Broker Check
18 May
Long-term Care and Estate Planning Workshop

Description

Is your estate property protected?  Do you have a will or trust?  Are your wealth and health scheduled to be handled according to your wishes?

Please join us for this educational workshop to review the steps you can take to establish or update your estate plan properly.

Guest Speaker: Tim J. Nein- Lincoln Financial Distributors


Event Details:

Food and Drinks Provided

Date: Saturday, May 18th, 2024

Time: 12:00pm

Location: The Bing Room

12665 SW 69th Ave.

Portland, OR 97223

Please RSVP by 5/10/2024

You may call 503-286-3549 or RSVP through this page.

About the Guest Speaker:

Tim joined the Lincoln Financial MoneyGuard team in October 2013 and has 20+ years of experience in the financial services industry.


In his current capacity as MoneyGuard External Wholesaler in SW Washington, Oregon, Wyoming, and Montana, Tim helps financial advisors create strategies to reduce the impact of long-term care expenses on client assets.


Prior to this position, Tim served as RVP for Genworth Financial building lasting relationships with Advisors at 6 focus firms: Morgan Stanley, UBS, Merrill Lynch, RBC, Edward Jones, and Ameriprise. Tim holds FINRA Series 6 and 63 registrations and state life and health licenses.


Tim lives in Vancouver, Washington with his wife Kandi (celebrating 30 years!) and Charlee their miniature golden doodle. They have 3 grown kids and have 1 new granddaughter. In his free time, Tim enjoys holding his granddaughter, playing with his dog Charlee, serving in various ministries, helping others, woodworking, gardening, fishing, hiking, and anything outdoors.

Date and Time

Sat, May 18, 2024

12:00p - 12:30p PST

Location

The Bing Room

12665 SW 69th Ave
Suite 100
Portland, OR 97223
View on Map
PT30M

Event Registration


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