Category Archives: Education

Portland Financial Planning Day – a free personal finance event

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City of Portland, CASH Oregon, and the Financial Planning Association of Portland invite you to attend Portland Financial Planning Day on Saturday, October 22, 2011 from 10:00 am to 4:00 pm at the Portland Building, 1120 SW 5th Avenue, 2nd floor, where you’ll be able to meet one-on-one with dozens of professional financial planners to discuss your personal finance questions, concerns and interests.

Information will be provided on a pro-bono basis by experts from the Financial Planning Association and highly qualified CERTIFIED FINANCIAL PLANNER™ professionals. There are no strings attached – volunteering financial planners will not pass out business cards, marketing materials or sell products or services.

You may seek information and advice on a wide range of topics, including:

GENERAL FINANCIAL PLANNING
Buying a Home – Debt Management
Building a College Fund – Savings Goals
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SPECIAL CIRCUMSTANCES
Job Loss and Job Change – Foreclosure Assistance
Change in Marital Status
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INVESTMENT PLANNING
Investment Strategies – Asset Accumulation
Generating Investment Income
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RETIREMENT PLANNING
Building a Retirement Fund – 401(k) and 403(b) Plans
IRA Accounts – Social Security
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INCOME TAX PLANNING
Tax Reduction Strategies
Charitable Contributions – Small Business Taxation
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ESTATE PLANNING
Building an Inheritance – Wills and Trusts
Estate Tax Strategies
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INSURANCE PLANNING
Life Insurance Coverage – Disability Insurance
Long-term Care Planning
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EMPLOYEE BENEFITS
Managing Health Insurance – Health Savings Accounts
Pension Benefits
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In addition to personalized advice, Portland Financial Planning Day will also feature a series of classroom-style 50-minute Educational Workshops

‘Plan Ahead for College’ event tomorrow night at Umpqua Bank.

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Umpqua Bank Alberta will be hosting an event for families to “Plan Ahead for College” on Thursday, October 11th @ 6:30 pm.  Kyle Hunter of Umpqua Investments will speak in detail on the Oregon College Savings plan and answer questions from the audience.  We will be providing some light food and beverages as well.

Please feel free to contact D’von Jacobs at Umpqua Bank Alberta @ (503) 219-6161 or via email at DvonJacobs@umpquabank.com if you have any further questions or would like to RSVP.

Umpqua Bank – Alberta — 1745 NE Alberta Street

The King Neighborhood Association thanks Umpqua Bank for being a sponsor of our summer 2011 Movie in the Park, How to Train Your Dragon.

“ABC’s of Land Use” Workshop

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Learn the basics of how the City of Portland’s land use and development review processes work. Get hands-on experience with a land use review case study, including review of a development proposal and site plan, identification of relevant issues, and effective ways to respond to the approval criteria.

“ABC’s of Land Use” Workshop
Saturday, October 22, 2011
9:00 AM to 1:00 PM
Historic Kenton Fire House

Introduction by Mary Jaron Kelley, North Portland Neighborhood Services. Presented by Barry Manning–Bureau of Planning and Sustainability, and Paul Leistner–Office of Neighborhood Involvement.
Refreshments will be provided. The workshop is free. Pre-registration is required. Space is limited to 40 people.
Register online; http://www.portlandonline.com/oni/index.cfm?c=49302&
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Public Meetings to Discuss “Respectful Traveling” on Williams

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From PBoT:

Dear North Williams Community Members,

This summer, the City of Portland will run a special educational campaign to encourage safe and respectful traveling on North Williams.

While discussions about changes to the roadway continue as part of the North Williams Traffic Safety Project, we have heard loud and clear from the community that how people interact with one another while traveling up North Williams is just as important as engineering, and that conditions on the street feel dangerous today and should be addressed as soon as possible.

Please come to a special brainstorming meeting to answer these questions:
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Learn How to Achieve Net Zero Energy Use

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From Solar Oregon:

There is still time to register for this evening’s
Goal Net Zero Interest Group meeting!

Join us for a presentation by Joe Johnson, architect and LEED AP, on the feasibility of reaching net zero goals in existing residences through energy conservation measures. This discussion will raise issues important to building professionals and home owners alike.

We look forward to seeing you this evening!

>> Click here to register

Each meeting costs $5.00 for dues-paying Solar Oregon members and $10.00 for non-members. Payment is due at the door, and can by made by cash or check.