Learn More About Retirement And

Feel Confident
About Your Future

Whether online or in-person, our attendees love our fun, light-hearted approach to retirement education. The information is free, and our guests also enjoy a delicious complimentary meal – no strings attached.

If you’re informed,
you’re empowered.

That’s why we continue to provide no-cost educational seminars here in Oregon and Washington state. The topics we cover include:

  • Retirement Strategies
  • Tax-Free Retirement Options
  • The Newest Information on Retirement Strategies

We also offer information to people on related subjects such as

  • Social Security
  • RMD’s
  • Medicare
  • and more!

Our goal is to make sure you know that you have choices. And, that you feel confident about your individual retirement strategy. Contact us today to save a seat at our next event!

group of retirees at restaurant

JOIN US, HAVE FUN, AND LEARN SOME GREAT INFO.​

Hope to see you soon!

Good News!

We are finally able to be back in restaurants for our dinner presentations. Find our restaurant locations and dates on the calendar below. Reservations are required and space is limited. We will also still be holding these presentations virtually throughout the month, which can found listed as webinars.

Wed. or Thurs.
Feb 8th or 9th
6:15 PM

a Cena Ristorante
7742 SE 13th Ave.
Portland, OR 97202

Mon. or Tues.
Feb. 14th or 15th
6:15 PM

Jake’s Grill
611 SW 10th Avenue
Portland, OR 97205

Thursday
Feb. 23rd
6:00 PM

Webinar: 
Understanding Different Retirement Strategies 

Thursday
Mar. 9th
6:15 PM

Client Event
Green Line NW, LLC Beaverton Office Conference Room

Monday
Mar. 13th
11:30
Client Event
Gray Gables Estate
3009 SE Chestnut St,
Portland, OR 97267
Monday
Mar. 13th
6:30 PM
Client Event
Ernesto’s Italian Restaurant

8544 SW Apple Way
Portland, OR 97225

Tuesday
Mar. 14th
6:15 PM

The Cove
5731 SE Columbia Way Vancouver, WA 98661

Tues. or Wed.
Mar. 21st or 22nd
6:15 PM

Client Event
4857 NW Lake Rd #200, Camas, WA 98607

Tuesday
Mar. 28th
6:30 P.M

Client Event
Milwaukie Community Center – Oregon Grape Room

Wednesday
Mar. 29th
2:00 PM OR 6:00 PM

Webinar: 
Understanding Different Retirement Strategies 

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