Workshops

Foam & Finances

We’re very happy to announce our 2019 Foam & Finances series with extremely valuable and knowledgeable agents from Thrivent Financial, and they have committed to helping our clients by offering 4 classes this summer—check it out!

Quick Bios— Joshua (left) and Nate (right) are Financial Advisors for Thrivent Financial who have been in the Financial Services industry for over 6 years.

Joshua is a Navy Veteran who has been to 18 countries and 38 states! In his free time, he enjoys playing rugby for the Portland Pigs or walking Ella & Holstein his 10-year-old Pitbulls.

Nate is newly engaged to his lovely fiancé Kristin, loves hiking in the gorge, and playing trampoline dodgeball. Self-care by doing yoga and meditation is important to him and he has a borderline unhealthy obsession with eating hamburgers!

College Planning—November 7th

accomplishment ceremony education graduation

Whether your child(ren) have started the college application process, are still years away from college or are still in the planning stage then this workshop is perfect for you. We will explore the wondrous world of college tuition, timing for scholarship applications, what to expect as a parent, when/if you should save for college, and much more (RSPV below or Register here for this class).

Register 2

Marriage & Money—December 5th

Investments Top Companies and Financial Strength

The majority of marriages are built on things you have in common with your significant other. But do you share the same ideologies when it comes to money? Understanding your Spouses journey with money is an important first step to a long and loving marriage. Let us give you some topics to help jump start these conversations in your marriage (RSPV below).

Investments 101—January 9th

Ask about how we can help you build your personal and family finances

Stocks, bonds, 401(k)‘s, taxable, or non-taxable? If you are looking to get a quick overview of basics on investing, we aim to please. We will go over investment basics so that you can be better informed when making important household decisions without feeling like you need to be an expert (RSPV below).

Retirement Planning—February 6th

We offer life insurance products that are designed for retirement supplement, and have tax deferred advantages

We all spend the prime years of our life saving for retirement. Each household has a different path to retirement but the road map for successful retirement planning always contains the same important steps. Come learn how to optimize your savings for retirement.

rsvp-today

-Available Workshops:   First Time Home Buyers,  Health Plans: What to Chose?,  Taxes For New Business Owners, Bookkeeping 101


Home | Auto | Property | Life | Health | Business | Contact Us | Our Team | Get a Quote