Carter & Carter Financial

Our involvement in the community is reflective of the philanthropic endeavors in which we participate.

• Speakers Bureau
• Upcoming Class Schedule
• Community Service
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At Carter & Carter Financial, we know that savvy, well-informed investors make better financial decisions. To this end, we proudly offer informative, no-cost financial seminars to our clients and the community.

And for civic organizations looking to round out their agendas, our Speakers Bureau offers thoughtful, well-prepared financial presentations. The presentations listed below are a sampling of the different financial topics available through Carter & Carter Financial.

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• Social Security Seminar
• 5 Years to Retirement
• Surving and Thriving in a Bear Market
Please contact us to register for future events...
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Current community-based boards, commissions and organizations that we have served both in personal voluntary time and financial involvement include:

• United Way of Lane County
• American Cancer Society
• American Red Cross
• DIVA
• Eugene Symphony
• Greenhill Humane Society
• Eugene Chamber of Commerce
• Equity Foundation
• Florence Rotary
• Lane Memorial Blood Bank
• KIDSPORTS
• KLCC Radio
• Mount Pisgah Arboretum
• Mid Oregon Financial Planning Association
• The Science Factory
• The Shedd Institute
• U of O Alumni Association
• U of O Women’s Basketball
• Zonta Club of Eugene Foundation

This list does not include schools and church associations.

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Carter & Carter Financial continues to support many additional non-profits in Lane County.