Playbook Seminar Series | Elevate Wealth Advisors

Playbook Seminar Series

Register for Our Upcoming Playbook Seminar

Use the form to reserve your spots now, as they 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

Summer Playbook Seminar

Wednesday, July 22, 2020
5:30pm – 6:30pm

Speaker: Ben James, CFA, CFP

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

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

Fall Playbook Seminar

October 2020

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

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

Winter Playbook Seminar

January 2021

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

Spring Playbook Seminar

April 2021

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

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

Playbook Seminar Series Information

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.

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


Our Playbook Seminar Series will be held virtually. We’ll be doing webinars through the program Zoom. This is our temporary solution to continue to bring you education during this time. Please let us know if you would like any help getting set up and making sure that you’re ready for the next webinar!

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