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March 2013 AAII Meeting: Essentials to remember when “Family Financial Planning”

AAII Portland Chapter

Tuesday, March 19, 2013 from 5:45 PM to 9:00 PM (PDT)

Portland, OR

Ticket Information

Ticket Type Remaining Sales End Price Fee Quantity
Pre-Registration   more info 120 Tickets Ended $15.00 $0.00
Pre-Registration & DVD   more info 14 Tickets Ended $20.00 $0.00

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Event Details

When:  Tuesday, March 19, 2013

WhereSheraton Portland Airport Hotel, 8235 NE Airport Way, Portland, OR 

Driving Directions:  The Sheraton is directly north of the Embassy Suites (our previous location).  If coming from the south on NE 82nd Ave, turn left on Airport Way and then first right onto Frontage Road.

If coming from I-205 on Airport Way (going toward the airport terminal), turn right onto Frontage Road just 50 feet before crossing NE 82nd Ave.

Registration:  5:45 - 6:10 pm

Schedule

  6:10 pm to 7:00 pm - Discussion group (topic to be announced)

  7:00 pm to 7:30 pm - Chapter Business and Coffee Break

  7:30 pm to 9:00 pm - Program

Fees -

In Advance (by 3/17/2013) Everyone, $15/person

   Pay in advance via on-line registration or by mail.

   If you prefer to register and pay via mail, please send your completed registration and payment to:

     AAII Portland Chapter
     c/o Janice Walters
     PO Box 7115
     Beaverton, OR 97007

At the Door (space permitting), Everyone, $20/person

DVDs are available.  Please contact Janice Walters at jwalters01@comcast.net to place order.


ATTEND THIS MEETING AND LEARN

  1) How to develop a truly comprehensive financial plan

  2) What should be included in your financial plan.

  3) What funds do you need and when do you need them.


REASONS TO ATTEND

1)  Learn What the people you love need to know when you die.

2)  How to invest using a "Road Map"

3)  How To Achieve Peace of Mind for the whole family


If you are the money expert of the family, what will your family do if you were to die first?  The best “I Love You Document” is a detailed financial plan so your survivors can know what and why you did what you did.

 

It Doesnt Have To Cost An Arm and A Leg!

 

PRESENTED BY: 

Richard "Dick" Akins

CLU®, ChFC®, CFP®, CPCU®, CMFC®,

LPL Financial Planner


Richard "Dick" Akins began his financial planning career 45 years ago. His career has included senior corporate positions in Consulting, Sales and Marketing in the Financial Services Industry.

 

Dick has trained financial advisors across the country from Banger, Maine to Irvine, California. Currently He is an independent financial planner and investment advisor with LPL Financial.

 

For more information:

Please contact Janice Walters, at jwalters01@comcast.net  

Have questions about March 2013 AAII Meeting: Essentials to remember when “Family Financial Planning”? Contact AAII Portland Chapter

When & Where


Sheraton Portland Airport Hotel
8235 NE Aiport Way
Portland, OR 97220

Tuesday, March 19, 2013 from 5:45 PM to 9:00 PM (PDT)


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