Wednesday Jun 17, 2020
6:30 PM - 9:00 PM PDT
Von Borstel and Associates
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Your instructors will provide objective answers to these and any other questions or concerns you have regarding Social Security benefits, retirement, and wealth transfer issues.
The session is most helpful for those who are contemplating or close to retirement.
This seminar is presented by financial services professionals. They not only draw upon real-life experiences with numerous clients, they are also licensed in the areas of investment securities and insurance. Your instructors are Wayne von Borstel, CFP®, MSFS, ChFC®, CLU®, and Craig Smith, CFP®, CFA®, ChFC®, CLU®.
This additional service is designed for people with a minimum of $500,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow. If eligible, you have the option of scheduling a Social Security or retirement planning consultation with the instructor at the end of the seminar. We will provide you with additional information on how to prepare for this session in advance of your scheduled appointment. This meeting is your opportunity to analyze your financial situation, help develop your financial plan, maximize your Social Security and have your questions answered.
Printed courtesy of www.greshamchamber.org/ – Contact the Gresham Area Chamber of Commerce and Visitors Center for more information.
1005 N Main Avenue, Gresham, OR 97030 – (503) 665-1131 – gacc@greshamchamber.org