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Understanding and Retiring with PERS

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If you are a Tier One/Two Public Employee, this workshop is designed just for you!

Join us for an unbiased look at the fundamentals of retiring with the PERS system. We’ll cover recent updates, retirement options and education, as well as how PERS fits into your overall retirement strategy.

Presenter

David Yates portrait

David Yates

Financial Advisor | Raymond James Financial Services, Inc.

I give each client the time and attention they deserve because I know everyone has different needs. To me, continuously pursuing excellence means helping my clients stay on track to reach their goals no matter what life brings. As a full service financial advisor, I can help you with retirement planning, college savings, life insurance and long-term care planning, wealth transfer planning, business retirement plans, wealth management and more.

My licenses include Series 7, Series 66 and insurance. Before becoming a financial advisor I served in the Marine Corps, attended Texas A&M University-Commerce and taught music classes in both public and private schools. My wife and I are passionate advocates for adoption. We live in Beaverton with our two children and enjoy exploring coastal lighthouses.

Date & Time
May 21, 2019 @ 6:30 pm - 8:00 pm
Venue
OnPoint Orenco Station branch
Address
7130 NE Cornell Rd
Hillsboro, OR 97124
Cost
Free
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Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
https://brokercheck.finra.org/

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