Upcoming Delap Wealth Advisory Events
Managing all the moving parts of your balance sheet can be complicated, time consuming, and overwhelming. There’s no magic “silver bullet” to maximizing your wealth, but there are small steps you can take that compound over time.
Join us for an intimate event, where we’ll share observations on the most common financial “leaks” that we’ve identified after more than 85 years of serving the NW’s most affluent families. Whether your goal is to amass more wealth, bequeath more, give more, or a combination of all of the above, you’ll walk away with new ideas and insights on how to synchronize the moving pieces on your balance sheet, powering you closer to your goals.
Seating is limited, so RSVP today!
7.16.19 | 4 – 5:30 PM
Hotel Lucia in the Pettygrove Room
410 SW Broadway, Portland, OR 97205
8.15.19 | 8 – 9:30 AM
Oswego Lake Country Club
20 Iron Mountain Blvd, Lake Oswego, OR 97034
For questions, please contact Valerie Griggs at firstname.lastname@example.org