerations for retirement and income planning, in light of the recently passed SECURE Act. A brief update on current market conditions and considerations will also be included.

Part 2 - Market Updates & The SECURE Act

April 21, 2020 12:00p - 1:00p Pacific Standard Time

Complimentary Zoom Webinar

This complimentary webinar will provide details of the SECURE Act, highlighting key changes and how it affects your future planning needs. A brief update on current market conditions and considerations will also be included.

Part 1 - Market Updates & Our Investment Strategy

April 8, 2020 12:00p - 1:00p Pacific Standard Time

Complimentary Zoom Webinar

This complimentary webinar will showcase the investment strategy of Financial Freedom WMG, focusing on how we help structure investments for our clients. A brief update on current market conditions and considerations will also be included.

The SECURE Act Educational Webinar

February 25, 2020 12:00p - 1:00p Pacific Standard Time

Zoom Webinar

Fall 2019 Seminar in Eugene

October 14, 2019 6:30p - 8:30p Pacific Standard Time

Inn at the 5th

Investors are enjoying the longest bull market in history. What does this mean for your portfolio? We'll explore this and other topics at our Fall seminar. When you RSVP, please provide the names of ALL guests including yourself.

Fall 2019 Seminar in Corvallis

October 8, 2019 6:30p - 8:30p Pacific Standard Time

Courtyard Marriott

Investors are enjoying the longest bull market in history. What does this mean for your portfolio? We'll explore this and other topics at our Fall seminar. When you RSVP, please provide the names of ALL guests including yourself.

Event Registration




Thank you!

Error processing your request. Please try again at a later time.

//