Broker Check


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!

Event Registration

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