Deschutes Investment Consulting, LLC.
Deschutes Investment Consulting, LLC.
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2025 new IRS limits for Retirement Plans and the new super catch up!
Deschutes Senior Retirement Plan Advisor Phil Sherman, CFP®, CPFA®, NQPC™joins us for a flash briefing on the new IRS retirement plan limits for 2025 and does a deep dive on the new Super Catch-Up provision as part of S.E.C.U.R.E. 2.0 that comes live next year!
Переглядів: 19

Відео

Design Your Future With A Trusted Partner
Переглядів 7Рік тому
Design Your Future with a Trusted Partner at Deschutes Investment Consulting. Our Financial Experts are ready to meet you where you are, and work together to create the best possible financial future. Contact info@deschutesinvestment.com The information contained herein is provided for informational purposes only regarding Deschutes Investment Consulting, LLC’s (Deschutes) use of Riskalyze to a...
Rethinking Retirement by Laura Fallon-Burns, CFP®
Переглядів 13Рік тому
Rethinking Retirement by Laura Fallon-Burns, CFP® Laura Fallon-Burns, CFP® is a Portland, OR based Investment Advisor with Deschutes Investment Consulting. To get in contact with Laura or anyone from the Deschutes team please visit us at www.deschutesinvestment.com or email us at info@deschutesinvestment.com
Interview with Financial Advisor Laura Fallon-Burns, CFP® of Deschutes Investment Consulting
Переглядів 62Рік тому
Deschutes Investment Consulting presents this One-on-one interview with Financial Advisor Laura Fallon-Burns, CFP®. This video interview highlights her journey as a female financial advisor and 15 years with Deschutes. Laura gives some insight and background on what she does and enjoys most about her career as an Investment Advisor in Portland, OR. Disclaimer: The information contained herein i...
What is ESG Investing?
Переглядів 322 роки тому
ESG Investing: A discussion between Deschutes Investment Consulting and Brown Advisory In this video we discuss ESG investing. Deschutes Investment Advisor Phil Sherman speaks with Katherine Kroll, an Investment Specialist at Brown Advisory for their Large-Cap Sustainable Growth fund. In this video interview we discuss Brown Advisory's role in the ESG space, how ESG Investing has changed over t...
Tools for Business Owners To Save Money - CFO Roundtable Webinar
Переглядів 122 роки тому
Deschutes Investment Consulting, Brown & Brown Insurance, Geffen Mesher and The Retirement Learning Center Present: CFO Roundtable Live Webinar Part I Practical and Tactical Actions for Small Business Owners "It’s not what you earn-it’s what you keep." Join speaker John Carl, President of Retirement Learning Center, as he discusses how CFO, CPAs & Controllers can help their companies keep more ...