SCHULTZ RETIREMENT SOLUTIONS, INC
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Events

Upcoming events:

7th Annual Giving Tree (Ends Dec. 8th) Spread the Joy of Giving This Holiday Season

​As we celebrate our 7th Annual Giving Tree, we invite you once again to join us in a cherished tradition that captures the spirit of the season. Over the years, your generosity has made a major impact, and we're excited to continue this journey of giving together.

​How You Can Participate:

1. Select a Tag - Two Convenient Ways
  • In-Person at Our Office: Visit our Giving Tree located inside our Scappoose office. We have tags, each representing a unique wish from families in need.
  • Online via Amazon Wishlist: For those who prefer online shopping, we've set up an Amazon Wishlist featuring a variety of preselected gifts. Browse and select the specific gift you wish to purchase.
    Click here to explore our Amazon Wishlist
    Note: If you order a gift online, please have it shipped to your address. We kindly ask that you bring the unwrapped gift to our office by December 8th
    ​
2. Bring Joy with a Gift: Choose a tag and fulfill the wish. Whether it's a toy for a child, warm clothing, or essential items, your gift can light up someone's holiday season.

3. Gift Delivery: Please bring your unwrapped gift with the tag attached to our Giving Tree by December 8th. We'll ensure it's delivered to the Scappoose Fire District in time to bring holiday cheer.
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Social Security Workshop  Thursday, January 4th/ @Scappoose Public Library 5:30pm-6:30pm

The purpose of this workshop is for you to learn more about Social Security and how it effects your overall plan for retirement income. We will have time to answer any and all of your questions. If personalized help is required, we can schedule an appointment for you to get the help you need. Our goal is that after this workshop, you will be better prepared to make decisions regarding your Social Security, with the help of our NSSA Certified Financial Advisor - James Ryan.

    RSVP for this event

RSVP
View our Social Security Workshop
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​Medicare Workshop   Wednesday, October 4th/ @St. Helens Senior Center 2pm-3pm

Your questions are important to us. By attending this workshop, you will gain information for the clarity you need. Our goal is that you leave this workshop feeling informed and ready to pursue your options for Medicare, while having assistance from our local agent, Michael Leipzig.

    RSVP for this event

RSVP
View our Medicare Workshop
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Physical Address:
52461 Columbia River Highway
Scappoose, OR 97056​

Mailing Address:
PO Box 489
​Scappoose, OR 97056
Ph. 503.543.3844
Fx. 503.987.8809
Em. jeff@schultzretirement.com
Investment advisory services offered through CreativeOne Wealth, LLC, an Investment Advisor. Schultz Retirement Solutions and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
​17166 - 2017/11/27
  • Home
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  • Services
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