Portland Study Club - Joanne Humphrey, Director - AKT Wealth Advisors

  • 07/16/2014
  • 6:00 PM - 8:00 PM (PDT)
  • Oregon Dental Association, 8699 SW Sun Place, Wilsonville, OR 97071


  • First time non-member visitors may attend one session at no charge.
  • A study club pass is a pass purchased at the time of membership or membership renewal and enables you to attend all study club meetings during your membership year at a 10% discounted rate.
  • Special price for early registration and payment

Registration is closed
Oregon Dental Executives' Association

Dedicated to Excellence in Dental Management
Portland Study Club

Wednesday, July 16, 2014

"Dollars and Sense -
Managing Your Personal Life"

Guest Presenter
Joanne Humphrey, CPA/PFS
AKT Wealth Advisors

Join us as we hear from Joanne Humphrey on family finances, the roles of couples and personal budgeting. She will even discuss retirement planning, basic investing principles, estate planning, college funding and long-term care planning.  Finally, she will cover using finances to build good family memories.

Important Registration Information:
  • Study Club Meetings are reserved for dental administrative staff only.
  • Non-member guests registering for their first Study Club may attend at no charge.
Cancellation Policy: No Shows and same-day cancellations will not receive a refund and unpaid registrations will be billed.
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ODEA, PO BOX 454, Gladstone, Oregon 97027   971-772-1312 ● ● Email: info@oregondentalexecutives.org
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