October 2024 - 3 months left; how is your to-do list looking?

In this month's update, Collective Wealth Planning founder Brenna Baucum highlights why October is the perfect month to take the first right step toward checking some essential tasks off your to-do list.
She also discusses resources for understanding the Oregon PERS Individual Account Program (IAP), an upcoming workshop on building your legacy, and the relatively new view of elderhood as "the fourth age."
Resources mentioned in the video:
- What is the Oregon PERS IAP (Individual Account Program)? collectiveweal...
- Learn more and register for the Building Your Legacy Workshop: chemeketa.than...
- The Fourth Age - Journey Into Elderhood: collectiveweal...
- Collective Wealth Planning Facebook: / collectivewealthplanning
- Collective Wealth Planning LinkedIn: / collective-wealth-planning
- Collective Wealth Planning Website: collectiveweal...