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Lunch & Learn
Buffered Index Portfolio

Designed for upside participation with a pre-determined level of downside protection

Join Us for our Lunch and Learn 

Tuesday July 25th

11:00 am-12:30 pm

Fircrest Golf Club

1500 Regents Blvd,

Fircrest, WA 98466

Lunch will be served

after a short presentation.

No cost to you.

About Buffered Index Portfolio

A cap and buffer structured note offers pre-determined outcomes for investors based on a specific index's return over a set timeframe.

The following hypothetical scenario illustrates different outcomes based on varying levels of index return.

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WHY INVEST IN A BUFFERED
INDEX PRODUCT?

Benefit from an index’s upside potential

Provide limited downside protection

Invest for shorter time horizons

Moderate growth investment objective

Please fill in the form below and Send. We respect your privacy and will not spam you or contact you other than in regards to our Lunch and Learn.

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Phone

Email

253-327-1177

Jeff has been a Financial Advisor for over 20 years, His education and expertise shows in his ability to connect and help his clients.

Jeff has a BBA from the University of Portland and holds Series 6, 7, 63 and 65 securities licenses along with State of Washington Life, Disability, Variable Life & Variable Annuity licenses.

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