Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, click on them to get more information and to register.

Annual Food Drive Ends May 6th

“In Oregon, 407,840 people are facing hunger - and of them 114,460 are children.“ - Oregon Food Bank 2023

Learn more

6th Annual Shred Event

Our 6th annual shred event will be on Saturday, May 6th from 9am-1pm or until the truck fills up (whichever occurs first). We will have doughnuts, milk, hot chocolate, and coffee. Please RSVP by calling 503-666-7909 or through the contact form available on our website.