Events & Presentations

Our work is the presentation of our capabilities. - Edward Gibbon
Events & Presentations

Financial literacy is absolutely vital in today’s day in age. The truth is that there is no wealth without knowledge, and nothing more expensive than ignorance.

Lifelong Wealth Management believes in educating people on various topics surrounding the subject of finance. Taxes, retirement, credit, and college savings are just a small portion of the genres we excel in and would love to present.

Our Next Event: Pending

If you are a group or business interested in setting up a presentation, please contact us. Thank you and we look forward to sharing with you.

About Our Financial Planners

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

Lake Oswego 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