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  • Home
  • Who We Are
    • Oregon Public Employees
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    • Project-Based Financial Planning
    • Ongoing Wealth Management
  • About
    • Our Team
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    • Events
    • FAQ
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Daily Archives: September 9, 2024

Journey Into Elderhood: Embracing the Fourth Age

Blogs, News, RetirementBy Brenna BaucumSeptember 9, 2024

This month, I started taking an online course to deepen my expertise in a field near and dear to my heart: serving as a thought partner for my clients as they age. The course will leave me with an “Elder Care Specialist” designation and, ideally, equip me with better ways to serve my client families,…

Collective Wealth Planning

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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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