Events
July 25, 2019
12:00p - 1:30p
Moose Sisters
Social Security and Estate Planning 101
Learn about social security filing rules and estate planning strategies to help make decisions that best fit with your overall goals. Lunch will be provided. RSVP today and save your spot.
July 31, 2019
12:00p - 1:00p
Tallus Capital Management
Social Security: The Seven Keys
Learn about seven key strategies for enhancing your social security benefits so you can make choices that best fit with your overall retirement income plan. RSVP today and save your spot.
August 16, 2019
1:00p - 6:00p
Tallus Capital - Oregon City Office
Client Appreciation BBQ
We'd like to thank our amazing clients. Please join us at our Oregon City office for an afternoon of Texas BBQ. Clients, family, and friends are welcome!