NAIFA Oregon
03/06/2026
Join us May 18–19, 2026 in Washington, D.C. for NAIFA’s Congressional Conference, the premier advocacy event for financial professionals. Members from all 50 states will come together at the Capital Hilton for two powerful days of training, policy briefings, and meetings on Capitol Hill.
Your voice matters. Your clients depend on strong representation. Be there. Register today.
https://hubs.ly/Q045S9Qw0
03/03/2026
We are just a week away from our "Comprehensive Estate Planning: Your Competitive Edge for 2026" webinar. Learn the latest insights on tax developments, trusts, inherited IRAs, and planning strategies for married and divorced clients. Strengthen your client relationships and position yourself as a trusted resource in a changing landscape. Register now!
https://hubs.ly/Q045pszV0
01/14/2026
The 2026 FSP Institute delivers advanced planning education across every stage of the client journey. From retirement income, Social Security, and housing wealth strategies to executive compensation, college planning, aging, and market outlooks, the agenda is designed to sharpen how you think and plan. Join us February 17 to 20 in Orlando for an immersive learning experience built for today’s complex planning environment.
https://hubs.ly/Q03-Qb6P0
12/04/2025
Roth IRAs can be powerful tools for tax efficient retirement planning. Join us on December 9 for a webinar featuring Jim Foster as he breaks down the future tax environment, advanced Roth conversion strategies, and why Roth assets matter for long term planning.
https://hubs.ly/Q03WTLtH0
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7420 SW Garden Home Road
Portland, OR
97223