|When:||Course on 06/07/18|
|Where:||PCC SE Center Campus|
|Cost:||Free Early Registration, $35.00 Regular|
Join other proactive successful retirees and pre-retirees who have learned how this class is a call to action, to educate themselves and improve their future. This class is information packed , and is designed for those in the early stages of retirement or those preparing to retire and have a desire to be fully informed on current and effective retirement strategies. We will look at topics that can be challenging during retirement such as asset risks, creating retirement income, estate issues, as well as other topics than can have an affect on your retirement.
Don't wait register today!
|6:30 PM to
|Session 1 of 1||Register|
Gary was born in Garden City Kansas, moving with his family to Salem, Oregon at the age of 5.
He graduated from Willamette University in 1974 with a double major in psychology and philosophy. There being a scarcity of philosophy jobs, Gary took a harrowing nine-month stint at Oregon State Hospital as a psychiatric security aide on the women’s maximum security unit. “One Flew Over the Cuckoo’s Nest” was filmed there during that time, which only added to the chaos. The movie was more mild than the reality. That experience prompted Gary to change careers. He graduated from Willamette U. again, in 1977, with an MBA.
After 18 years with Farmers Insurance, first as an underwriter, then supervisor, and then as an agent, Gary left in 1996 due to the purchase of Farmers by British American Tobacco. He sold his agency and moved his office into his home, which had always been a dream.
In 1997 he completed the last series of courses and ten exams to get the Chartered Financial Consultant (ChFC) designation from The American College at Bryn Mawr PA.
Now Gary provides comprehensive or targeted financial plans and the appriate financial products to implement them, continuing education classes for insurance agents, as well as public seminars on Retirement Planning, Social Security Optimization, and IRA Tax Planning. For upcoming classes, go to http://garyduell.com/
Gary served a three year appointment on the Clackamas County Economic Development Commission and currently is Treasurer, a charter member, and past President, of the Happy Valley Business Alliance: To quote Gary, "This is the best group of people I've ever had the pleasure of working with. Hard working, generous to a fault, and genuinely caring."
During the school year he usually volunteers in a wonderful program called “Lunch Buddies” which involves mentoring an elementary school student once a week. The need is great. If you’d like to volunteer, send Gary an email or visit: http://www.ormentor.org/ Most mentors feel they benefit as much as their students!
Gary loves what he does mostly because of the people he gets to work with. Hundreds of clients and friends have been made over the years.
Licensed in Oregon for securities & investment advice thru Duell Wealth Preservation, an Oregon Registered Investment Adviser, Happy Valley OR; Oregon & Washington for insurance products. Call us at 503-698-4812
PCC SE Center Campus2305 SE 82nd and Division St
Portland, OR 97216
Early registration is encouraged as classes fill up quickly. Please don’t hesitate to call us for assistance with the registration process.