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Upcoming Financial Seminars

Frazier Hunnicutt Financial seminars are open to the public. To attend, please RSVP to Rebecca Magby: 503-241-5151 or rebecca.magby@frazierhunnicutt.com.

TIMELY TOPICS - INVESTOR EDUCATION SERIES

A Quarterly Market Update & Financial Concepts Event

Timely Topics events are held at The University Club, 1225 SW Sixth Avenue in Portland, Oregon.

2010 Schedule:

  • Thursday, January 21st, 2010
    Topic: New Rules: 2010 Roth Conversion Opportunities
    Topic: 2009 Annual Market Update
    6:00 to 7:30 pm

  • Thursday, April 22nd, 2010
    Topic: Estate Planning: Wills and Trusts
    Topic: Quarter 1 Market Update
    6:00 to 7:30 pm

  • Thursday, July 22nd, 2010
    Topic: Investing For Our Children: A look at 529 Plans, Wealth Transfers and Gifting Strategies
    Topic: Quarter 2 Market Update
    6:00 to 7:30 pm

  • Thursday, October 21st, 2010
    Topic: Managing Risk
    Topic: Quarter 3 Market Update

    6:00 to 7:30 pm

  • Thursday, January 20th, 2011
    Topic: Tax Code Updates and the 2011 Tax Year
    Topic: 2010 Annual Market Update
    6:00 to 7:30 pm

2009 Schedule:
  • Thursday, January 22nd, 2009
    Annuities In Today's Market
    6:00 to 7:30 pm

  • Thursday, April 23rd, 2009
    A Historical Perspective on Bear Market Endings and Bull Market Beginnings.
    6:00 to 7:30pm

  • Thursday, July 23rd, 2009
    An In Depth Discussion with the Social Security Administration.
    6:00 to 7:30pm

  • Thursday, October 22nd, 2009
    How Has Today’s Economy Affected Your Life Insurance?
    6:00 to 7:30pm

 
 
 
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