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January 2023 Message – Happy New Year and Welcome

Jan12023
NewsVlogs

Happy New Year!

We’re excited to welcome you to the official launch of Collective Wealth Planning. Listen to founder Brenna Baucum as she shares the why behind her decision to start the practice.

Author: Brenna Baucum

https://collectivewealthplanning.com/

CERTIFIED FINANCIAL PLANNER™ professional and a Certified Tax Specialist™

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Events

We would love to see you at one of our upcoming events. Click the links below for more detail.

October 27, 2024
Women’s Worth
Chemeketa Ag Complex

This is a free financial, estate, and end-of-life event developed by and for women. This is the sixth year we’ve hosted this popular event. Our aim is to provide useful information for women of all ages and stages of life.

November 7, 2024
Life-Guided Financial Planning
Kaneko Auditorium

Using case studies from real clients, we’ll provide life-guided examples of how interconnected the facets of our financial life are, how comprehensive financial planning can ensure confidence, and what you need to know as you navigate the financial services industry. This free event is hosted by the Willamette University Institute of Continued Learning and is open to guests.

January 25, 2024
The Giving Workshop: Building Your Philanthropic Philosophy
CCBI

During this free workshop, we’ll explore the why, how, and what of philanthropy. Join us to define your core values, discover diverse giving approaches, and learn about tax-efficient strategies to make a lasting impact.

Contact

Email: hello@collectivewealthplanning.com

Phone: (503) 476-1142

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Collective Wealth Planning LLC (CWP) is a registered investment advisor offering advisory services in the State of Oregon and in other jurisdictions where exempted. 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. Follow-up or individualized responses to consumers in a particular state by CWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to applicable state exemptions. 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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