Please Check Below for Our Upcoming Events & On-Demand Webinar Events.
Hosted by Harlow Wealth Management, our events are offered complimentary to our community, through a variety of formats, including in-person seminars and webinars. Stay informed about today’s economic climate and learn more about retirement options by joining us at one of our financial seminars or online webinars. Call today or fill out the below to get started.
Live Seminars
Taxes and Your Retirement
Description: Are you approaching retirement or already retired and want to get the most out of your money? This event, co-presented by our on-staff CPA and former IRS agent, aims to shed light on the complexities of retirement taxation, enabling you to make well-informed decisions regarding your finances.
Unlock the Power of Tax Minimization Strategies:
-Tax Efficient Planning: Help reduce taxes on your Social Security benefits, capital gains, interest income and more.
-Shielding Your Retirement Nest Egg from Potential Future Tax Hikes: Are you prepared for the possibility of dramatically higher tax rates in your retirement?
-Strategic Asset Placement: Learn how prudent asset placement can optimize your portfolio and potentially reduce your overall tax liability.
Date: Thursday, February 27th at 6:30 PM
Venue: El Gaucho-Vancouver
510 Waterfront Wy, Vancouver, WA 98660
First time seminar attendees only. This is not a client event.
You must RSVP in advance to attend. Please inquire at events@harlowwealth.com
Client and Guest Lunch and Learn
Estate Planning & Taxes: How to Protect Your Family and Wealth
Description: If you’ve ever wondered how estate taxes might affect the wealth you plan to pass on to your loved ones, this event is for you! Bryce Kaufman, an experienced Estate Planning Attorney from Myatt & Bell, will be on hand to answer all your questions and share actionable strategies to help protect your legacy.
What You’ll Learn:
-Estate Taxes 101: Understand how estate taxes, in Oregon, Washington, and federally, could impact your wealth, and how to address them.
-Tax-Efficient Estate Planning: Gain insight into essential estate planning documents, the key differences between wills and trusts, and proven strategies to help minimize taxes.
-Protect Your Legacy: Learn how to avoid probate, safeguard your assets, and help ensure your wealth is distributed exactly as you wish.
Date: Wednesday, March 19th, 2025, from 11:30 AM to 1:30 PM
Venue: The Litton Room, Royal Oaks Country Club, 8917 NE Fourth Plain Blvd, Vancouver, WA 98662
Client and guest event only.
You must RSVP in advance to attend. Please inquire at events@harlowwealth.com
**Please note, all guests must be confirmed in advance by phone or email. We look forward to receiving your RSVP and will reply with a confirmation.***
Client Volunteer Event
Harlow Helps The Humane Society for Southwest Washington
Description: Please join us as we partner with the Humane Society for Southwest Washington to help more local animals get adopted. Each year, HSSW cares for thousands of pets. They provide shelter to lost and stray animals, a refuge from abuse and neglect, essential medical care, and a lifesaving second chance. Please come out and help Harlow volunteer to help make snacks for the animals.
Date: Thursday, Feb 27, 2025 from 10 am to Noon
Venue: Humane Society for Southwest Washington
1100 NE 192nd Ave, Vancouver, WA 98684
You must RSVP in advance to attend. Please inquire at events@harlowwealth.com