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:
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Thursday, January 21st, 2010
Topic: New Rules: 2010 Roth Conversion Opportunities
Topic: 2009 Annual Market Update
6:00 to 7:30 pm
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Thursday, April 22nd, 2010
Topic: Estate Planning: Wills and Trusts
Topic: Quarter 1 Market Update
6:00 to 7:30 pm
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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
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Thursday, October 21st, 2010
Topic: Managing Risk
Topic: Quarter 3 Market Update
6:00 to 7:30 pm
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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:
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Thursday, January 22nd, 2009
Annuities In Today's Market
6:00 to 7:30 pm
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Thursday, April 23rd, 2009
A Historical Perspective on Bear Market Endings and Bull Market Beginnings.
6:00 to 7:30pm
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Thursday, July 23rd, 2009
An In Depth Discussion with the Social Security Administration.
6:00 to 7:30pm
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Thursday, October 22nd, 2009
How Has Today’s Economy Affected Your Life Insurance?
6:00 to 7:30pm
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