Join us for an informative and engaging evening focused on smart year-end strategies to help reduce taxes and strengthen your financial plan. Hosted by Craig Lewelling, with special guest speaker Kevin McCullough, CFA from Natixis Investment Managers, this workshop is designed to provide valuable insights as we wrap up 2025 and look ahead to the new year.

Whether you're a seasoned investor or just beginning your financial journey, this event offers practical guidance and expert perspectives to help you make confident decisions.

Bring a friend!
This event is exclusively for our clients and their guests.

Dinner will be provided for this event. Seating is limited — RSVP by November 10th
If the event is full, please call (503) 286-3549 to be added to the waiting list.