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.
Secure Your Financial Future:
Join Us For An Upcoming Harlow Wealth Management Seminar!
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Discover strategies to help protect and grow your wealth
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Learn how to help maximize retirement income & minimize taxes
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Gain insights from experienced financial professionals
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Get answers to your biggest financial questions
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, October 30th 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. To RSVP, please call 888-629-9089.
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 6th 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. To RSVP, please call 888-629-9089.
Lunch and Learn (Client and Guest Only Event)
Estate Planning & Taxes: How to Protect Your Family and Wealth is a one-of-a-kind session hosted by Harlow Wealth Management. You won’t want to miss the important advice we’re offering to help you secure your financial future.
When: Wednesday, October 15, 2025, from 11:30 AM to 1:30 PM
Where: The Litton Room, Royal Oaks Country Club, 8917 NE Fourth Plain Blvd, Vancouver, WA 98662
Cost: FREE, including a delicious lunch prepared by the chefs at Royal Oaks Country Club
Why Attend?
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! Justin Martin, a seasoned Estate Planning Attorney and President of Myatt & Bell, will be available to answer your questions and provide practical strategies to help safeguard 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.
This is a unique opportunity to receive experienced guidance that will help you secure your family’s financial future. Don’t miss out—reserve your spot today before spots fill-up!
To RSVP, simply email us at events@harlowwealth.com and let us know if you’ll be bringing any guests.
***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.***
We look forward to helping you secure a brighter future for you and your loved ones!