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Executive Economic Outlook

Spring/Summer 2015 is now available

 

We are pleased to announce our Executive Economic Outlook and Summary for Spring 2015. This semi-annual article is written entirely by Multop Financial's executive team, accountants, and portfolio managers. It is designed to explain what our research and experience suggests will take place over the next 6-12 month period with regards to the economy and current investment environment.

 

Click here to view our current Economic Outlook

 

We encourage you to take a moment to read our Outlook. If you would like to schedule an appointment with one of our financial advisors please contact our office at (360) 671-7891 or click here.

Economic Breakfast with John Mitchell
Back by popular demand

We invite you to attend our upcoming Economic Breakfast Event with special guest speaker and credited economist, Dr. John Mitchell.

 

Date: Friday, June 19th, 2015

 

Be our guest!

 

8:30 am - Doors open, catered breakfast

9:00 am - Economic Presentation with John Mitchell

10:00 am - Closing remarks with Q&A session

 

Location: Bellingham Golf & Country Club

 

Guest Speaker

 

Dr. Mitchell received his Bachelor's Degree from Williams College and his Masters and Doctorate degrees from the University of Oregon.  He began his professional career as a professor of Economics at Boise State from 1970 to 1983, and was considered one of Boise State's most dynamic professors known for his charisma in the classroom, economic insight, and forecasting expertise. In addition to his impact within Boise State University, Dr. Mitchell has held several prestigious positions such as Chief Economist of U.S. Bancorp and Economist of the Western Region for US Bank, and is currently a fellow of the College of Arts and Sciences at the University of Oregon and a member of Phi Beta Kappa.


Dr. Mitchell established an endowed scholarship for students majoring in economics and other business majors at Boise State University's College of Business and Economics in the fall of 2012."I was fortunate to grow up in a family where education was stressed and opportunities presented. Many are not so fortunate at a time where education is of critical importance for success. The intent of this endowed scholarship is to assist motivated students with financial needs to further their education," was Dr. Mitchell's simple and eloquent response when asked what inspired the scholarship's establishment.

 

Multop Financial eagerly encourages you to join us for one of Dr. Mitchell's insightful and entertaining presentations that have been enlightening audiences on economic trends for over 38 years.

 

Click here to reserve your seat

 

The Suit Magazine

Multop Financial in the Press

In the most recent edition of The Suit Magazine, the Multop team takes the spotlight in the article Guiding Retirement in the Oil and Gas Industry.
 

"The oil and gas industry is frequently making headlines. After all, it is one of the world's largest industries. One trend has been simmering in the background over recent years, however. Though not hot enough to make the crawler running across the bottom of cable news shows, it is still nearing it's boiling point..." to see full article, click here.

Attention BP Alaska Employees

July 13th - 18th

 

Multop Financial will be in Anchorage, Palmer, Homer and Prudhoe Bay from July 13th through the 18th! We invite you to attend one of our presentations hosted by Tyler Ryan, our Executive Director of Financial Services.

 

Anchorage

July 13th - Dinner at The Crows Nest @ 6 pm

Palmer/Wasilla

July 14th - Dinner at The Grape Tap @ 6 pm

Homer

July 15th - Dinner at Wasabi's Restaurant @ 6 pm

July 16th - Private appointments available

Prudhoe Bay

July 17th - Third Floor Conference Room of the Aurora Hotel @ 8 pm

July 18th - Third Floor Conference Room of the Aurora Hotel @ 8 am and 8 pm

 

Private appointments also available!



Don't miss the opportunity to meet with our dedicated team specializing in BP 401(k) and retirement planning. For further inquiry regarding appointment availability in your area please click here.

Securities and Investment Advisory services offered through Cetera Advisors LLC, an independent, registered broker-dealer and Registered Investment Advisor.  Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Spring 2015 

Lifestyles

Client Feature

 

Robert and Linda Gist

"Land of Dust"

 

Multop Financial takes great pride in introducing this edition's feature clients, Robert and Linda Gist. To learn about their commemorative efforts worldwide, please

click here.

BP Roundtable Session

When can I afford to retire?

If you are a BP employee who has been affected by recent corporate restructuring or are considering retirement in the next 6-12 months, don't miss this informative presentation! 

 

Friday, June 26th, 2015

8:30 am -10:00 am

Multop Financial

2210 Rimland Drive

Suite 101

 

Reserve your seat and hear Multop Financial's expert opinion on today's economy from your host, Tyler Ryan, by calling our office directly or simply by clicking here.

Congratulations Lauryn!

 

Kyle Vogt & Lauryn Peugh

 

Multop Financial would like to give a big congratulations to Lauryn Peugh, our Client Services Assistant, for her marriage to Kyle Vogt.

 

Effective May 2015, Lauryn will officially, formally and legally be known as Lauryn Vogt; pronounced "vote". To learn more about Lauryn and our team here at Multop Financial

click here.

Team Focus

Brianna Kastning

 

Introducing, Brianna Kastning! Many of you had the opportunity to meet Bri during tax season.

 

She will be rejoining our team in August after summer employment in Alaska. To learn more about Bri and her accomplishments 

click here.

Multop Spring Recipe

Fresh Olivier Salad

Looking for a fun and fresh summer dish? "Salad Olivier" is a unique, multi-cultural dish that is sure to be an instant favorite at upcoming barbecues and picnics.
 Click here to see the full recipe!

Annual Account Review 

Attention Clients 

Keep an eye out for your prescheduled annual account review appointment. We will be sending out meeting information beginning in June. If you have any questions please contact our office or email us by 

clicking here.

We appreciate your business and referrals. Please feel free to forward our current e-Compass to your friends and family.

 

www.multop.com

 

Regular Hours

 

Monday - Friday

9:00 - 5:00 pm

 

Multop Financial  

2210 Rimland Dr, Ste 101  

Bellingham, WA 98226

 

Phone: (360) 671-7891

Toll Free: (888)-671-7891

Fax: (360) 671-4963

Email: info@multop.com