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Thanks for joining us!

What we covered

How do we approach our money during this pandemic? Do I take my money out of the market or invest more? How do I manage my retirement account investments as I watch the market swing up and down? Are there opportunities amidst the risk?

It is our goal and desire that by sharing a few financial planning strategies and answering questions - we will give you some new or additional tools to consider as you navigate through these turbulent times.

Our event speakers

MARC KADOMATSU CFP®, ChFC®, CLU® | DIRECTOR OF FINANCIAL PLANNINGMarc is Director of Financial Planning and brings over 17 years of experience in financial planning, executive benefit, estate, tax and insurance planning. He is a Certified Financial …

MARC KADOMATSU CFP®, ChFC®, CLU® | DIRECTOR OF FINANCIAL PLANNING

Marc is Director of Financial Planning and brings over 17 years of experience in financial planning, executive benefit, estate, tax and insurance planning. He is a Certified Financial Planner™ practitioner and holds the Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU) designations. He’s the former President and Board Chair of the Financial Planning Association of Oregon and SW Washington.

JILL NOVAK, SHRM-CP | CHIEF PEOPLE OFFICERJill Novak has spent over a decade at Human Investing honing her skills in the areas of service, administration, sales, operations and human resources. As a SHRM certified practitioner, Jill now puts all her…

JILL NOVAK, SHRM-CP | CHIEF PEOPLE OFFICER

Jill Novak has spent over a decade at Human Investing honing her skills in the areas of service, administration, sales, operations and human resources. As a SHRM certified practitioner, Jill now puts all her past experience to work - ensuring that the Human Investing team is cared for and the operations run smoothly.