Communities
PDX Lunch & Learn: How Much Is Enough?

Event Details

Date
Mar 20, 2019
Time
11:30 am to 1:00 pm
Location
Cordant Wealth Partners
1211 SW 5th Ave
Floor 3
Portland, OR 97204
Price

TAO Member: $10

Non-Member: $25

Map

WHAT YOU WILL LEARN

Business owners especially struggle with answering the question “how much is enough?” when it comes to financial planning. Predicting how much you'll need in retirement isn’t an exact science, but once you have clarity around this question you’re able to make better business and life decisions. 

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, what to ignore, and how much is truly enough.

Participants will walk through a real world example, a process to answer this question and have the chance to complete part of the work in a workshop style presentation.

The objective is for attendees to leave with a clear path on how they can answer this question for themselves and their family, make better decisions and accelerate progress towards their goals.


PRESENTERS

William Anfuso

William Anfuso
Founder - Cordant Wealth Partners

As Cordant’s Founder and CEO, William Anfuso provides the vision and passion for the organization to thrive – so that our team can seamlessly deliver investment, tax mitigation, income enhancing, and legacy planning services that align our clients’ financial direction with their vision for life.

When he’s not at work, you can find William supporting other ventures aimed at helping us all get more out of life, at the golf course, around the city sampling Portland’s food scene, and enjoying time with his wife and their two children.

  
Scott Malbasa, CFP®

Scott Malbasa, CFP, J.D.
Advisor - Cordant Wealth Partners

Scott is an Advisor at Cordant Wealth Partners. He contributes regularly to Cordant’s blog and routinely presents on topics related to financial planning. Scott is also the host of the “Your Best Financial Life” podcast, which seeks to answer questions around finances that most often give people anxiety.

In 2017, Scott earned the Certified Financial Planner designation. Prior to joining Cordant, Scott was a Criminal Defense Attorney in Cleveland, Ohio. He has a Bachelor’s degree in English from Loyola Marymount University and Juris Doctorate from Case Western Reserve University. He is an inactive member of both the Ohio and Oregon Bar Associations.

 

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.