Northwest Forum Virtual Meeting

Thursday, September 24, 2020
9:00 AM - 12:00 PM Pacific Time
 
 
WHAT WE’LL COVER
 

On behalf of the WealthCounsel Northwest (OR) Forum Leader, Kristin Gaston, you are invited to attend this complimentary forum meeting.  During this virtual meeting, we will focus on Oregon specific Wealth Docx change requests for the first half of the meeting, and then we will change gears and discuss the SECURE Act.

The next virtual meeting will be held either November 5th or 12th.  You will have an opportunity to vote on the November date and topic when you register for the September meeting.