OUR EVENTS

At Harlow Wealth Management, we understand the need for comprehensive retirement planning. We’re happy to offer a variety of ways for you to interact with us to get the financial information best suited for you. Learn more by checking out our calendar to find out about our upcoming events and webinars.

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, November 7th 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 ask@harlowwealth.com

 

Taxes and Your Retirement
Lunch and Learn Edition

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, November 12th at 12 Noon
Venue: Royal Oaks Country Club
8917 NE Fourth Plain Blvd
Vancouver, WA 98662
First time seminar attendees only. This is not a client event.
You must RSVP in advance to attend. Please inquire at ask@harlowwealth.com

 

Client Events

FISH Vancouver
Date: Thursday, November 14th from 10:00am to Noon ( Lunch Noon-1pm)
Venue: FISH Vancouver
906 Harney St, Vancouver, WA 98660
This is a client only event
RSVP available closer to event date

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