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Senior Finance Forum

This session is ideal for adult children and their parents to attend together, and we welcome all who are facing these important financial decisions. Join us for an informative and engaging Finance Forum at Ocean Ridge Assisted Living! This event is designed to provide valuable insights and practical advice for helping your loved ones manage their assets post retirement. Learn about Retirement Funds, Estates, Trusts and Wills.

Tuesday, June 24, 2025, Time: 2pm – 4pm at Ocean Ridge Assisted Living, located at 1855 SE Ocean Boulevard in Coos Bay. For more info and to RSVP call us at 541-267-4000.

Event Highlights:

•Panel Discussions: Gain knowledge from a diverse group of experts.

•Q&A Sessions: Get answers to your specific financial questions.

Many families find themselves navigating the complexities of managing their aging parents’ finances. This special seminar is designed to demystify topics such as Wills, Trusts, Estate Planning, and Taxes. We’ve invited a panel of experts — including an Estate Planner, Trust Officer, Attorney, and Tax Accountant — to provide guidance and answer questions on protecting assets and planning ahead.

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