Specializing in financial and tax planning, risk and portfolio management.
Part of Cascade Investment Group’s Financial Education Series
Our lunch and learn presentations return this fall with the topic of preparing for uncertainty. “Be prepared” is more than a Boy Scout motto or song from The Lion King. It’s sound advice for long-term investors trying to put market fluctuations into perspective and staying the course to pursue their financial goals. Join us for an interesting and timely presentation by Capital Group’s Roger Bianco. Get a better understanding of how markets work, how you can work with us and how to prepare yourself and your portfolio for future uncertainty.
Registration is required as seating is limited. A complimentary lunch will be served. Coquette’s is a gluten-free restaurant. Vegetarian or vegan options require 48 hours notice. Register today!
Contact Scott Rethi with Cascade Investment Group, Inc. with any questions:
Our sponsor for this client education event is Capital Group (American Funds). They are one of several financial services companies whose products we use.
Questions? Contact Us