We believe an educated client is our best client! This event is for our clients and their guests.
Please join us for this informative event as we discuss timely and practical wealth management strategies for 2024, including proactive tax planning strategies.
Seating is limited and dinner is included.
- Tuesday, February 27th
- 6:30pm PT
- Presented By: Craig Lewelling, CEO - U.S. Investors International and Miran Milovanovic, Regional VP - Allianz Life
- Location: The Aerie at Eagle Landing
10220 SE Causey Ave.
Happy Valley, OR 97086
- RSVP by February 20th and with your dinner option from the menu below:
This workshop is for informational purposes only. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.
Miran Milovanovic, Alllianz Life and US Investors International are unaffiliated parties and separate entities from LPL Financial.
Date and Time
Tue, Feb 27, 2024
6:30p - 7:30p PST