Tax Smart Retirement Strategy by St Ores Wealth Management

It is important to consider your taxes when planning retirement.
----------------------------------------------------------------------------------------
Katie St. Ores CFP®, ChFC®, EA, LTC
• 97 Hours of Continuing Education each year to maintain Professional designations
• CFP® - Certified Financial Planner
• ChFC® - Chartered Financial Consultant
• EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury
• Licensed Tax Consultant -Licensed by the State of Oregon
• Registered Investment Adviser- Oregon Div. of Financial Regulation
• Tax Accountant - Markusen & Schwing CPA's
• Certified Investment Management Analyst program -Wharton - University of Pennsylvania
• Certified Mergers & Acquisition Advisor program - Loyola University
• Certificate in Accounting - UC Berkeley
• Master of Science in Project Management - University of Wisconsin
• Master’s in Administrative Management with Honors - Moscow State University
• ACAMS - Anti-Money Laundering Specialist Program
• KZbin - Educational Channel-Finance, Investment, Taxes
• Series 63 - Uniform Securities Agent State Law Exam
• Financial Advisor, Tax Consultant - St. Ores Wealth Management
Katie St. Ores Yamhill County
Offices across from the Yamhill County Treasurer & Yamhill County Courthouse
McMinnville, Oregon 97128
Katie St. Ores CFP®, ChFC®, EA, LTC
St. Ores Wealth Management llc
www.SaintOres.com
2020 Women’s Initiative (WIN) CFP® Board
2020 Financial Women to Watch on KZbin