June was a month full of exciting and informative events, spanning the spectrum and incorporating many of our team’s values of:
Partnership, Integrity, Excellence, Curiosity, and Fun
Well done, Interns!
Each summer TenBridge Partners offers internship opportunities to young adults looking to create their own financial plan. It is a steppingstone to greater financial awareness and focus for these young adults as they launch into adulthood. Over the years we have had many amazing budding financial planners come through our office, and this session was no different.
A big round of applause for our incredible June interns: William McGettigan, Markus von Koch and Josh Pontefract. They all crafted very well thought out financial plans, taking them through the end of schooling and into retirement. This impressive group is part of an emerging crop of young people whose life expectancy is reaching 2100!
At the end of their internship, our budding financial planners presented to their parents, our team, and everyone else’s parents, their completed product and vision of their future. We wish William, Markus and Josh great success in their endeavors as they venture into their bright futures while navigating urban planning, Wall Street and law school.
It is never too early to plan, and you are never too young (or old) to learn about money, savings, investments, goals, and most importantly, balancing them all together.
Taps with TenBridge at Migration Brewing Company
Our staff gathered with clients, business partners, and friends to learn all about Migration Brewing’s impressive brewery operations and overall commitment to the larger community. A huge thanks to our friend and presenter, McKean Banzer-Lausberg (CEO and Co-founder) for hosting our lively group for an informative beer tasting experience and tour of the brewery’s original facility on NE Glisan. We enjoyed the delicious pub fare and cheered on Team USA while viewing the World Cup soccer game. Special thanks to our co-sponsor for the evening, Kunal Kishore from JP Morgan.
Portland Metro Chamber Annual Meeting at the Moda Center
Guests joined us at the sold-out Portland Metro Chamber Annual Meeting, which brought together 750+ business and civic leaders to the Moda Center. Speakers included the Trail Blazers owner Tom Dundon, Governor Tina Kotek, Mayor Keith Wilson, Multnomah County Chair Jessica Vega Pederson, Senator Kate Lieber, Senate President Rob Wagner, and other top elected leaders. Ideas were debated regarding what is important for shaping our city’s future, including the Moda Center Renovation and how, or if, public money should be used to support arena renovations. A project we stand firmly in support of. Conversations also revolved around driving an economic renaissance (critical), the Albina Vision Trust reclamation project (we also strongly support), and building modern entertainment infrastructure in Portland.
New Zealand Bike Trip: September 30th – October 8th
Final payment on the New Zealand Bike Trip is due from participants at the end of this week, so this is the absolute last chance you have to sign up. As you might recall, we had one person cancel and we were able to add two more slots, making three slots available for this trip. We have 11 people going, and we are getting super excited for the trip. If you have reconsidered and would like to go on this trip, this is your last chance to do so! Just let us know.
Please reach out ASAP if you would like more information.
The ALPS 2 Ocean Cycle Trail serves up epic vistas from Aoraki Mount Cook all the way to arty Oamaru beside the Pacific Ocean. It is one of New Zealand’s truly great rides; the crème de la crème of multi-day cycling experiences in NZ for the iconic southern landscapes traversed and easily navigated by a wide demographic!
These events are a few examples of how we embody our team values each and every day – Partnership, Integrity, Excellence, Curiosity, and Fun. Hope to see you at an awesome TenBridge Partners event soon!
From the desk of
Erik Lawrence CFP®