Ironlight

BMO is Boldly Growing the Good in Business and Life in Lake Oswego, OR! Tremendous panel event last week at Ironlight with BMO’s team of experienced professionals for a strategic discussion on Business Succession Planning. Thank you, Steve White JD, CFP® and Nick Unan, for providing practical and actionable ideas on: ·        Considerations to take when beginning the process ·        Personal and business succession planning alternatives ·        The importance of knowing the value of your business Assemble your team and start planning early was the biggest takeaway!!

Had an amazing time at the CorksCREW event hosted by CREW Portland ! So great to spend time with friends in the industry and meet some wonderful new folks. Thank you for a fantastic evening! Hosted at the gorgeous Ironlight event space in the Beacon Lake Oswego building (that happens to be one of my clients @ DeSantis Landscapes!) cheers to full circle moments with good people 🥂

Yesterday, our Corporate Retirement Plan Team had the privilege of hosting our annual Fiduciary 2.0 Training! Thank you to all who were able to attend! If you weren't able to join the fun and are interested in learning more about Aldrich Wealth Corporate Retirement Plans and discussing quality plans with fiduciary guidance, please click the link below to connect directly with one of our experts. https://lnkd.in/gAz8gXRr Special thank you to Ironlight, Elephants Delicatessen, Ok Omens, and Brent Braun for their dedicated efforts in making this event another success! #CorporateRetirementPlans #401k #FiducaryGuidance #PortlandOregon #AldrichWealth