Traveling is a well-shared goal we often hear when we work with clients on their financial plans. "I want to travel," however, is an incredibly broad statement that requires refining. Why do we struggle so much with quantifying this idea?

About Cate

Cate has been a member of the Virtuoso network since 2013, and like a skilled financial planner, she is dedicated to the idea that there is never a "one size fits all" plan.

Please join us for lunch and an interactive presentation with Cate where she will provide information on how your travel plan fits into your overall financial plan.

  • When

    Wednesday, May 22nd
    12 pm-1:30 pm
    Lunch will be served

  • Where

    Columbia Room
    4th Floor
    One SW Columbia Street
    Portland, OR 97258

  • Parking

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

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