Holiday Closure! We’ll be closed next Monday, May 27th for Memorial Day.

Upcoming Seminars with Dean Eisenbraun

Dean is a Financial Advisor registered through KMS Financial Services, Inc.* He works in partnership with members to identify needs, establish goals, develop a plan, select appropriate financial strategies, and provide ongoing consultation in order to help meet financial objectives.

 

Retirement Planning & Investing

Recent events have created a level of uncertainty in the markets, leaving investors unsure how to prepare for their financial future. In this seminar, Dean Eisenbraun, Financial Advisor at Trailhead, will discuss ways to keep your retirement goals on track and ways to avoid making common mistakes.

Date: March 23, 2017 from 12pm – 1pm

Location: 4th Floor Hospitality Suite, 220 NW Second Ave, Portland

Please RSVP to [email protected]


Understanding Social Security

Decisions about Social Security can be complex. Get all the details to help you bring the bigger picture of Social Security and your retirement into focus.

Join Dean Eisenbraun, Financial Advisor for an educational seminar where you’ll learn key facts about the Social Security program.

Date: May 18, 2017 from 12pm to 1pm

Location: TBD

Please RSVP to [email protected] or 503.546.5000


PERS Simplified

It’s never too late to learn about PERS! Investigate your retirement options and see how Dean Eisenbraun, Financial Advisor can help.

Two Dates Available!

Dates: June 15, 2017 from 6pm to 7pm and November 2, 2017 from 12pm to 1pm

Locations: TBD

Please RSVP to [email protected] or 503.546.5000


*Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc.,

Member FINRA/SIPC and an SEC Registered Investment Advisor.

This site is for information purposes only and is not an offer to sell or a solicitation to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

Investments Are: NOT NCUA/FDIC INSURED, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE.

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