Free IMA PDX Webinar - Managing Personal Finances in Times of Uncertainty

When:  Sep 29, 2020 from 4:00 PM to 5:00 PM (PT)
Associated with  Portland Chapter
Tuesday, September 29, 2020
4:00 – 5:00 pm
1 CPE
Free WebEx

Topic: “Managing Personal Finances in Times of Uncertainty”

Key Takeaways / learning objectives:
      - Understanding of frameworks to make good personal finance decisions during times of uncertainty
      - Strategies to avoid common financial and investment planning mistakes
      - Managing risk in a year littered with significantly disruptive events

Tuesday, September 29, 2020 4:00 – 5:00 pm
Registration is mandatory to participate
Enter your IMA Member number / Pacific NW Council / Portland Chapter
Click here<https://imanet.webex.com/imanet/onstage/g.php?MTID=ed497d5dbd1d709e87d7409cd8604d83c> to register and/or join
Event number: 173 833 1687
Event password: portland929
To receive a call back, provide your phone number when you join the event, or call the number below and enter the access code.
Call-in toll-free number (US/Canada): 1-866-469-3239
Call-in toll number (US/Canada): 1-650-429-3300
Global call-in numbers<https://imanet.webex.com/imanet/globalcallin.php?MTID=e985cc94577e20f738a97846d79bc4e10>
Toll-free dialing restrictions<https://www.webex.com/pdf/tollfree_restrictions.pdf>
Access code: 173 833 1687



Presenter: Nate Baim, MBA, founded Pursuit Planning and Investments, LLC, a registered investment adviser in the State of Oregon. At Pursuit Planning and Investments, LLC, he focuses on helping six-figure income households, which are composed of startup families, young professionals, and recent professional school graduates. Nate helps his clients navigate their financial lives. He helps his clients with spending behaviors and habits, student loan payment strategies, investment management, large purchase navigation, and risk management. Nate came into financial planning after working several years for large public and private organizations. He uses those experiences to innovate and provide a depth of understanding for his clients. Nate earned a Bachelors in Science majoring in finance from Indiana University's Kelley School of Business and an MBA from Willamette University. He spends much of his weekends exploring the Pacific Northwest's wilderness areas with his wife, Becky.

Location

Online Instructions:
Url: http://bit.ly/2ZS1fai
Login: Registration is mandatory to participate Enter your IMA Member number / Pacific NW Council / Portland Chapter Click here<https://imanet.webex.com/imanet/onstage/g.php?MTID=ed497d5dbd1d709e87d7409cd8604d83c> to register and/or join Event number: 173 833 1687 Event password: portland929 To receive a call back, provide your phone number when you join the event, or call the number below and enter the access code. Call-in toll-free number (US/Canada): 1-866-469-3239 Call-in toll number (US/Canada): 1