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.
Free Estate & Financial Planning Workshop
Wednesday, December 3, 2025 | 12:00 – 2:00 pm
Chemeketa Center for Business and Industry, 626 High St NE, Salem, OR 97301
Over this informative two-hour lunch session, you’ll first hear from estate planning attorney Maria Schmidlkofer, who will help you learn how to avoid common mistakes made in wills and trusts. Uncover hidden pitfalls that can be costly and time-consuming for your loved ones. Then, Collective Wealth Planning founder Brenna Baucum will walk you through four real client case studies, exploring the financial planning opportunities and challenges that arise during major life transitions—career changes, retirement, widowhood, and legacy planning. Through their learnings, you can learn powerful investment, tax and estate planning techniques to consider in each age and stage.
This event is designed for individuals 50+ who want to better understand the opportunities and challenges ahead, and how the right legal and financial strategies can make a meaningful difference today and in the years to come.
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:
- A high level overview of your Oregon PERS benefits, including your pension and Individual Account Program (IAP);
- A review of the other savings vehicles you have available, including 457(b) and 403(b) accounts, and the IAP makeup;
- Transition planning, whether it’s leaving Oregon PERS employment, retiring fully or returning to work while claiming your pension;
- Prudent management of outside investments, including consolidating orphaned accounts, correcting misaligned risk and removing duplicate holdings;
- Big picture planning as to how each of these elements plays a role into your long term plan; and,
- The six key action items for you to implement after our time together.
This 60-minute presentation is popular among those nearing/in retirement and will cover:
- Discussion of traditional financial literacy programs and why they’re ineffective.
- 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.
- 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:
- Resources to take a high-level overview of your current charitable approach;
- Guidance on how to create a custom philanthropic philosophy;
- Effective approaches to instill a gifting mindset across generations;
- Discussion of the various tax-efficient ways to meet philanthropic wishes; and,
- Strategies for vetting 501(c)3s.
This 30-minute presentation is excellent for civic organizations/clubs and focuses on:
- The foundations of trust in a client/advisor relationship;
- Money as both a practical and emotional issue;
- The differences between financial stress and financial anxiety;
- An overview of the titles, credentials, and fee structures in the industry; and,
- 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:
- Managing financial transitions;
- Preserving your most treasured asset: your family;
- Considering the type of legacy you are leaving; and,
- 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
