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


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.
Nov. 9th or 10th
6:15 PM

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

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

McCormick & Schmick’s
17015 SW 72nd Avenue
Tigard, OR 97224

Tues. or Wed.
Nov. 29th or 30th
6:15 PM

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

Dec. 1st
6:00 PM

Understanding Different Retirement Strategies 

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