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Makena Financial is offering the following workshops and webinars as part of our continuous education for our clients and any guests that would benefit from being introduced to us.

BORROW SMART & RETIRE RICH WORKSHOP

Borrow Smart & Retire Rich teaches home owners of all ages a 7-step process to managing the wealth in their home. Through the 7-step process the homeowner is coached to create a personal Mortgage Plan with two possible outcomes in mind.

  •  A way to pay off their mortgage in as little as 10 years with no additional cash outlay.
  • A way to utilize their home as a shelter to increase their retirement savings by $1M or more, again with no additional cash outlay.

We are offering two possible dates for this workshop: 

  • Thursday, April 24th, 2008 
    6:30 - 8:00 p.m.
    One Embassy Centre - 2nd Floor Conference Room
    9020 SW Washington Square Road - Tigard, OR 97223
    Please go to the following link to register: www.BorrowSmartFuture.com

  • Thursday, May 22nd, 2008
    6:30 - 8:00p.m.
    One Embassy Centre - 2nd Floor Conference Room
    9020 SW Washington Square Road - Tigard, OR 97223
    Please go to the following link to register: www.BorrowSmartFuture.com

OTHER UPCOMING COURSES:

  • Makena Financial "Press Release"
    Thursday, May 1st, 2008
    7-8 p.m.
    Webinar
  • Realtor CE Course
    Realtors can get 2 DRE Credits for attending this continuing education course.
    You will learn:
    • How the house functions as a wealth creation tool for you and your clients
    • Understand how the investment in a house compares to other types of investments
    • Understand how as a Realtor you can influence the role the house plays in your clients' long-term financial well being
    • Learn the 7-steps to smart borrowing strategies that maximize wealth development for your clients
    • Marketing Niches for building business
    Thursday, May 29th, 2008
    9-11 a.m.
    One Embassy Centre - 2nd Floor Conference Room
    9020 SW Washington Square Road - Tigard, OR 97223
    Cost: $29
If you would like to get more information about any of our workshops or webinars or register for an upcoming course, please contact us at 503.597.2550 or email, Jayme Dodrill at jayme@makenafinancial.com.

 

 

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