Events
Past Events
Yearly Seminars Including:
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Overview of State and Federal Estate Tax, Wills, Trusts & the "Nuts & Bolts" of an Estate Plan
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Serving Up a Slice of Retirement Pie, a Social Security Strategy Seminar
A Stellar Event: The Total Eclipse 21st August 2017
In the summer of 2017 Oregon was treated to the event of a lifetime, a total solar eclipse! Oregon Wealth Management hosted a client appreciation event in honor of the eclipse at Western Oregon University in Monmouth, Oregon. Our clients enjoyed breakfast, a total eclipse, and a wine happy hour on campus and had a great time!
Upcoming Events
Estate Planning Seminar
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October 18th 2024, Lake Oswego
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November 15th 2024, Salem
Cookies and Cocoa with Santa
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December 7th 2024, Salem