Workshops & Client Events



Annual Holiday Party

Date: Wednesday, November 30th, 2016

6:00pm - 7:30pm



The Lucky Pint 

1888 NW Fairview DR.

Gresham, OR 97030


Please join us for treats, prizes, and holiday cheer!

We would love to visit with everyone and their families.  We will be serving  appetizers and everyone that attends will be entered into a drawing for prizes. 

There will be a no host bar. 

Celebrate the giving season by bringing cash donations, which will benefit Snowcap. Landmark Tax & Investment Services will match every dollar donated.

RSVP 503-491-1000






Modern Retirement Planning

Course Appropriate for Ages 50-70


Why take this course?

Investment companies provide the vast majority of retirement information available today.  It is difficult to find educational material that is unbiased and void of hidden agendas.  Because there is no single retirement strategy that works for everyone, we often find ourselves overwhelmed and confused.

Modern Retirement Planning is a comprehensive course designed to address retirement issues in an unbiased educational environment.  This course will provide you with the pros and cons of many popular strategies.

Learn how to set goals, address inflation, avoid mistakes, assess investments, manage risk, lower taxes, and plan our estate.  Questions are encouraged.


By attending our Workshops you'll learn how to:

  •  Determine if you have enough income to retire
  •  Manage Health Care and long term care costs
  •  Manage debt and increase cash flow
  •  Determine if a Roth conversion is right for you
  •  Optimize investment distribution and avoid the most common distribution mistakes
  • Manage financial risk and preserve your nest egg before and during retirement
  • Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning




Modern Retirement Planning Workshop

Date & Times

Thursdays: October 13th & 20th

6:00pm - 9:00pm




Saturdays: October 15th & 22nd

9:00am - 12:00pm (noon)



AC 1508

26000 SE Stark St

Gresham, OR 97030


Call Landmark Tax & Investment to Register

Office: 503-491-1000


Roadmap to Your Retirement

Date: TBD


Location: TBD


Social Security Seminar


Date: TBD


Location: TBD