Events & Learning

This 60-minute presentation is popular among state/public organizations and focuses on:

1. A high level overview of your Oregon PERS benefits, including your pension and Individual Account Program (IAP);
2. A review of the other savings vehicles you have available, including 457(b) and 403(b) accounts, and the IAP makeup;
3. Transition planning, whether it’s leaving Oregon PERS employment, retiring fully or returning to work while claiming your pension;
4. Prudent management of outside investments, including consolidating orphaned accounts, correcting misaligned risk and removing duplicate holdings;
5. Big picture planning as to how each of these elements plays a role into your long term plan; and,
6. The six key action items for you to implement after our time together.

This 60-minute presentation is designed for Oregon PERS members who are within a few years of retirement and focuses on:

1. A high-level overview of your Oregon PERS retirement benefits, including pension tiers, payout options, service purchases, and the Individual Account Program (IAP);

2. Retirement timing considerations, including “normal” vs. early retirement, bridges to Social Security and Medicare, and profession-specific nuances;

3. Income planning in retirement, bringing together your PERS pension, Social Security, deferred compensation plans (457(b) / 403(b)), IRAs, Roth accounts, and other investments;

4. Anticipating key expense changes, with particular attention to healthcare, housing decisions, and lifestyle shifts in retirement;

5. Big-picture planning to connect the dots, integrating income, expenses, taxes, inflation, estate planning, insurance, and investment strategy; and

6. Clear next steps and action items, designed to help you move from education to implementation as you prepare for retirement.

This 60-minute presentation is popular among those nearing/in retirement and will cover:

1. Discussion of traditional financial literacy programs and why they’re ineffective.
2. Four case studies and the lessons we can learn from each:
   • Case study #1: Career changer in his mid-50s transitioning from W2 to consulting work.
   • Case study #2: A couple on the cusp of retirement and considerations they’re facing.
   • Case study #3: A recently widowed woman in her early 70s and the changes she needs to make.
   • Case study #4: A couple in their mid-80s considering the legacy they’re leaving.
3. Each case study covers investment considerations, tax-efficient strategies, and other key areas critical to a healthy financial plan.

This 60-minute workshop is often given to area nonprofits and foundations and focuses on:

1. Resources to take a high-level overview of your current charitable approach;
2. Guidance on how to create a custom philanthropic philosophy;
3. Effective approaches to instill a gifting mindset across generations;
4. Discussion of the various tax-efficient ways to meet philanthropic wishes; and, 
5. Strategies for vetting 501(c)3s.

This 30-minute presentation is excellent for civic organizations/clubs and focuses on:

1. The foundations of trust in a client/advisor relationship;
2. Money as both a practical and emotional issue;
3. The differences between financial stress and financial anxiety;
4. An overview of the titles, credentials, and fee structures in the industry; and,
5. Tips on finding an advisor that’s a great fit for your unique situation.