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Investment Fundamentals

Investment Fundamentals

Reserve tickets here!

Transform your basic investing skills into confidence when you attend our educational workshop. Join presenter Jason Gong of Lifelong Wealth Management Group for this FREE seminar.

 

We will focus on:

  • Tips that could give you an edge amongst the average investor
  • Developing a financial strategy that works for you
  • Strategies that could help you financially engineer your money to work smarter and harder for you
  • Learn how to limit some of your investment exposure to risk
  • How to help your money accumulate with tax-advantaged accounts

… And more!

 

Attendees will also receive a workbook that will be an aid to assessing your current situation and making sound investment decisions for your future. At the end of the hour long presentation, you will also be able to schedule a complimentary consultation.

 

Wine and hors d’oeuvre will be provided.

 

**Seating is limited.**

About Our Financial Planners

As financial planning experts in Portland Oregon, we offer a unique approach to develop a comprehensive financial plan that fits your unique situation.

Portland Oregon Office

5 Centerpointe Drive, Suite 400
Lake Oswego, OR 97035

(503) 747-6534
(503) 214-6534

 

Palm Spring Office

777 E. Tahquitz Canyon Way, Suite 200-105
Palm Springs, CA 92262

(760) 606-0087
(760) 606-0084

 

Roseville Office

3017 Douglas Blvd., Suite 300
Roseville, CA 95661

(916) 546-8598