Register for Our Upcoming Playbook Seminar
Use the form below to reserve your spots. Feel free to invite your family, friends, or colleagues – just make sure that they register too. We’ll be sending out more information as well as the webinar link to the email you provide. You can also email us or give us a call at (503) 607-0809.
Overview of the Playbook Seminar Series
Fall Playbook Seminar
Wednesday, October 28, 2020
5:30pm – 6:30pm
Topic 1: Do You Need an Estate Plan – What do you really need and where do you keep it?
Speaker: Mark Holady, Attorney at Law
Topic 2: Everything else my family needs to know – 100 things you need to keep, but never thought of
Speaker: Ben James, CFA, CFP
Winter Playbook Seminar
Secrets to Social Security & Pensions – Some of the most important decisions you’ll make and how to make them
Spring Playbook Seminar
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
Summer Playbook Seminar
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
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!