Events
Workshops and information sessions
Educational gatherings for people who want clearer financial language, professional skills, and a low-pressure introduction to the community.
Financial Concepts Introduction
A friendly overview of budgeting, saving, insurance, retirement language, and investing vocabulary. Designed for first-time attendees who want clearer words for everyday money conversations.
- 6:30 PM – 7:45 PM PT
- Zoom
Personal Finance Basics
A midday session on cash flow, emergency savings, and how to review a month without turning it into a guilt exercise. Bring one question you have been postponing.
- 12:00 PM – 1:00 PM PT
- Zoom
Understanding Retirement Planning
Learn how common retirement account types differ at a high level and which questions to ask before making decisions. Educational only—no product recommendations.
- 6:00 PM – 7:15 PM PT
- Zoom
Introduction to Financial Services Careers
Explore roles, skills, training paths, and licensing conversations in financial services. Hear from Summerbrook Financial Management team members about what a typical week can look like.
- 6:30 PM – 8:00 PM PT
- Zoom + Portland studio
Financial Wellness Workshop
A practical workshop on talking about money at home, setting one sustainable habit, and using community resources. Light refreshments provided.
- 5:45 PM – 7:00 PM PT
- Community room, Lake Oswego
Summerbrook Financial Management Information Session
Meet the community, learn how educational sessions work, and ask questions about professional development and potential career paths. Informal, welcoming, and no-pressure.
- 6:00 PM – 7:00 PM PT
- Zoom
Want a personal introduction?
Request information and we will share upcoming educational sessions that match what you want to learn.