November 9: Navigating Financial Advice | Finding Your Thought Partner
The financial industry is infamous for its jargon, acronyms, and opaque fee structures. Hear from fellow Rotarian Brenna Baucum, CFP, as she discusses the evolution of the client/advisor relationship, the rise of financial anxiety and stress in the wake of 2008 and COVID-19, and provides some practical tips to navigate the financial services industry as an informed and empowered consumer.
Program Chair: Ron Kelemen
Meeting Location:
Willamette Heritage Center Dye House
President’s Message
Rotarians,
This week we are back at the Willamette Heritage Dye House. Our very own Brenna Baucum will be discussing your relationship with your financial advisor. This promises to be a very informative event, especially for those of us who would like to retire someday.
Keep those pictures coming. My apologies, I had some technical difficulties, and I was not able to post these pictures submitted by Tom Golden last week. October was Polo Awareness month. Here is The Gerry Frank Amphitheater bathed in lights in honor of World Polio Day October 24th. Tom wants you to remember that “Rotary has the world covered for Polio.” For those of you who do not know, Tom is the District End Polio Now Chair.
Cheers!
David
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