Managing money is more complicated than you’d think. Did you know there are straightforward habits you can adopt to make that task a whole lot easier?

Join us for an in-person informative presentation, 7 Habits of Financially Successful People, and learn how to intentionally direct your money to the things you value, and actively cut out things you don’t, so you have money to set aside for your future.

In partnership with SWE, learn from the inspiring women of Addison Avenue Investment Services, a division of First Tech. Financial Advisor Shannon Graham will moderate the session, while Financial Advisor Kimberlee Bouska leads a compelling discussion on how to take control of your finances and preparing for a successful future.

*Dinner and refreshments will be provided

Presenter:
Kimberlee Bouska, CFP^®, CRPC^®, CDFA^®
Financial Advisor, RJFS
Investment Management Consultant 
Addison Avenue Investment Services 

Moderator:
Shannon Graham
Investment Management Consultant
Financial Advisor, RJFS
Addison Avenue Investment Services

Registered Address: 5100 NE Dawson Creek Dr., Hillsboro, OR 97124 | 855.744.8585

Any opinions are that of Kimberlee Bouska and Shannon Graham, and not necessarily of Raymond James. Raymond James is not affiliated, or endorsed by SWE.

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Any opinions are those of Brett Palmquist and not necessarily those of RJFS or Raymond James.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CHARTERED RETIREMENT PLANNING COUNSELOR^SM AND CRPC^® are registered service marks of the College for Financial Planning^®. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.