Broker Check
15 June
Financial Bootcamp: 6 Steps to Financial Success


You may be working hard to build wealth, but is your money working as hard as you? Putting your money to work with careful planning creates additional opportunities for success and gives you greater control of your financial future.

Join our seminar to learn more about the six steps to financial success:

1. Protect what you have
2. Take control of your cash flow
3. Invest wisely
4. Manage your taxes
5. Save for retirement
6. Leave a legacy

This six-step plan is designed to help you pursue financial success - to take you from where you are now to where you want to be.

This seminar is presented by James Monroe of Oregon Pacific Financial Advisors. You can read more about James Monroe here.

Please note, this webinar is for educational purposes only. All investing involves risk and there is no guarantee that any strategy will be successful.

Date and Time

Wed, Jun 15, 2022

5:30p - 6:30p PST


Oregon Pacific Financial Advisors

210 West 8th Street
Medford , OR 97501


Driving west on Main Street, turn left at Holly, left again at 8th (it's a one way street) and left again into the first parking lot, behind the church. Use the entrance in the corner to the left to take the elevator. If the parking lot is full, there is street parking.

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