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

Fall Playbook Seminar

October 17, 2019

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

Speaker: John Boylston, Shareholder at Myatt & Bell, PC

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

January, 2020

Topic 1: Secrets to Social Security & Pensions – Some of the most important decisions you’ll make and how to make them

Speaker: Ben James, CFA, CFP

Topic 2: Eliminate headaches of tax filing by having a strategy – how to be organized all year round

Speaker: Steven Sykes, CPA

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

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
The Tumwater Ballroom
211 Tumwater Drive
Oregon City, OR 97405

There is plenty of parking between the Tumwater’s parking lot and the adjacent parking lot at the Three Rivers VFW Post 1324.

Format
Each Seminar will be on a Thursday evening from 6pm – 7:30pm

Seats will be reserved (but free)

Food and refreshments will be provided

There will be multiple presenters with time for questions afterwards