Client Events
2024 Spring Focus Workshop: Trustee Empowerment
Trusts are commonly used for estate planning, but what are the benefits and the possible pitfalls of a trust?
Estate Planning Attorney and speaker, Stephanie Palmblad of Willamette Legacy Law, took attendees step- by-step through the basics of a trust, the benefits of flexibility, privacy, and control they provide as well as the tax advantages and ability to avoid probate.
![Group shot](https://www.bainwealthmanagement.com/wp-content/uploads/2024/05/Group-shot.jpg)
Fall Financial Focus 2023
Last week’s annual Fall FOCUS 2023 event focused on the connection between your past and present financial decisions. Using the Find Your Freedom workbook, we spent time looking into the past at how early experiences with money shape approaches to estate planning today and how we can use this information to find true financial freedom going forward.
GROW Event
Bain Wealth Management recently hosted our second annual GROW Event. This gathering of women was an empowering event where we discussed financial issues as they pertain to us while enjoying time together. Watch our video recap of the event:
Putting the Client First - Always
The Bain Wealth Management team pictured above with Carson’s representatives.