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Collective Wealth Planning
Financial Planning and Wealth Management for Oregon PERS Members & Retirees
Collective Wealth Planning
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  • Home
  • Who We Serve
    • Oregon Public Employees
    • Retirees
  • How We Do It
    • Hourly Consultation for Oregon PERS Members
    • Ongoing Wealth Management
  • Our Team
    • Collective Wealth Planning Team
    • Blog
    • Events
    • FAQ
    • Disclosures

Daily Archives: November 20, 2023

hands pointing to an oregon pers benefit estimate

How to Read Your Oregon PERS Benefit Estimate

News, Oregon Public Employees, VlogsBy Brenna BaucumNovember 20, 20234 Comments

Oregon PERS Benefit Estimate – How to Read Yours Your Oregon PERS Benefit Estimate – An Important but Confusing Document I recently attended a continuing education event where a representative from Oregon PERS spoke and walked us through a sample Oregon PERS Benefit Estimate. The room was filled with about 75 advisors. As we neared…

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Collective Wealth Planning, LLC is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. Opinions expressed herein are solely those of CWP, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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