This three-part program examines key elements of comprehensive financial planning, including retirement benefits, estate and inheritance taxes, and values-based client advice. Participants will explore how retirement systems, tax considerations, wealth transfer, family goals, and personal values intersect to support effective financial planning and client relationships.
Part I: Estate & Inheritance Taxes
Review of the history and current structure of federal, Oregon, U.S. state, and international estate and inheritance taxes, including key planning considerations and potential reforms.
Part II: Values-Based Financial Planning
Exploration of changing client expectations and practical strategies for incorporating values, purpose, family, and legacy into the financial planning process.
Part III: Retirement Planning & PERS
Overview of PERS plans, benefit calculations, IAP options, retirement estimates, and member resources, with a focus on incorporating retirement benefits into client planning.