Medical Society of Metropolitan Portland
Finity Group, LLC Medical Division

Retirement Checkup:
Financial Strategies for Maintaining Wealth


Primary Seminar Focus:

  • Prioritizing your financial needs
  • Planning for strategic use of assets through retirement

Learning Objectives:

  • What to consider when structuring personal retirement savings
  • How to coordinate personal retirement savings with former employers and government provided benefits
  • Insurance considerations approaching retirement - life insurance, long-term care, etc.
  • Evaluate estate considerations and identify areas for strategic planning


Medical Society of Metropolitan Portland
1st Floor - Conference Room A 
4380 SW Macadam Avenue, Portland, OR


Wednesday, July 13, 2016
11:30am - 1:00pm
Lunch is included


Free to MSMP Members and Spouses

For more information, contact
 Sarah Parker, CMA (AAMA) at 503-222-9977 or

PO Box 19388, Portland, OR 97280
Phone: (503) 222-9977  |  Fax: (503) 222-3164

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