Pre-Retirement Workshop and Brunch
Saturday June 21st, 8:45 am – 10:30am
Brunch Hosted by Katie Tickner and Tim Tank, Financial Advisors at Morgan Stanley, and Ryan Garcia, VP President, Goldman Sachs Asset Management
Monteaux’s Public House:
16165 SW Regatta Ln. #1000
Beaverton, OR 97006.
Agenda and Presenters:
The Pre-Retirement Workshop will cover the following topics:
- Estate Planning: How to take care of your Family, by John Boylston, Attorney at Myatt & Bell, P.C.
- Tax Planning, by Michael Johnson C.P.A, Bashar and Johnson, P.C.
- Planning for Incapacity: Protecting your Family, by Brittany Marks, Attorney at Myatt & Bell, P.C.
- The Changing Landscape of Retirement, by Ryan Garcia, Goldman Sachs Asset Management
- Health Care Cost Considerations and Planning, by Tim Tank, Morgan Stanley
The Event is Limited to 30 People.
Please RSVP to:
Tim Tank firstname.lastname@example.org, or
Katie Tickner email@example.com 503-221-7612
805 SW Broadway #2300, Portland Oregon 97205 Website: www.morganstanleyfa.com/tim.tank/