Concordia Neighborhood Association | Portland, Oregon

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Portland Financial Planning Day, Saturday, October 22, 2011

Posted on October 19, 2011 by Gordon Riggs Posted in Archive, Events

City of Portland, CASH Oregon, and the Financial Planning Association of Portland invite you to attend Portland Financial Planning Day on Saturday, October 22, 2011 from 10:00 am to 4:00 pm at the Portland Building where you’ll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached – volunteering financial planners will not pass out business cards, marketing materials or sell products or services.

You may seek information and advice on a wide range of topics, including:

GENERAL FINANCIAL PLANNING
Buying a Home – Debt Management
Building a College Fund – Savings Goals

SPECIAL CIRCUMSTANCES
Job Loss and Job Change – Foreclosure Assistance
Change in Marital Status

INVESTMENT PLANNING
Investment Strategies – Asset Accumulation
Generating Investment Income

RETIREMENT PLANNING
Building a Retirement Fund – 401(k) and 403(b) Plans
IRA Accounts – Social Security

INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions – Small Business Taxation

ESTATE PLANNING
Building an Inheritance – Wills and Trusts
Estate Tax Strategies

INSURANCE PLANNING
Life Insurance Coverage – Disability Insurance
Long-term Care Planning

EMPLOYEE BENEFITS
Managing Health Insurance – Health Savings Accounts
Pension Benefits

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Concordia Neighborhood Association will abstain from publishing anything that could be construed as libel.

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