Educational Seminars

When it comes to your financial future, knowledge is the critical first step.

Elevation Seminars

We truly enjoy working with you and these upcoming workshops are a great opportunity for you to introduce a friend to Elevation Capital Strategies. We're sure they will enjoy learning about our retirement planning services and a delicious meal on us. We look forward to seeing you all there!

To Register for an upcoming Workshop, please contact our office at (541) 728-0321 to submit your request.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Our Calendar of Events


December 2017

Dinner Seminar

Tuesday, December 5, 2017
6:00 PM - 8:00 PM PST

The Oxford Hotel
10 NW Minnesota Ave
Bend, OR 97703

 

Dinner Seminar

Thursday, December 7, 2017
6:00 PM - 8:00 PM PST

The Oxford Hotel
10 NW Minnesota Ave
Bend, OR 97703

 

Register for a Seminar!

Fill out my online form.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

Investment advisory services are offered by Elevation Capital Advisory, LLC through AE Wealth Management, LLC. Insurance products are sold through Elevation Capital Strategies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.