One of our highest priorities is to help retirement plan sponsors navigate through the complexities of being a fiduciary. Earlier this year, we hosted a Learn Share Connect half-day conference in the San Francisco Bay area: Retirement Plan Best Practices: What Every Fiduciary Should Know. The event exceeded our expectations, with wonderful positive feedback from attendees who found the information and discussions extremely valuable.
With the success of January’s event, we are pleased to announce that we will be hosting another Learn Share Connect event this coming October. Read more
Jake O’Shaughnessy, Arnerich Massena advisor, has been invited to speak at the 2014 NAGDCA Annual Conference, to be held in San Antonio, Texas in September. Read more
If you couldn’t make it to the TEDxPortland event in April, you can still catch all of the talks and performances. They are now available online. Read more
It is our great privilege to be able to support our community through a variety of organizations that are serving those in need. This week, we have the honor of participating in two important fundraisers. Read more
If you have visited the Arnerich Massena office in Portland, you may have noticed the array of orchids that grace our hallways, conference rooms, and offices. While we love orchids, there is a deeper reason for including them in our décor. Orchids represent and remind us of our role in serving our clients, both as trusted partners and advisors. How so, you ask? Read more
Arnerich Massena is pleased to announce a number of internal promotions. These promotions reflect the overall strength of our team and their exceptional contributions to our firm. Read more