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
Over appetizers and libations, we’ll discuss:
- New tax-wise planning strategies
- 2019 economic forecast
- Current developments
- What should you be doing differently?
Our own Larry Hanslits, CFP® along with nationally recognized attorney and speaker, David Cahoone, PA will host this lively presentation.
Larry has spent over half his life in this industry and developed a talent for explaining difficult money concepts simply. He’s often collaborating with clients on retirement planning, business buyouts, and the challenges of leaving a career they love. In addition to his work with clients, Larry speaks at collegiate and professional events for various organizations throughout the state and country. He serves on the Investment Policy Committee for The H Group, Inc. which provides strategies and guidance to the portfolio management team.
David Cahoone, PA practices in the area of estate and wealth strategies planning, charitable planning and business planning. He is the founding principal and faculty member at the Laureate Center for Wealth Advisors, principal of the Founders Group, owner and faculty member of Advanced Wealth Studies Institute, program developer and faculty member of the Chartered Wealth Advisor Program and past president and director of Education for the Esperti Peterson Institute. David is an established author, co-writing several books and articles and has been featured on radio and television regularly.
To register, please complete the form below, then keep an eye on your inbox. We will send out a couple of reminders leading up to the event.