Upcoming Events
Date || Coming Soon!
Our Next Event is On Its Way!
We’re always planning our next big thing, and we encourage you to check back in as we hammer out the details and choose the date for our next great event.
Archived Events
Date || January 28th, 6 pm
Epiphany Celebration
Celebrating the New Year & A Classic Catholic Holiday
Wishing the holiday season lasted a little longer?
Join us for fun games, holiday food, drinks, and homemade Gallete de Rois, also known as King’s Cake. Enjoy the holidays for one more day and celebrate the Epiphany with us!
We welcome all friends and family, so please feel free to bring guests!
Date || December 4th, 5 pm
Open House
Celebrating the Festival of Lights
We welcome all friends and family, so please feel free to bring guests!
Date || October 23rd, 2019, 6 pm
Medicare & Social Security Seminar
What you should know about your retirement
INTENDED AUDIENCE: Individuals anticipating retirement within the next 10 years.
DESCRIPTION: Join us for a lovely Italian dinner and hear from our speakers on the latest updates and need-to-know regarding Medicare and Social Security in 2019.
Date || October 24th, 2019, 8 am
401k Breakfast Seminar
The state of affairs for 401k planning in 2019
INTENDED AUDIENCE: Representatives of companies, institutions, and organizations with 401k retirement benefits
DESCRIPTION: Join us for a continental breakfast and gain in-depth look at the state of the 401k in 2019, delivered by our guest speaker from Fidelity Institutional Asset Management, a leading voice in the investing world.
Find out how we can make a difference
in your financial life
Find out how we can make a difference
in your financial life
Visit Our Offices
office location
Suite 200
Tigard, OR 97223
Phone
(971) 340-4832