Past Events 

Yearly Seminars Including:

  • Overview of State and Federal Estate Tax, Wills, Trusts & the "Nuts & Bolts" of an Estate Plan

  • 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!