Communities
PDX Lunch & Learn: Clear Investing in a Noisy World

Event Details

Date
Mar 20, 2019
Time
11:30 am to 1:00 pm
Location
Cushman & Wakefield
200 SW Market Street
Suite 200
Portland, OR 97201
Price

TAO Member: $10

Non-Member: $25

Map

Please check back for a new date for this event in 2019.

WHAT YOU WILL LEARN

We all live in a noisy, hectic, increasingly volatile world. If that’s not enough, individuals have increased responsibility for their own, and their families, financial well-being.

No longer do companies provide the safety net they once did, the workforce is more competitive than ever, and people are living long---a good thing---but a fact that puts more stress on your finances.

Cordant Wealth Partners and Technology Association of Oregon invite you to a Lunch & Learn on Wednesday, March 20th from 11:30 am - 1:00 pm to get clear on your financial goals and learn what financial information matters and what to ignore.

Participants will learn about Cordant's Clarity Experience™ process and walk away with a three-step system to:

Step 1: Define your goals.
Step 2: Identify potential areas to focus on in order to make progress towards your financial objectives.
Step 3: Know where to focus when investing in order to live with the volatility of the markets in today's world.

Enabling the participant to make better decisions and accelerate progress towards your goals.


PRESENTER

Isaac Presley
President and Director of Investments - Cordant Wealth Partners

He frequently writes and speaks on investing and industry topics and his work has been seen in Bloomberg, US News, Yahoo Finance, Business Insider, and Wealth Management magazine. In 2018, he was named a top 100 most influential advisors by Investopedia. Prior to joining Cordant, he worked in finance for two Fortune 500 companies.

He has a Bachelor’s in Finance from Oregon State University, his MBA from Portland State University and earned the Chartered Financial Analyst designation in 2011.

 

WHO SHOULD ATTEND
The conversation will be most relevant for individuals and business owners who would benefit from sorting through the noise and focusing on the key areas that will help them make smart financial decisions.

ABOUT CORDANT WEALTH PARTNERS
Cordant's mission is to create clarity for people to live their best lives by eliminating financial stress. Through their Cordant Clarity Experience, they help clients do three things: 1) Achieve CLARITY. With their help, clients get clear on their goals and one the same page with all key parties about them. 2) Help them make SMART DECISIONS about anything with a dollar sign. And, 3) GUIDING them towards goals. They know that life changes over time, and is there for clients, as a trusted advisor, helping them to live their best life.