Webinar about SRI

Evaluating Sustainable and Socially Responsible Investments:  Learn how to align your investments and your values with Jack Schniepp, CFP on his webinar at Deschutes County Library. Jack Schniepp, the founder of Cascade Financial Strategies, discusses the value of choosing Socially Responsible Investments (SRI) when making a financial plan, with Liz Goodrich from the Deschutes County Library … Read more

How to Protect Against Cybersecurity Threats

On the Cyber Monday I thought it would be appropriate to share information from a recent event that we hosted to help our clients learn how to protect their personal information from various cyber security related attacks. The expertise provided in the presentation came from local FBI agents who generously volunteered their time to educate … Read more