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Webinars

A Word from Mark Farrelly CFP®, ChFC®, CDFA® on Taxes

​The U.S. tax system is complicated. Understanding the intricacies of the tax code and how different sources of income – including social security and capital gains – interact with one another can be intimidating, especially when transitioning into retirement. Our “Taxes in Retirement” webinar will address these topics and more while providing information on the tools available to help you proactively create tax-efficient strategies and avoid common tax pitfalls.
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121 SW Morrison, Suite 1060
​Portland, Oregon 97204
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  • Account Access
  • Team
  • Our Journey
  • The Why
  • The How
  • News & Events
  • Cairns of the World