December 17, 2024 - Colby Schlicker
We want to congratulate Jami Reynolds, VP / Human Resources, on her graduation from the Executive Development Program conducted by the Oregon Bankers Association.
We want to congratulate Jami Reynolds, VP / Human Resources, on her graduation from the Executive Development Program conducted by the Oregon Bankers Association and her pursuit of expanding her leadership and career at Lewis & Clark Bank. This is a grueling one-year program that requires a lot of homework, multiple assignments and traveling to the meeting sites. The curriculum entails learning about all aspects of banking and studies in key functional areas within the bank.
Congratulations for a job well done, Jami.
On May 7th, 24 attendees gathered at the Oregon Wine Reserve in Lake Oswego for an enlightening presentation on "Building Wealth Through Tax Strategies." Scott Bargaehr and Mark Grubbs shared advanced tax mitigation techniques and strategic financial planning insights. The event emphasized proactive tax planning and leveraging advisory teams for optimal wealth management. Attendees engaged in a lively Q&A session, exploring various tax strategies and current IRS conditions
Read more...Dive deep into essential topics like cost segregation, tax codes, qualified plans, sheltered funds, real estate tax mitigation, and much more.
Read more...We have entered into a definitive agreement to join forces with Maps Credit Union, a highly respected financial institution serving communities throughout the Willamette Valley.
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