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News / Events

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Retirement Planning Event in Portland

Join us Wednesday, March 27, at the Lucky Labrador Beer Hall to learn more about how retirement planning is changing and tips on developing your plans.

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The Changes Affecting Your 2019 Tax Return

The Tax Cuts and Jobs Act of 2017 goes into effect this year. What are the biggest changes and what do they mean for you and your expected return?

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Investment Seminar in Bend, March 28

Join us at Baltazar's Seafood Restaurant to learn more about common barriers to investment success (and how to overcome them).

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