Events

The Cost of Care in Retirement: Understanding Long Term Care

With Americans living longer than ever, most of us will need some extra help with everyday activities as we age. The benefits of long-term care insurance go beyond what your health insurance may cover...

Preparing for Retirement with TRS /SERS in Washington Seminar

Please join us for a TRS / SERS retirement seminar on Tuesday, March 10th at 5:30pm PST on Zoom!  If you are a public employee, and are within 5 years of retirement, this a webinar you won't want to miss!

PERS Planning Seminar on ZOOM!

We would like to host a PERS planning seminar for you on Tuesday, February 24th at 4:30pm PST.

Virtual Long Term Care Planning Webinar

Join us for a virtual LTC planning webinar on Wednesday, February 4th, 2026 at 5pm PST, as our colleague Jon Allen with Vanbridge explains what you need to know about the subject and how we can all help.

From 2025 wins to 2026 opportunities: Insights from Russell Investments

We are excited to invite you to a special presentation featuring Mark Eibel, Director of Client Investment Strategies at Russell Investments. This is your opportunity to gain valuable insights into 2025 market performance and hear expert perspectives on what lies ahead in 2026.

8,000 Days Webinar

Join us for a fun and eye-opening webinar where we’ll explore how retirement has evolved from a brief “golden years” phase into a full-fledged life stage—one that could last 20+ years and include everything from encore careers to big lifestyle decisions.

PERS Planning Seminar on ZOOM!

We would like to host a PERS planning seminar for you on Tuesday, October 14th at 5pm PST.

Mid-Year Market Update Q&A with JP Morgan Asset Management and Symetra

After an interesting start to 2025, many of us are wondering what the investment markets have in store for the remainder of the year. To help you formulate your strategies, please join us for an informative Q & A session..

Medicare: Knowing the Right Choice

Join us on June 10th at 5:30pm PST as we take a deeper dive into steps that you need to take to include health care costs into your overall retirement plan and explore the options available to you, including Medicare and Long-Term Care.

Social Security 101: Making The Right Choice

The choice of when to take your Social Security benefits is an important decision and involves a number of issues you may want to consider in retirement planning. This Webinar will be primarily focused on how we can optimize our Social Security benefits and get the most out of the system. 

Preparing for Retirement with TRS /SERS in Washington

Please join us for a TRS / SERS retirement webinar done on Zoom! If you are a public employee, and are within 5 years of retirement, this a webinar you won't want to miss!

PERS Planning Seminar on ZOOM!

We would like to host a PERS planning seminar for you on Tuesday, April 1st at 4pm PST.

The Cost Of Care In Retirement: Understanding Long Term Care

With Americans living longer than ever, most of us will need some extra help with everyday activities as we age. The benefits of long-term care insurance go beyond what your health insurance may cover by reimbursing you for services needed to help you maintain your lifestyle if age, injury, illness, or a cognitive impairment makes it challenging for you to take care of yourself.

Three Investment Themes for 2025

As we leave 2024 behind, many of us are wondering what the investment markets have in store for 2025. To help you formulate your strategies, please join us for an important discussion on our outlook for 2025.

Retire on Purpose: Living the life you want

When we hear the term "retirement planning," many of us make the mental leap directly to financial planning. But it's just as important - perhaps even more important - to make a plan for your life in retirement...

PERS Webinar on November 18th, 10:00pm on Zoom

Virtual PERS Retirement Planning Webinar including current and future legislative impacts on your decision to retire.

PERS Seminar on November 18th, 3:00pm at Coffee Creek Correctional Facility

PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Health Care: Plan for Costs in Retirement Webinar

Join us on November 12th at 5:30pm PST as we take a deeper dive into steps that you need to take to include health care costs into your overall retirement plan and explore the options available to you, including Medicare and Long-Term Care

PERS Planning Seminar on ZOOM!

We would like to host a PERS planning seminar for you on Monday, November 11th at 4pm PST.

Markets & Election Cycles Webinar

As we gear up for election season, the air is buzzing with anticipation. But what does all this political activity mean for your investments? We’re here to break it down and make sense of the potential market moves...

Guide to the Markets with JP Morgan Asset Management

After an interesting start to 2024, many of us are wondering what the investment markets have in store for the remainder of 2024...

CyberSecurity: Safeguard Your Wealth & Family

We've always prioritized safeguarding our homes, wealth, and family. But in today's digital age, the threat of cybercrime is more prevalent than ever. Join me on June 12th at 12:30pm for an exclusive webinar where we'll delve into the latest strategies to fortify your defenses in the online world...

The cost of care in retirement: Understanding Long Term Care

With Americans living longer than ever, most of us will need some extra help with everyday activities as we age. The benefits of long-term care insurance go beyond what your health insurance may cover by reimbursing you for services needed to help you maintain your lifestyle if age, injury, illness, or a cognitive impairment makes it challenging for you to take care of yourself...

Social Security: Seven keys to enhancing benefits

The ART of Creating a Retirement Income Plan

Does the thought of running out of money during retirement keep you up at night? It should...

Virtual PERS Retirement Planning Seminar on ZOOM

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Virtual Long Term Care Planning Webinar

Join us for a virtual LTC planning webinar as our colleague Jon Allen with Vanbridge explains what you need to know about the subject and how we can all help.

2023 Market Review with Fidelity Investments

2023 market review with Fidelity Investments: Economic developments, world events, and other market influences with Kevin McPherson, Regional Director at Fidelity Investment Asset Management.

Financial Planning 101

Logan Hagen Invites Oregon Department of Corrections to our Financial Planning 101 webinar where we will review topics such as types of investment vehicles, the power of compounding interest, and the importance of having a plan

Third Quarter Market Update with Russell Investments

Third Quarter Market Update with Russell Investments Interest rates, inflation, the Fed, debt ceiling, soft landings, covid, elections, foreign policy, and striking unions to name just a few things.

IN THE ROOM With Dr. Jeremy Siegel

Don’t miss this exclusive, insightful conversation with one of the most sought-after thinkers on the economy and markets today. Professor Jeremy Siegel will join Cetera’s Chief Investment Officer, Gene Goldman, for a data-rich examination of today’s challenging economic environment, the Fed’s recent policy decisions, and the role AI will play in tomorrow’s economy.

Virtual Long Term Care Planning Webinar

Join us for a virtual LTC planning webinar as our colleague Jon Allen with Vanbridge explains what you need to know about the subject and how we can all help.

PERS Seminar SEPTEMBER 26th 3:00 PM *URGENT LEGISLATIVE UPDATES* At Coffee Creek

PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

PERS Seminar SEPTEMBER 19th 10:30 PM *URGENT LEGISLATIVE UPDATES* on Teams

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Understanding Medicare: The ins & outs of Medicare coverage.

Making sense of all the Medicare enrollment periods, rules, and plan options can be overwhelming. Understanding Medicare prior to your enrollment is crucial to finding the right plan and avoiding lifelong penalties. By doing your research ahead of time, you will enjoy the benefits of being in the right plan for you, penalty-free, throughout retirement.

Second Quarter Market Update with Fidelity Investments

Second Quarter Market Update with Fidelity Investments: After an interesting start to 2023, many of us are wondering what the investment markets have in store for the remainder of 2023. To help you formulate your strategies, please join us for an important discussion on our outlook for the remainder of 2023.  In this focused and engaging call, we will examine the important financial factors at play, including economic developments, world events, and other market influences. You will come away with insights and ideas to help you plan for the next 6-12 months. This webinar event features Kevin McPherson, Regional Director at Fidelity Investments Asset Management. I look forward to having you join us on July 25th at 5:30pm PST.  Please feel free to forward this email to anyone you feel would benefit from this information or would like an introduction to Cetera!

Understanding & Optimizing Social Security Benefits

The choice of when to take your Social Security benefits is an important decision and involves several issues you may want to consider in retirement planning. Even though Social Security has been around since the 1930's, there is still quite a bit about the program that many people misunderstand. That is why this presentation will be primarily focused on how we can optimize our Social Security benefits and get the most out of the system.

Retire on Purpose: Living the life you want

Join me for our May 23rd webinar, where you'll hear from some of the nation's foremost experts on the importance of creating a satisfying, purpose-driven life - and how a sense of purpose can actually help you live longer, healthier, and happier. You'll come away with the tools to help put this life within your reach, so you can begin reconciling your desires with your financial priorities.

PERS Seminar MAY 16th 5 PM *URGENT LEGISLATIVE UPDATES* on zoom

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Guide to the Markets with JP Morgan Asset Management

April market update and 2023 Outlook.

Virtual PERS Retirement Planning Seminar on ZOOM

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

A Fresh Perspective on the Markets in 2023

Virtual Long Term Care Planning Webinar

Join us for a virtual LTC planning webinar as our colleague Jon Allen with Vanbridge explains what you need to know about the subject and how we can all help.

Virtual PERS OSPRP ONLY Retirement Planning Seminar

Virtual PERS OSPRP ONLY Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Virtual PERS Retirement Planning Seminar

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Virtual Long Term Care Planning Webinar

Join us for a virtual LTC planning webinar as our colleague Jon Allen with Vanbridge explains what you need to know about the subject and how we can all help.

GRAND OPENING EVENT FOR THE NEW OFFICE

Come join us for some beer, wine, appetizers and prizes to celebrate the opening of our new office!!!

Virtual Long Term Care Planning Webinar

Join us for a virtual LTC planning webinar as our colleague Jon Allen with Vanbridge explains what you need to know about the subject and how we can all help.

Family Love Letter Webinar on Zoom

It's not easy to plan for the possibility of debilitating illness or death. But by thinking about your desires, making good plans, sharing them with your loved ones, and reviewing and updating them each year, you can take comfort in the fact that your family will be provided for as well as possible.

Virtual PERS Retirement Planning Seminar

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire with a brief talk on Social Security and Medicare benefits.

Virtual Long Term Care Planning Webinar

Join us for a virtual LTC planning webinar as our colleague Jon Allen with Vanbridge explains what you need to know about the subject and how we can all help.

Virtual PERS Retirement Planning Seminar

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire with a brief talk on Social Security and Medicare benefits.

Virtual Webinar for 401k/457 Pre Retirement Solutions

Do you have a 401k with a private firm? Oregon Savings Growth Plan where you are stuck with their minimal investment options? Join us to learn about the self directed investment plans in your current working 401k or 457 plan and how we can help manage those within the existing plan and open up your options to hundreds of portfolios. We have access now to over 100,000 eligible plans across the United States to work with. Is one of those yours and are you on track to retire?

Virtual Long Term Care Planning Webinar

Join us for a virtual LTC planning webinar as our colleague Jon Allen with Vanbridge explains what you need to know about the subject and how we can all help.

Virtual PERS Retirement Planning Seminar

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire with a brief talk on Social Security and Medicare benefits.

Virtual Retirement Planning Seminar

How do I get started investing and what are all of my options with Umatilla School District?

Virtual PERS Retirement Planning Seminar UMATILLA SD

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire with a brief talk on Social Security and Medicare benefits.

Virtual PERS Retirement Planning Seminar **VACCINE Q'S**

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire with a brief talk on Social Security and Medicare benefits. We will also update on what are the penalties if I retire and/or lose my job October 18th.

Virtual PERS Retirement Planning Seminar **VACCINE Q'S**

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire with a brief talk on Social Security and Medicare benefits. We will also update on what are the penalties if I retire and/or lose my job October 18th.

Virtual PERS Retirement Planning Seminar

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire with a brief talk on Social Security and Medicare benefits.

Virtual PERS Retirement Planning Seminar

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire with a brief talk on Social Security and Medicare benefits.

Virtual PERS Retirement Planning Seminar

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Virtual PERS Retirement Planning Seminar

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Virtual PERS Retirement Planning Seminar (copy)

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Virtual PERS Retirement Planning Seminar

Virtual PERS Retirement Planning Seminar including current and future legislative impacts on your decision to retire.

Virtual PERS Retirement Planning Seminar

How will new legislation affect your PERS and IAP retirement?