Events & Learning

Upcoming Events

As part of our commitment to give back to the community, we offer educational events designed to empower you with the knowledge to make informed financial decisions.

These events reflect our core values and dedication to creating a meaningful impact in the Salem community and beyond.

Cultivating Your Financial Future: A Webinar for Mid-Career Oregon PERS Members

Thursday, May 1, 2025 | 12:00 – 1:00 pm
Zoom Webinar

Are you a mid-career Oregon PERS member looking to take charge of your financial future? Join us for a 60-minute virtual webinar designed to help you maximize your PERS benefits, boost your retirement savings, and navigate key financial decisions during this stage of your career. We’ll cover essential topics like understanding your PERS accounts, planning for job transitions, consolidating investments, and creating a comprehensive financial plan that aligns with your goals.

This webinar will be most useful to those of you who are 7-10 years from retirement and want to understand the tweaks you can make now to get you where you want to be at retirement.

Nurturing Your Next Chapter: A Webinar for Oregon PERS Members Nearing Retirement

Thursday, October 23, 2025 | 12:00 – 1:00 pm
Zoom Webinar

Are you an Oregon PERS member within a few years of retirement? Join us for a 60-minute virtual webinar to help you prepare for this exciting next chapter with confidence and clarity. We’ll discuss essential topics like reviewing your PERS benefits, preparing for Social Security and healthcare coverage, simplifying your financial accounts, and creating a comprehensive financial plan that ensures all the pieces of your retirement puzzle fit together.

This webinar will be most useful for those within 1-3 years of retirement who want actionable steps to get their financial house in order and make the most of their retirement benefits.

Financial Education

We enjoy hosting educational presentations and workshops across Oregon

Whether for employees at the state on retirement planning or donors to area nonprofits on effective philanthropy, sharing a new take on financial education is one of the ways Brenna gives back to the community. Reach out if you’re interested in having her speak to your organization on any of the following topics:

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

  1. The variables to plan for in retirement, including changes to income, expenses, healthcare, and the financial unknowns;
  2. The phases of and factors involved in retirement planning, including health, longevity, inflation, Social Security, and investments;
  3. Analysis of where you are today, your “point a,” including net worth, cash flow, and retirement resources; 
  4. Exploration of what you want retirement to look like, your “point b” and charting a path to get there; and,
  5. Prioritizing a life of contentment, avoiding a life of complacency.

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.

This 90-minute presentation is a collaboration between Collective Wealth Planning, Willamette Legacy Law, and Willamette Vital Health. Together, we cover the ins and outs of estate and financial planning issues that uniquely impact women, including:

  1. Managing financial transitions;
  2. Preserving your most treasured asset: your family;
  3. Considering the type of legacy you are leaving; and,
  4. Ways to protect and empower your wealth.

We cohost this conversation at least once a year, virtually or in Salem. To learn more and find the next event, visit https://womensworth.net/

Our Lending Library

Whether you’re a client, a community member, or simply curious about building your financial confidence, we invite you to explore the collection and borrow a book that speaks to you. Take your time, learn at your own pace, and return when you’re ready, so others can enjoy it too.

If there’s a specific topic you’d like to learn more about, let us know—we’d love to help you find the right resource. Together, we can create a community that is informed, empowered, and financially resilient.

Here are a few of the books we have available:

Together

Explores the science of connection and the impact of loneliness on health.

Author: Vivek H. Murthy

Who is this for?
Anyone seeking to strengthen relationships or combat loneliness.

Being Mortal

Examines the limitations of modern medicine in addressing the realities of aging and dying, advocating for a focus on quality of life.

Author: Atul Gawande

Who is this for?
Older adults, caregivers, and families seeking to understand and navigate end-of-life decisions.

The Art of Dying Well

Provides practical guidance and wisdom for navigating the final stages of life with grace and dignity.

Author: Katy Butler

Who is this for?
Older adults, caregivers, and anyone planning for a meaningful and prepared approach to end-of-life care.

How to Pay for College

Offers strategies for managing college costs without incurring excessive debt.

Author: Ann Garcia

Who is this for?
Parents and students preparing for higher education expenses.

The Price You Pay for College

A practical guide to making smart decisions about paying for college.

Author: Ron Lieber

Who is this for?
Parents and students weighing college costs and value.

Financial Freedom

Discusses actionable steps to achieve financial independence at any age.

Author: Grant Sabatier

Who is this for?
Young professionals and anyone pursuing early financial independence.

How to Money

A beginner-friendly guide covering essential financial topics such as budgeting, saving, investing, and credit.

Author: Jean Chatzky, Kathryn Tuggle, HerMoney Team

Who is this for?
Young adults and those new to managing money who want practical, straightforward financial advice.

Money Mammoth

Examines money behaviors and psychological barriers to achieving financial goals.

Author: Brad Klontz, Ted Klontz

Who is this for?
Those interested in improving financial habits and understanding money mindset.

Happy Money

Explores the emotional and psychological aspects of money.

Author: Ken Honda

Who is this for?
Anyone seeking to improve their emotional relationship with money.

The Psychology of Money

Provides insights into how emotions and psychology influence financial decisions.

Author: Morgan Housel

Who is this for?
Individuals curious about how their mindset impacts financial success.

The Soul of Money

Challenges readers to reframe their relationship with money, focusing on sufficiency, purpose, and conscious financial choices.

Author: Lynne Twist

Who is this for?
Anyone seeking a more meaningful and values-driven approach to managing their finances.

The Intelligent Investor

A seminal guide to value investing and risk management.

Author: Benjamin Graham

Who is this for?
Serious investors looking to build a strong, evidence-based portfolio strategy.

A Random Walk Down Wall Street

A classic guide to investing, explaining how to navigate financial markets.

Author: Burton Malkiel

Who is this for?
Beginners and seasoned investors seeking investing principles.

Activate Your Money

A practical guide that empowers women to align their financial decisions with their personal values and goals.

Author: Janine Firpo

Who is this for?
Women looking to take control of their finances and invest in alignment with their values.

Die With Zero

Advocates for spending your money wisely during your lifetime.

Author: Bill Perkins

Who is this for?
Pre-retirees and retirees focused on enjoying their wealth.

Intentional Wealth

Offers strategies to align wealth management with personal and family values.

Author: Courtney Pullen

Who is this for?
Families and high-net-worth individuals seeking purpose-driven financial planning.

How to Retire

Offers a step-by-step guide to preparing for retirement, covering topics like savings, investments, and lifestyle adjustments.

Author: Christine Benz

Who is this for?
Individuals approaching retirement who want a comprehensive and practical roadmap to retirement planning.

Family Wealth

Explores how families can preserve their wealth and values across generations through thoughtful planning.

Author: James E. Hughes, Jr.

Who is this for?
Families aiming to create lasting legacies and maintain family unity through wealth preservation.

Together

Explores the science of connection and the impact of loneliness on health.

Author: Vivek H. Murthy

Who is this for?
Anyone seeking to strengthen relationships or combat loneliness.

Being Mortal

Examines the limitations of modern medicine in addressing the realities of aging and dying, advocating for a focus on quality of life.

Author: Atul Gawande

Who is this for?
Older adults, caregivers, and families seeking to understand and navigate end-of-life decisions.

The Art of Dying Well

Provides practical guidance and wisdom for navigating the final stages of life with grace and dignity.

Author: Katy Butler

Who is this for?
Older adults, caregivers, and anyone planning for a meaningful and prepared approach to end-of-life care.

How to Pay for College

Offers strategies for managing college costs without incurring excessive debt.

Author: Ann Garcia

Who is this for?
Parents and students preparing for higher education expenses.

The Price You Pay for College

A practical guide to making smart decisions about paying for college.

Author: Ron Lieber

Who is this for?
Parents and students weighing college costs and value.

Financial Freedom

Discusses actionable steps to achieve financial independence at any age.

Author: Grant Sabatier

Who is this for?
Young professionals and anyone pursuing early financial independence.

How to Money

A beginner-friendly guide covering essential financial topics such as budgeting, saving, investing, and credit.

Author: Jean Chatzky, Kathryn Tuggle, HerMoney Team

Who is this for?
Young adults and those new to managing money who want practical, straightforward financial advice.

Money Mammoth

Examines money behaviors and psychological barriers to achieving financial goals.

Author: Brad Klontz, Ted Klontz

Who is this for?
Those interested in improving financial habits and understanding money mindset.

Happy Money

Explores the emotional and psychological aspects of money.

Author: Ken Honda

Who is this for?
Anyone seeking to improve their emotional relationship with money.

The Psychology of Money

Provides insights into how emotions and psychology influence financial decisions.

Author: Morgan Housel

Who is this for?
Individuals curious about how their mindset impacts financial success.

The Soul of Money

Challenges readers to reframe their relationship with money, focusing on sufficiency, purpose, and conscious financial choices.

Author: Lynne Twist

Who is this for?
Anyone seeking a more meaningful and values-driven approach to managing their finances.

The Intelligent Investor

A seminal guide to value investing and risk management.

Author: Benjamin Graham

Who is this for?
Serious investors looking to build a strong, evidence-based portfolio strategy.

A Random Walk Down Wall Street

A classic guide to investing, explaining how to navigate financial markets.

Author: Burton Malkiel

Who is this for?
Beginners and seasoned investors seeking investing principles.

Activate Your Money

A practical guide that empowers women to align their financial decisions with their personal values and goals.

Author: Janine Firpo

Who is this for?
Women looking to take control of their finances and invest in alignment with their values.

Die With Zero

Advocates for spending your money wisely during your lifetime.

Author: Bill Perkins

Who is this for?
Pre-retirees and retirees focused on enjoying their wealth.

Intentional Wealth

Offers strategies to align wealth management with personal and family values.

Author: Courtney Pullen

Who is this for?
Families and high-net-worth individuals seeking purpose-driven financial planning.

How to Retire

Offers a step-by-step guide to preparing for retirement, covering topics like savings, investments, and lifestyle adjustments.

Author: Christine Benz

Who is this for?
Individuals approaching retirement who want a comprehensive and practical roadmap to retirement planning.

Family Wealth

Explores how families can preserve their wealth and values across generations through thoughtful planning.

Author: James E. Hughes, Jr.

Who is this for?
Families aiming to create lasting legacies and maintain family unity through wealth preservation.

If there’s a specific topic you’d like to learn more about, let us know—we’d love to help you find the right resource. Together, we can create a community that is informed, empowered, and financially resilient.

How CWP Is Making A Difference

Organizations we support with our resources