Playbook Seminar Series | Elevate Wealth Advisors

Playbook Seminar Series

Register for Our Upcoming Playbook Seminar

Use the form to reserve your spots now, as seats are limited. Feel free to bring your spouse, a friend, or a colleague. You can also email us or give us a call at (503) 607-0809.

Overview of the Playbook Seminar Series

Winter Playbook Seminars

February 20, 2020
1pm – 2:15pm
West Linn Adult Community Center

Secrets to Social Security & Pensions – Some of the most important decisions you’ll make and how to make them

Speaker: Ben James, CFA, CFP

Speaker: TBD

February 26, 2020
1pm – 2:15pm
Pioneer Community Theater

Secrets to Social Security & Pensions – Some of the most important decisions you’ll make and how to make them

Speaker: Ben James, CFA, CFP

Speaker: TBD

Spring Playbook Seminar

April, 2020

Topic 1: Understanding Your Investment Performance and maximizing your earnings – Are your fees paying for themselves?

Speaker: Ben James, CFA, CFP

Topic 2: Insurance: a necessary evil. The What, When, and How of it – What to keep and where to keep it

Speaker: Judy Powell

Summer Playbook Seminar

July 2020

Topic 1: Get Your Financial Household Statements in Order – Get rid of clutter!

Speaker: Ben James, CFA, CFP

Topic 2: Clarify Your Financial Goals – “If you fail to plan, you are planning to fail” -Benjamin Franklin

Speaker: TBD

Fall Playbook Seminar

October 2020

Topic 1: Do You Need an Estate Plan – What do you really need and where do you keep it?

Speaker: TBD

Topic 2: Everything else my family needs to know – 100 things you need to keep, but never thought of

Speaker: Ben James, CFA, CFP

Playbook Seminar Series Information

Why
Because you want the best holistic financial organization system for your house, rather than not knowing what to do with all those statements and letters that show up in the mail.

Because you think you have needed a Will forever, but you still don’t have one—and a Power of Attorney is something you’re curious about.

Because you have a $500 question for a financial advisor, a lawyer, a tax professional, etc. that you have been waiting to ask.

When
We will hold a Playbook Seminar once every quarter (January, April, July, October)

Where
Our upcoming January 16th Seminar will be at:
The Pioneer Community Center
615 5th Street
Oregon City, OR 97045

There is plenty of parking in the Pioneer Community Center’s parking lot across John Adams St.

Format

Each Seminar will be in a relaxed and educational format with time set aside for Q&A
Seats will be reserved (but free)
Refreshments will be provided