Skip to content
Collective Wealth Planning
Financial Planning and Wealth Management for Oregon PERS Members & Retirees
Collective Wealth PlanningCollective Wealth Planning
  • Home
  • Who We Serve
    • Oregon Public Employees
    • Retirees
  • How We Do It
    • Project-Based Financial Planning
    • Ongoing Wealth Management
  • About
    • Our Team
    • Blog & News
    • Upcoming Events
    • FAQ
    • Disclosures
Get Started
  • Home
  • Who We Are
    • Oregon Public Employees
    • Retirees
  • How We Do It
    • Project-Based Financial Planning
    • Ongoing Wealth Management
  • About
    • Our Team
    • Blog
    • Events
    • FAQ
  • Get Started

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.

Brenna Baucum's avatar

Author: Brenna Baucum

https://collectivewealthplanning.com/

CERTIFIED FINANCIAL PLANNER™ professional

Post navigation

PreviousPrevious post:“Anytime” ResolutionsNextNext post:How Has the SECURE Act 2.0 Changed RMDs?

 

Contact

Email: hello@collectivewealthplanning.com

Phone: (503) 476-1142

Address: 393 State St. Ste 230 Salem, OR 97301

Let’s Stay
In Touch

Join the Collective Wealth Planning newsletter to receive more financial resources
This field is for validation purposes and should be left unchanged.
Name(Required)

Recent Posts

  • Q3 2025 Market Review
  • Oregon PERS Vacation Payout – Does it Count Toward Your Pension?
  • 2025 Tax Law Changes for Workers: 9 Key Highlights from the One Big Beautiful Bill
  • Q2 2025 Market Review
  • 2025 Tax Law Changes for Retirees: Top 10 Provisions from the One Big Beautiful Bill Act

Client Access

Disclosures

Contact
Address
Collective Wealth Planning

© Collective Wealth Planning 2025

Collective Wealth Planning, LLC is a licensed investment adviser in Oregon. The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing. 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. 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.
Go to Top