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.
September 27th 12pm-1:30pm
Lunch will be served
Vision Capital Management
One SW Columbia Suite 915
Portland, OR 97258
We will validate parking in our building or any parking lot in the area.
Sign Up for the Lunch and Learn