Register for Retirement & Financial Planning Conference - Beaverton

General Session

Welcome & Opening Remarks 8:00am to 8:05am PST

General Session

Updates on the Big Beautiful Bill 8:05am to 9:05am PST

General Session

Navigating Concentrated Stock Positions 9:05am to 10:05am PST

General Session

Break 10:05am to 10:20am PST

General Session

Estate Planning Considerations for Oregon and Washington Residents 10:20am to 11:20am PST

General Session

Charitable Giving Strategies 11:20am to 12:20pm PST

General Session

Lunch 12:20pm to 1:20pm PST

General Session

State of the Social Security System 1:20pm to 2:20pm PST

General Session

The Family Office – Role of the Professional Trustee 2:20pm to 3:20pm PST

Breakout Session

Break 3:20pm to 4:35pm PST

More Than A Move: The Myths & Truths of Senior Living 3:35pm to 4:35pm PST

General Session

Closing Remarks & Conference Adjourns 4:35pm to 4:35pm PST

materials

Paperless / Electronic Materials

Electronic materials will include the latest up-to-date version of the presentation.

Hardcopy Materials

Deadline to order hard copy (printed) materials is 14 days prior to event date (11/04/2025).

Event Registration