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169 West 6th Avenue, Suite 102, Eugene, OR 97401

(541) 683-0766
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September 2022 - Partnership, Maternity Leave, Yearend Checklist for Business Owners & more

September 2022 - Partnership, Maternity Leave, Yearend Checklist for Business Owners & more

September 09, 2022

We are excited to share our second quarterly newsletter, On the Bright Side, with you. 

In this edition, you'll find a market update, a reminder about Required Minimum Distributions, contributions, and other deadlines, a checklist for business owners, and other fun news we are excited to share with you, including the transition from First Allied Securities to more fully merge with our long-time parent company, Cetera Advisors. 

In addition, please note: maternity leave is coming up at the end of this month. Don't hesitate to reach out with questions, our team is here to help while I have a temporary reduction in availability while we are welcoming a new baby!

Click the link below to access the PDF.

September 2022 - Newsletter: On the Bright Side 

As always, we appreciate you and your business. Looking forward to staying in touch as we head into fall. 

- Emily and the Bright Future Wealth Management Team


Contact

Office: (541) 683-0766

Fax: 541-343-8638

169 West 6th Avenue, Suite 102

Eugene, OR 97401

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