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?
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.
Wednesday, May 22nd
12 pm-1:30 pm
Lunch will be served
One SW Columbia Street
Portland, OR 97258
We will validate parking in our building or any parking lot in the area.
Sign Up for the Lunch and Learn