We had a wonderful time yesterday, welcoming a group of over 60 people to join us for our seminar, “Providing Financial Wisdom Leadership and Planning in Tumultuous Times.” 99% of those who RSVPed attended, which made for lively conversation and questions throughout. David Cahoone, PA covered tax law changes, opportunities within charitable gifting and updates to consider moving forward. Larry reviewed…
Once a quarter, we share a little bit about what’s going on in the lives of our team. Here’s what the last three months looked like for us. Michelle spent the fall doing things she loves. She’s enjoyed several plays and musicals around our area. Shortly before this newsletter went to print, she (and about two…
We are happy to announce our newest team member, Sarah Sepulveda. As a client service specialist, Sarah will be working in depth on the administrative details of client accounts. Processing withdrawal requests, preparing paperwork for client meetings and proactively finding ways to serve our client families are all part what she will be doing at the…
Thanksgiving week can be just another week, full of commitments and business. Or, it can be a time of reflection. We chose the latter. This week, we took some time as a team to share our gratitude. Gratitude for each other, for the meaningful work our firm empowers us to do, and most of…
January brings about an opportunity to reset and reframe the year ahead. Join us for a free financial and economic update to get 2019 off to a great start.
PROVIDING FINANCIAL WISDOM, LEADERSHIP AND PLANNING IN TUMULTUOUS TIMES
When: January 22, 2019 | 4 – 6pm
Where: Illahe Hills Country Club | 3376 Country Club Drive S. Salem, OR 97302
Once a quarter, we take a few minutes to update you on what’s going on with our team. Here’s what has been happening in our world(s). Over the summer, Michelle spent a lot of time near or on the water: staying at the Sylvia Beach Hotel in Newport (a MUST for book-lovers!) and taking a couple…
Over the weekend, Brenna and I spent a part of our morning taking “Steps to Safety.” This was the name of the walk/run event hosted by the Center for Hope and Safety on Saturday morning. Part fundraiser, part awareness-builder, part health-and-wellness focuser, the event worked to highlight the important work that they do in our…
Last week, I enjoyed leading a class for the Neighborhood Economic Development Corporation (NEDCO) and their Financial Foundation course. For more than 35 years, NEDCO has been building opportunities in our community. By supporting financial stability and responsible homeownership, providing access to markets for local farmers and food producers, and creating unique programs for micro-businesses,…
It was our pleasure to serve as table captains at today’s Champions for Children luncheon. Liberty House Child Abuse Assessment Center holds this fundraising luncheon every fall in an effort to spread the word about the vital services they provide to our community’s most vulnerable. This year, we learned about the progress of their relatively…
Lifelong learners make the best financial planners. It’s a vital part of what makes us not only a knowledgeable resource, but a trustworthy partner for our clients. Every fall, a handful of these financial planners attend a unique retreat. Where thought leaders from our industry (and often, others) gather together to share ideas, stories and inspiration…