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Calendar of Events

 

Educational Events

If there are any events of interest to you, please reach out to Bill, Travis, Keith or Michael.


 

Women Helping Women Succeed

Thursday, April 6, 2017

1:00 – 6:00 pm

ROUNDHOUSE Conference Center
2600 Camino Ramon
San Ramon, CA 94583

See Photos of This Event:

 

 

Supported Community Events

We support many of the local events sponsored by the local chapters of NAIFA, FPA, and WIFS. We invite you to join us at any of their events and meet other professionals in the community!


 

NAIFA Portland/NW Oregon

Monthly Meetings are generally on the 1st Thursday of the month, offering association updates and Insurance CE. For a full schedule of events, please visit the local association’s website.

naifapdxnw.org

naifaoregon.org

 

FPA of Oregon & SW Washington

Monthly Meetings are generally on the 3rd Wednesday of the month, offering Insurance & CFP CE. For a full schedule of events, please visit the local chapter’s website.

  fpaor.org

 

WIFS Portland Metro

From Lunch & Learns, After Hours Mixers to the Annual Dinner, there are lots of opportunities to connect with local professionals such as Financial Advisors, CPAs, Attorneys, Trust Officers, Mortgage Professionals, Realtors, and many more! For a full schedule of events, please visit the local chapter’s website.

wifsportlandmetro.org