Workshops are public events that benefit from active participation from each person in attendance. We look forward to your questions during the presentation. But if you have in-depth, personal, or confidential questions about your financial situation, we recommend that you schedule an individual appointment with one of our Member Advisors, Investment Advisors, or Financial Educators. 

We are happy to connect you with the right person to address your individual needs. Please email us, call us at (503) 785-2528 or (800) 547-5532, or come by any one of our branches for more information.