Wayne von Borstel, MSFS, CLU, ChFC, CFP, CAP

 Wayne von Borstel, MSFS, CLU, ChFC, CFP, CAP

Wayne von Borstel, MSFS, CLU, ChFC, CFP, CAP

Thursday, April 8, 2010
1. 9 am – 10 am
2. 10:10 am - 11:10 am
3. 11:20 am - 12:20 pm
 
Saturday, April 10, 2010
4. 8 am - 9 am
5. 9:10 am - 10:10 am
6. 10:20 am - 11:20 am
 
Recommended for: Dentists
ODA courses
1 CE credit each
 
 
 
1. Now that you understand how predictable the markets are…..What’s next?

Are you caught in the Investor’s Dilemma? If you’ve ever wondered about any of the following: getting high enough returns on investments, missing out on the latest, greatest stock tip, making sense of all the information available, someone else having a better portfolio than you or getting bad advice and, worse yet, paying for it – then you don’t want to miss this workshop. Join one of the nation’s premier Wealth Coaches to learn the steps to investment peace of mind clarify your personal investment philosophy. 

2. Separating Myths from Truth: The Story of Investing

Is your broker, planner or mutual fund manager speculating with your hard-won money? Do you know about the insidious alliance between the financial industry and its willing accomplices in the media? Join one of the nation’s premier Wealth Coaches to discover how to dispel the four biggest myths of investing, identify the tell-tale signs of imprudent risk taking and learn the three simple factors that govern 97% of the variability in your investment returns.  

3. Setting & Achieving Realistic Investment Goals
 
Is your broker, planner or mutual fund manager speculating with your hard-won money? Do you know about the insidious alliance between the financial industry and its willing accomplices in the media? Join one of the nation’s premier Wealth Coaches to discover how to dispel the four biggest myths of investing, identify the tell-tale signs of imprudent risk taking and learn the three simple factors that govern 97% of the variability in your investment returns.
 
4. Examining Your Expectations
 
Understanding the relationship between expectations and results is crucial to experiencing peace of mind about investing. In this session, we will help you align your investment expectations with potential outcomes in order for you to achieve fulfillment and confidence about your investing strategy. Join one of the nation’s premier Wealth Coaches to learn what drives your expectations and how to shape them for success.
 
5. Transition from Wealth Creation to Wealth Preservation
 
There are 10 common mistakes associated with most estate plans. Do you know what they are? Lots of people have an interest in the transfer of your wealth from one generation to another. Chief among them, of course, is good old Uncle Sam. Come learn about the Top 10 Avoidable mistakes in estate planning from one of the premier Wealth Coaches in the country. You’ll get insights from over 20 years of helping families plan for and transfer millions of dollars in wealth.
 
6.Understanding the Dimensions of Risk & Return
 
Every investor has heard the phrase, “we must consider risk.” But what is there to consider? How is risk defined within an investment portfolio? How much risk is acceptable, and when is risk unacceptable? Hosted by one of the nation’s premier Wealth Coaches, this insightful session communicates why it is critical not only to understand risk, but to understand where returns come from and why.
 
 
Mr. Wayne von Borstel is the President and founder of Oregon Trail Financial Services, Inc. a registered investment advisor company. Since 1985, he’s been helping wealthy families and professionals analyze their financial situation and position their assets to live better, worry less and leave more. Wayne’s firm serves clients throughout the country from office locations in Portland, The Dalles and Redmond, Oregon. As an independent wealth coach, he specializes in advising affluent individuals and business owners who seek to carefully preserve, prudently grow and efficiently transfer wealth. Wayne and his wife, Marta, reside in The Dalles, Oregon.