Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

What's Happening At Resource

Successful School Supply Drive

Successful School Supply Drive

Resource Financial Planning teamed up with KGW this summer for the School Supply Drive!

The KGW8 School Supply Drive took place throughout the month of August with a goal to collect enough school supplies to send 12,000 students back to school equipped to learn.

Well, the numbers are in and thanks to the generosity of our community, enough supplies were collected to send over 26,000 students back to school with the supplies they need!

Thank you to everyone who participated and donated so generously to help fill up our collection box! Your donations are making a huge impact in the lives of students and family all over Oregon and SW Washington. 

Giving Back

Giving Back

On Saturday, July 13th, several members of the Resource Team spent the morning packing frozen food into family sized portions at Oregon Food Bank’s Beaverton facility. Joining a group of about 50 total volunteers, the team got their orientation and then donned their lunch-lady hairnets and plastic aprons in preparation for the task at hand.

Our job: pack up as many 2 pound bags of cranberries as we could in two hours or until the berries were gone. After two hours of fast-paced assembly line work in the chilly 50 degree room, the group unanimously proclaimed the project to be really fun and truly satisfying! 

Client Centered

Our volunteer coordinator told us that even though 2 pound bags of frozen cranberries don’t constitute a meal, the organization counts it as such in terms of volunteer work. With that, our collective efforts resulted in some mind-boggling statistics: 7,124 pounds; 5,937 meals and 119 meals per volunteer!

We gathered afterward for a celebratory lunch at local brewpub, Ex Novo, whose mission as a brewery is to donate 100% of its profits to those building a better world and bringing hope to places where it is scarce.  This truly felt like giving back times two!

<em>Helping Clients Live their Best Life</em>

Helping Clients Live their Best Life

On Wednesday, May 15th, Resource advisors hosted a health and wellness workshop for clients at Lake Owego’s Crowne Plaza hotel. First on the agenda was 5 Ways Technology Will Change How You Age, presented by Julie Genjac from Hartford Mutual Funds. She shared valuable insights into how we’re living longer, healthier lives and the ways in which today’s technology can help improve our retirement years.

Julie’s presentation highlighted five important areas: Technology-driven transportation; earning income longer via remote work or education with online courses; maintaining social connections via apps like Skype, FaceTime or Snapchat; having connected homes via tools like Amazon Echo and Roomba and being your own health advocate by wearing an activity tracker.

Client Centered

After Julie’s presentation, clients crossed their fingers and tried their luck at a raffle drawing. Lucky recipients won a FitBit, portable phone chargers and gift cards to REI, Kitchen Kaboodle, Best Buy and Thirsty Lion.

Next up was Traci Anderson from Jackson National Life, who presented Retire on Purpose, which encourages people to have a plan not only for what you will do in retirement, but also why you’re doing it. Through a series of exercises and her sharing of real-life stories, Traci illustrated the importance of knowing who you’ll be spending time with in retirement, how you’ll spend your time and even more importantly, the reason why you’re doing what you’re doing!

Clients left the evening armed with tips, ideas and resources about helpful technology, along with vital tools designed to help answer the important who, what and why questions about living their best life in retirement.

We Teamed up with KGW for The Great Toy Drive!

Resource staff and clients donated generously to this year's Great Toy Drive, collecting toys for less fortunate families in Oregon and SW Washington. On Friday, December 14th, the Resource team bagged up all the toys and games and headed downtown to the KGW TV studio to complete the mission.  The studio was buzzing with volunteers sorting through the thousands of donations destined for children in need, this holiday season. Stopping for a quick picture in front of the big blue mountain of toys, we happily added our collection to the impressive pile.  

We thank all of our generous donors for helping to make this a successful event benefiting our local community!

    Social Security & Market Update Event

On October 11th, 2018 from 7-9 pm, Resource Financial Planning hosted clients for an evening of presentations by Fidelity Investments and BlackRock at the Crowne Plaza Lake Oswego. Clients were welcomed to the Plaza ballroom by their financial advisors and quickly settled in for the evening with drinks, hors d’oeuvres and an assortment of desserts. The evening was kick-started with a presentation by Fidelity, “Investment Themes for 2018”.

Then, Rob Kron, of BlackRock brought humor and entertainment to the topics of Social Security and Medicare. In between chuckles, clients learned critical tips on filing strategies for Social Security along with great information on applying for Medicare. At the conclusion of the event, clients had the opportunity to ask questions  and chat with their advisors. With the ballroom filled to capacity, it reconfirmed our mission to educate clients with practical, financial information. Click Here to view all of the event photos!