• 1005 N Main Avenue, Suite 101
    Gresham, OR 97030
    Phone: (503) 665-1131 | Fax: (503) 666-1041

    • 459.png
    • 460.png
    • PGE_no_background_small_1.png
  • Retirement Seminars

  • Financial Strategies for Successful Retirement Seminar

    Investing a few hours of your time at this seminar can pay off immediately. Gain confidence in your financial decision-making ability so that later on you may be better prepared to face the challenges and enjoy the rewards that retirement can bring. This seminar may help you answer these questions:

    How can I plan for a comfortable retirement?
    Can I retire early?
    How can I manage my tax liability?
    Are there ways to potentially reduce my exposure to financial risk?
    How can I provide for my heirs?

    This course will be relevant if you are nearing retirement, already retired, or just beginning to develop your retirement plan. The course material will help you assess your current situation and develop a personalized plan to help pursue your retirement goals.

    Tuition is $49.00. You may bring your spouse or a guest at no extra cost. You may pay in advance by registering online now or you can pay at the classroom with cash or check only. No credit cards can be accepted at the classroom.

    Please choose one of the following class dates:
    Saturdays, February 4th, 11th & 18th - Room 1775 - from 9:00-12:30 pm - Click here to register!
    Wednesdays, February 8th, 15th & 22nd  - Room 1767 - from 6:15-9:45 pm - Click here to register!

    *Mutual funds, ETFs, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus before deciding to invest. There is no assurance provided that the financial concepts and strategies discussed will provide investment success. Investments are subject to market fluctuation, risk, and potential loss of prinicipal. Actual results depend on many factors as discussed in the course. Past performance is no guarantee of future success.

  • Social Security Strategies Seminar

    Get answers to critical questions about your social security benefits, retirement
    income, and financial planning issues. Learn:

    • What factors play a role in Social Security decisions
    • What are the common mistakes many retirees make
    • How to determine your Social Security break-even point
    • When to take Social Security benefits
    • How best to integrate Social Security benefits into a sound financial plan
    • How to coordinate regular and spousal Social Security
    • What the Social Security Benefits Calculator doesn’t tell you and more…

     

    Tuition is $49. You may bring your spouse or a guest at no extra cost.
    You may pay in advance by registering online now or you can pay at the classroom
    with cash or check only.  No credit cards can be accepted at the classroom.

    Please choose one of the following class dates:
    Tuesday, March 7th from 6:15-8:45 pm - Click here to register!
    Saturday, March 18th from 10:00-12:30 pm - Click here to register!