Join us on Wednesday, December 6, 2023 from 6:00p - 7:30p

Two ways to RSVP:

In partnership with Rivermark Community Credit Union, we’ll host this event at their Hawthorne branch at 2537 SE Hawthorne Blvd, Portland, OR 97214. Spaces are limited so RSVP today.

Alternatively, we’ll be broadcasting this event online and you can attend virtually via Zoom.

 

What we’ll cover

Learn the best strategies for optimizing your Social Security benefits and making informed decisions about when to claim them.

Hear directly from our regional Social Security Administration public affairs representative on the following:

  • My Social Security Account

  • Social Security Basics

  • Understanding Your Benefit Options

  • Working in Retirement

  • Tax Implications

  • Benefits Available for Spouses and Dependents

  • Other Important Considerations

  • Estate Planning Essentials: Gain insights into the basics of estate planning, including wills, trusts, and legal documents, to ensure your assets are transferred according to your wishes. Presented by Efrem Lawrence of EL Law Firm. 

Q&A session for in person and virtual guests

 
 
 

Our live event speakers

EFREM LAWRENCE | MANAGING ATTORNEY | E.L. LAW FIRM

Efrem is licensed in Oregon, Washington and California. Graduating from Thomas Jefferson Law School in San Diego, he went directly into private practice in Oregon before expanding into Washington and California. As an elite high school and college basketball player, he has extensive experience with serious injuries and pain. Through this experience, empathy for individuals struggling with pain and career disruption became a building block for E.L. Law Firm, where we puts our clients' current and future needs first.

IVY HEUTON | PUBLIC AFFAIRS SPECIALIST | SOCIAL SECURITY ADMINISTRATION

Ivy is a seasoned Public Affairs Specialist with over 14 years of experience at the Social Security Administration. Ivy's extensive knowledge of the Social Security system, coupled with her unwavering commitment to public service, makes her an invaluable asset to the agency. Her passion for community outreach and transparent communication has solidified her reputation as a trusted resource.

AMBER JONES, CPA | PARTNER, DIRECTOR & LEAD ADVISOR | HUMAN INVESTING

Amber Jones has been with the firm since 2016. The first part of her career was spent as Human Investing’s CFO. After graduate school, Amber transitioned to lead a new team focused on creating accessible financial planning and investment management for all. She oversees the partnership with Rivermark Community Credit Union as a lead advisor and relationship manager.

Disclosures: “Investment Advisory Services are offered through HUMAN INVESTING, LLC. in association with THE AFFILIATED ENTITY (Community Credit Union, Plan Sponsor, etc). The investment services and products are NOT FEDERALLY INSURED, NOT OBLIGATIONS OF, AND NOT GUARANTEED BY ANY AFFILIATED ENTITY, AND SUBJECT TO NORMAL INVESTMENT RISKS, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL.”