Educational Programs

You are welcome to join us for seminars addressing current financial topics designed to assist you in protecting your assets. Professionals from the Portland area lead our seminars on topics such as estate planning, the probate process, revocable trusts, identity theft, income tax law updates, and investment management strategies. All seminars are entirely educational in nature. Speakers may not solicit sales of products or services. Our newsletter, “The Foundation Focus,” is published quarterly. It offers information on financial topics and provides updates on the Foundation’s activities.