Seminars and events

  • Some of our past events have included:

"Wine and Wisdom," A fun evening of wine, hors d'ouerves and economic discussion, Eagle Crest 

"Mid Market Review," Janet Engels, Director of Private Client Research, at Broken Top Clubhouse.

"Market Outlook: What Lies Ahead for Investors," Alan Robinson, Equity Analyst, Private Client Group.

"Annuity Basics," Rick Kuehn, Vice President Prudential, Broken Top Clubhouse

If you would like to attend any of our future events, please contact us at 541-312-6520 or email