Our Events

If you’re part of the Oregon PERS system, you likely have valuable retirement benefits, but understanding how everything works and the decisions you’ll need to make isn’t always straightforward.

We’re hosting an educational webinar to help break it down in a clear, practical way.

Are you ready to take control of your financial future?

Join a panel of experts—including a CPA, estate attorney, financial advisor, and money coach—for a fast-paced, empowering workshop designed for women.

Join Firenze Wealth Management and Attorney Anne Ajayi for an Informative Seminar on Building Your Financial Foundation and Protecting Your Legacy

Estate planning is more than just drafting documents. It is about creating peace of mind for you and your loved ones. 

Celebrate gratitude, community, and giving with us at our 6th Annual FirenzeGiving Celebration! Join Firenze Wealth Management for an afternoon of live music, local wine, and delicious charcuterie as we come together to give back. 

At Firenze Wealth Management, we believe that true success comes from achieving balance—financially, physically, and emotionally. Join us for an engaging seminar that brings together insights on smart investing and holistic wellness. Enjoy an afternoon of learning, inspiration, and community as we explore how strong financial habits and healthy living can work together to support your overall wellbeing.

Join Firenze Wealth Management for a fun-filled summer afternoon at Cook Park. This casual client appreciation event is our way of saying thank you and enjoying some sunshine together—with Kona Ice on us.

Bring your family, grab a sweet treat, and enjoy a relaxed afternoon with the Firenze team.

A critical component of most client’s retirement plans, Social Security is complex and mistakes can be costly. We know that despite having been around since the 1930s, there are still many aspects of Social Security that are commonly misunderstood. Expand your wealth planning expertise by joining our webinar presentation on Social Security.

We’ll be joined by our internal John Hancock partner Sarah Walter to discuss the roots of Social Security, where the program stands today, and optimizing the benefits and recent changes to the program. In this webinar you will learn:

• How Social Security is calculated, and when to file
• Spousal and divorce benefits, surviving spouses, and surviving children’s benefits
• Various claiming strategies and the impact of life expectancy on benefits 
• The impact of earned income on benefits as well as the taxation of Social Security benefits
• Review this year’s changes to the cost-of-living adjustment, maximum benefits, full retirement age, earnings limit, and benefits for working retirees

Have a specific question about Social Security? There is an option during registration to submit your question in advance of the webinar. We can't promise to answer every question, but all questions are welcomed.

We also encourage you to extend this invitation to family or friends that could also benefit from this topic. You won't want to miss this.