LIFE-GUIDED FINANCIAL PLANNING

Through four real client case studies, we’ll explore the financial planning opportunities and challenges that arise during major life transitions—career changes, retirement, widowhood, and legacy planning. Through their learnings, you can learn powerful investment, tax and estate planning techniques to consider in each age and stage.

Join us!

Estate and Financial Planning Seminar

Wednesday, April 23, 2025
Noon - 2 pm
Chemeketa Center for Business and Industry
626 High St NE, Salem, OR 97301
Please RSVP here by Wednesday, April 16th or send an email to foundation@chemeketa.edu to secure your seat.
Call 503.399.5148 for questions.

This two-session event will begin with an Estate Planning Seminar focused on aging parents provided by Maria Schmidlkofer, followed by a Financial Planning Seminar led by Brenna Baucum, CFP®. Lunch will be provided. We look forward to seeing you there! Additional details and parking instructions will be provided prior to this event.

Life-Guided Financial Planning

Many financial literacy programs fall short because information alone isn’t enough—we learn best when lessons apply directly to our lives. Are you confident that your estate plan is up to date? That you’re gifting in the most tax-efficient way? That your portfolio aligns with both your short- and long-term needs? If you answered “I’m not sure” to any of these, this seminar is for you.

Join Certified Financial Planner™ professional Brenna Baucum for a life-guided approach to financial planning. Through real client case studies, Brenna will reveal how these seemingly separate questions are deeply connected—and how a comprehensive financial plan can give you confidence in every aspect of your financial life.

Meet Brenna

Brenna is a Certified Financial Planner™ professional, who also serves as the Past-President of the Chemeketa Foundation Board of Directors. She is passionate about making a difference in the lives of her client families and her communities. In 2017, she earned the FPA Oregon SW Washington Chapter’s Volunteer of the Year Award and, in 2020, the Salem Chamber‘s Outstanding Young Professional Award. If you’re local to Salem, you’ve likely seen her emceeing a fundraising event for Rotary or packaging bulk food for the Marion Polk Food Share. Community involvement is a huge part of her life.

With nearly a decade of industry experience, Brenna is also passionate about elevating the financial planning profession. In addition to serving her client families, she trains other advisors worldwide on financial psychology as a consultant for Money Quotient. She also co-founded Women’s Worth, which strives to educate, coach, and empower women and their relationships with money.

Brenna Baucum, Founder of Collective Wealth Planning
Proud to be women-owned and based in Salem, Oregon.

Chemeketa Community College Foundation

4000 Lancaster DR NE

PO Box 14007

Salem, Oregon 97309

503.399.5148 | 503.365.4747

The Chemeketa Community College Foundation is a 501(c)(3) nonprofit organization.

Your gift is tax deductible to the extent allowed by law. Tax ID # 93-6097106