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, April 24th 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 Events
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, May 21st, 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.***
Taxes and Tariffs
Description: A fast-paced, insightful seminar that cuts through the noise and breaks down what’s really driving today’s markets. The headlines may seem unprecedented, but history has a funny way of repeating itself. We’ll dive into past crises and sell-offs to reveal familiar patterns and show how they may be similar to today’s challenges. Most importantly, we’ll highlight why having a solid plan—and sticking to it—may be your best strategy for long-term success.
What You’ll Learn:
-What’s really driving today’s market moves—and why it may matter now more than ever
•What past crises and sell-offs can teach us—different headlines, common themes
•Why a solid plan (and the discipline to stick to it) may be your best defense
About the Guest Speaker:Tom Siomades is the Chief Market Economist at AE Wealth Management with over 35 years of industry experience. A West Point graduate and former U.S. Army officer, Tom blends deep financial expertise with real-world perspective to make complex investing topics relatable. He specializes in portfolio management, asset allocation, and advisor support—and brings a disciplined, client-focused approach to everything he does.
Date: Thursday, May 8th, 2025, from 11:30 AM to 2:00 PM
Venue: The Ballroom, 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.***