An Invitation From Silver Oak Advisory Group
October 1, 2008
Dear Clients,
Politics, economics and global events are creating more uncertainty than usual right now. Uncertainty can produce anxiety, doubt, and sometimes, fear. Quite often, this is a time when you may have questions about your portfolio.
We at Silver Oak are here to help you through these trying times. We have scheduled three special client forums for next week and invite you to attend one at your convenience. There will be a mini-presentation and then open Q&A session, and they will be held in our office.
- Tuesday, October 7 11 am to 12:30 pm
- Wednesday, October 8 4:30 pm to 6 pm
- Saturday, October 11 9:30 am to 11 am
Please RSVP to Jessi at 503-242-1715, as space is limited to 15 per session. We will add more dates and times if needed. Sorry, we cannot accommodate non-clients at these forums (but see P.S.).
Deborah L. Thomas, JD, CFP®
Stephen W. Hewitt, JD, CFP®
Benjamin E. Gilbert, CFP®
Jessica M. Howe
P.S. Also, our next "Investment Boot Camp" will be held Saturday November 1st. If you haven't attended one in awhile, you may want to come for a refresher — or pass along the word to any friends who may be interested.