Lunch and Learn Event

Financial planning has become a common term in the financial industry but many people are not sure what the financial planning process entails or the value it could provide them. In this lunch-and-learn, we will get to the heart of what financial planning is and how you can benefit from it.
This event will be presented by Vision Capital's CERTIFIED FINANCIAL PLANNERS® ; Sarah Quist, Courtney Mersereau, and Heidi Jeromanovs.
  • When

    September 27th 12pm-1:30pm
    Lunch will be served

  • Where

    Vision Capital Management
    One SW Columbia Suite 915
    Portland, OR 97258

  • Parking

    We will validate parking in our building or any parking lot in the area.

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