Northwest Quadrant Wealth Management
Financial Focus University Seminars

Dates and Topics:

Wills, Trusts and Estates – The Basics: How do I minimize taxes when I die?  What is the difference between a will and trust?  Do I need a will?  These are all questions that we will tackle in this important part of your financial plan.

January 14th
March 11th
May 6th


Creating an Income in Retirement: You have been saving for retirement for the last 30 years and now you want to retire.  How do you make that nest egg into a pay check?  Come find out how we recommend how to do this often looked over part of financial planning.

January 21st
March 18th
May 13th

 
Defensive Investing 101: Want to know how to plan on when can retire?  How do you create a portfolio to defend against bad markets?  What should you do now that the market is so beaten up?  Have you thought about health care costs, put together a budget or social security?  Come get your check list of all the things you need to consider in planning your retirement date.

January 28th
March 25th
May 20th

 

Time: 6:00pm to 7:00pm

Where: Northwest Quadrant Wealth Management Offices
869 NW Wall St; Suite #204; Bend, OR 97701

541-388-9888