Talk Money With Your Honey -
In February, we are encouraged to celebrated love and relationships. What could possibly disrupt our feelings of love? Money. When we talk about money in relationships of any kind, we’re bound to find some frustration and tension. But it doesn't have to be that way!
Join Julia M. Carlson, AIF®, CEO and Founder, and Jason H. Harris, CFP®, Vice President, as they walk you through how to have open and honest money conversations with your partner. Having regular financial dates can help you build a money plan together and create systems to harness the power of each other’s strengths.
Plus, we have a few tips for those talking money without a partner. Everyone’s welcome to join in and learn!
February 10th 2021
Market Update and Tax Planning - Julia M. Carlson, CEO and Founder, Chandran Rajaratnam, President, and Jason H. Harris, CFP®, Vice President, hosted our first educational webinar of the year. They shared an exciting announcement about our new east coast location, introduced our new team members, provided a market update, and discussed tax planning.
January 13th 2021
Your Love Letter For a Lasting Legacy - Coping with the death or the disability of a loved one is difficult. Join Julia M. Carlson, CEO and Founder, and guest Reverend Holli E. Rajaratnam, Ordained Ministerial Counselor, as they discuss why a love story has more ability to heal and connect us than a financial story ever could. During the Webinar, they will share how writing a Love Letter could help your loved ones heal after you are gone and continue your legacy.
Please visit our Resources Page to learn more about how to write a love letter that could help your loved ones heal after you are gone and continue your legacy.
December 9th 2020
Post-Election Year-End Financial Planning Webinar - With election day behind us, Julia Carlson, Founder and CEO and David J. Wright (DJ), Portfolio Manager and Wealth Advisor will go over year end tax planning strategies, provide a market update and review charitable giving opportunities.
November 11th 2020
Oregon PERS & Your Retirement Strategy - Join Julia M. Carlson, CEO and Founder of Financial Freedom Wealth Management Group, and Jason Harris CFP®, Vice President, as they walk you through an overview of Oregon PERS and how it fits into your retirement strategy.
October 14th 2020
Pre-Election Financial Planning Webinar - Julia will be discussing how the results of the 2020 Election may impact your investments and tax planning. She will provide a detailed review of tax policy proposals from both major party candidates, as well as planning ideas and charitable giving strategies for either administration.
October 7th 2020
Medicare and Market Update - Chandran Rajaratnam, President of Financial Freedom Wealth Management Group, will guide you through Medicare and Medicare approved plans from private insurers. In addition, our Vice President, Jason Harris, and one of our Wealth Advisors, DJ Wright will provide a market update in preparation for the election.
September 9th 2020
Principles of Long-Term Investing - Discover key principles that will help you invest with resilience during a time when negative marketing headlines can create panic, and investing has become increasingly complex.
August 12th 2020
Estate Planning 101 - Discover the Basic Elements of an Estate Plan and Why You Should Have One
July 8th 2020
Take Control of Your Money & Pursue Financial Freedom - Basics of Personal Finance & Money Management
June 10th 2020
2020 Spring Webinar 3 - Market Update & Retirement Planning Considerations
May 11th 2020
2020 Spring Webinar 2 - Market Update & The SECURE Act
April 21st 2020
2020 Spring Webinar 1 - Market Update & Our Investment Strategy
April 8th 2020
Take Control of Your Money
Julia Carlson & DJ Wright May 21st 2019
Investing For Your Future
Julia Carlson & DJ Wright July 16th 2019