Lunch & Learn: Financial Education for Dentists
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Lunch & Learn: Financial Education for Dentists

Join financial advisors & an attorney to learn about financial well- being, asset protection, retirement planning, employment law & more!

By Portland Financial Group

Date and time

Wednesday, May 7 · 12 - 1pm PDT

Location

OHSU School of Dentistry (Room 3A)

2730 South Moody Avenue Portland, OR 97201

About this event

  • Event lasts 1 hour

Portland Financial Group: Ed Lebold & Morgan Sund

  • Financial well- being: day to day/month to month finances, savings, track/meeting financial goals, debt management
  • Retirement savings: start saving now/time value of money
  • Asset Protection: what the bank requires vs. what you need for yourself.

Saalfeld Griggs: Eric Tweed

  • Employment law
  • Review of contract offers

Ed Lebold and Morgan Sund are registered representatives of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ 5885 Meadows Rd #850, Lake Oswego, OR 97035 (503) 221-1211. Portland Financial Group and Eric Tweed, attorney from Saalfeld Griggs PC are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Ed Lebold CA Insurance License #OC97700. Morgan Sund CA Insurance License #0I74548. CRN202604-4231602

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