Events

Free Webinar

Evolution of Investing
Thursday, August 17th
6:30 PM – 7:30 PM

Register Now, Click Here!

 

Free Webinar

Family Legacy: Planning and Providing for Your Legacy
Thursday, September 21st
6:30 PM – 7:30 PM

Register Now, Click Here!

 
Classroom Seminar
 

Social Security Strategies Seminar

Get answers to critical questions about your social security benefits, retirement income, and financial planning issues. Learn:

  • What factors play a role in Social Security decisions
  • What are the common mistakes many retirees make
  • How to determine your Social Security break-even point
  • When to take Social Security benefits
  • How best to integrate Social Security benefits into a sound financial plan
  • How to coordinate regular and spousal Social Security
  • What the Social Security Benefits Calculator doesn’t tell you and more…

Saturday September 9th, 10:00 am – 12:30 pm
Courtyard Marriott, 9300 SE Sunnybrook Blvd., Clackamas, OR 97015
REGISTER: Visit www.yourchamber.com or Call (503) 654-7777

 

Wednesday, September 13th 6:15 pm – 8:45 pm
Courtyard Marriott, 9300 SE Sunnybrook Blvd., Clackamas, OR 97015
REGISTER: Visit www.yourchamber.com or Call (503) 654-7777

 

Saturday September 16th 10:00 am – 12:30 pm – Room TBA
Mt. Hood Community College, 26000 SE Stark St., Gresham, OR 97030
REGISTER: Visit
 www.greshamchamber.org/pages/seminars or Call (503) 665-1131

 

Wednesday September 20th – 6:15 pm – 8:45 pm – Room TBA
Mt. Hood Community College, 26000 SE Stark St., Gresham, OR 97030
REGISTER: Visit www.greshamchamber.org/pages/seminars or Call (503) 665-1131

 

Classroom Seminar
 

Retirement Strategies Seminar

Investing a few hours of your time at this seminar can pay off immediately. Gain confidence in your financial decision-making ability so that later on you may be better prepared to face the challenges and enjoy the rewards that retirement can bring. This seminar may help you answer these questions:

  • How can I plan for a comfortable retirement?
  • Can I retire early?
  • How can I manage my tax liability?
  • Are there ways to potentially reduce my exposure to financial risk?
  • How can I provide for my heirs?

This course will be relevant if you are nearing retirement, already retired, or just beginning to develop your retirement plan.

Retirement Strategies – Wednesday, October 11 – 6:15 pm – 8:45 pm
Courtyard Marriott, 9300 SE Sunnybrook Blvd., Clackamas, OR 97015
REGISTER: Visit www.yourchamber.com or Call (503) 654-7777

Retirement Strategies – Saturday, October 21 – 10:00 am – 12:30 pm
Courtyard Marriott, 9300 SE Sunnybrook Blvd., Clackamas, OR 97015
REGISTER: Visit www.yourchamber.com or Call (503) 654-7777

Retirement Strategies – Wednesday, Oct 18 – 6:15 pm – 8:45 pm, Room TBA
Mt. Hood Community College, 26000 SE Stark St., Gresham, OR 97030
REGISTER: Visit www.greshamchamber.org/pages/seminars or Call (503) 665-1131

Retirement Strategies – Tuesday, Oct 24 – 6:15 pm – 8:45 pm Room TBA
Mt. Hood Community College, 26000 SE Stark St., Gresham, OR 97030
REGISTER: Visit www.greshamchamber.org/pages/seminars or Call (503) 665-1131

 

Quarterly Meeting

2017 Quarterly Investor Meeting

Join us once a quarter for an evening of valuable insights, engaging guest speakers, and fun! Save the date for these upcoming Quarterly Investor Meetings in 2017!

Sheraton Portland Airport Hotel
8235 NE Airport Way

Saturday Brunch, October 14 – 9:00 am -Registration

Register Now, Click Here!

 

Classroom Seminar

Separating Myths from Truth

This two hour session introduces you to the most common myths that have prevented so many from reaching their financial goals. Learn how Free Market Portfolio Theory, an investment approach firmly grounded in 50 years of academic research, can help you to become a more successful investor. This is an invitation only session, reserved exclusively for new friends of von Borstel & Associates.

Tuesday, September 5th

Tuesday, October 3rd

Wednesday, November 29th

Register Now, Click Here!