Join us in person Wednesday, November 12th, 2025 @ 6pm
In partnership with Rivermark Community Credit Union, we’ll host this event at their Hawthorne branch at 2537 SE Hawthorne Blvd, Portland, OR 97214. Spaces are limited so RSVP today.
Join us virtually Thursday, November 13th, 2025 @ 6pm
Alternatively, if you cannot make our in person event, we’ll have a virtual session the following day via Zoom.
What we’ll cover
All of us want the comfort of knowing that, when we retire, the dollars we spent a lifetime saving and investing will last.
Join our Retirement Masterclass filled with tips and guidance to prepare you for the years ahead when retirement day arrives. We are excited to dive deeper into the following topics:
Positioning your accounts for retirement
Creating tax-efficient income strategies
Avoiding retirement pitfalls
Our live event speakers
WILL KELLAR, CFP® |
MANAGING PARTNER, DIRECTOR OF WEALTH ADVISORY
Will is motivated by the opportunity to serve hardworking people and their financial pursuits, through advocacy, problem solving and great advice. He’s a CERTIFIED FINANCIAL PLANNER® practitioner who loves the feeling of when our team makes a positive tangible impact in someone's life. Will also serves as an adjunct professor of Retirement Planning at George Fox University.
DRAYTON CARLBERG, CFP® | PARTNER, LEAD ADVISOR
Drayton spent the first part of his career at Human Investing as a Trade Analyst, executing portfolio management tasks for the firm. He is intimately familiar with our firms investment philosophy and strategies. With this in mind, he works with clients to make sure their financial goals and account investments are aligned. Coming from a competitive athletic background, Drayton brings a strong sense of teamwork and enthusiasm to his role as a Lead Advisor.