CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist™

Salem Reads 2025

Thank you for coming! As I said during my opening remarks, thank you for sharing one of your most precious resources – your time – with me. I hope you found the information empowering and walked away with a few practical learnings you can apply. Throughout my presentation, I shared several resources to explore. You…

Building Your Legacy Workshop

Thank you for coming! As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope the exercise of composing your unique philanthropic philosophy was enlightening, and helpful in your giving journey. Below I’ve linked to various links to continue your learning. Please don’t hesitate…

What is the Oregon PERS IAP (Individual Account Program)?

What is the Oregon PERS IAP (Individual Account Program)? If you’re a member of the Oregon Public Employees Retirement System (PERS), you’ve likely encountered the term “Individual Account Program” or IAP. But what role does it play in your retirement plan, particularly with respect to the other parts of your Oregon PERS benefits like your…