📢 Upcoming Webinar – September 15th at 4:00 PM | Via Zoom

📜 Tax Planning for Wealth Preservation and Growth

Join us for Tax Planning for Wealth Preservation and Growth, an educational seminar exploring strategies that may help you make more intentional decisions about taxes, retirement income, charitable giving, and wealth transfer. We’ll cover Roth conversions, qualified charitable distributions, gifting strategies, and Oregon estate-tax considerations to help you better understand the opportunities available for preserving and growing wealth.

Join us via Zoom on September 15th at 4:00 PM to gain a clearer understanding of how these key planning tools work together to help protect your legacy and support your long-term goals.

👤  Hosted by: Shiloh Powers

🎤 Guest Speaker: Eric Kaster from BKS Certified Public Accountants