Playbook Workshop Series | Elevate Wealth Advisors

Playbook Workshop Series

Register for Our Upcoming Playbook Webinar

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.



Playbook Workshop 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 Workshop once every quarter (January, April, July, October)

Format

Our Playbook Workshop 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!