Personal Growth
What does financial health mean to you? How about financial freedom? How would you be if you had it? What would you do with your life if your finances were how you want them to be? And, importantly, what steps do you take to get there?
Experience for yourself the excitement of an aligned sense of who you are with how your finances can propel your life. Our seminars blend practical and actionable information from a range of professional perspectives, all within a holistic framework.
Wealth Builder Seminar Series
8 hours
Our “flagship” curriculum. What is “wealth” for you, for your community? How do you build it? Equity Design in partnership with an integrated team of top Portland financial professionals collaborate in a truly unique and comprehensive financial series. These workshops cover everything from real estate acquisition to building a securities portfolio, from insurance insights to tax tips, from financial positioning to long-term estate planning. What would your life be like with holistic knowledge backed by a comprehensive team? Comments on this series include “unparalleled” and “life changing”.
Financial Health and Planning
1 or 2 hour lecture
If you realize financial health is a part of holistic wealth but lack the path to get there, this seminar is for you. We have distilled much financial wisdom in order to give you an easy to follow scaffolding for your unique financial story. We aim to demystify concepts ranging from budgeting to debt repayment to long term investing, all geared toward helping you along the difficult but important journey of financial discipline for financial health and holistic wealth.
Buying your First Home (or helping someone do so)
1 hour
If you realize home ownership is one of the most significant components of personal and community wealth, but lack the steps to get there or want to learn more, this seminar is for you. We cover the basics of home buying and positioning from a financial perspective. This includes the “Five Pillars” of financial health, the local housing market and how to utilize unique first-time homebuyer financing opportunities.
Property Investing 101
1.5 hours
Property ownership has been and will continue to be a significant means of building personal wealth. It is also potentially one of the wisest ways to deepen roots in a community and affect social change. We will explore these paradigms, discuss financing and the Portland real estate market, and help you build a plan for safely and congruently building a real estate portfolio for significant intergenerational wealth and deeper community impact.
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