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Effective Financial Management

Learn practical financial planning ideas Miriam Whiteley, CFP® in this educational presentation on everyday money decisions.

Find out practical strategies to maximize your dollars:

Aligning your core values with your financial decisions
Planning for your individual short-term and long-term financial goals
Making informed tax-aware decisions using practical ideas (Social Security, RMDs, charitable giving, and income timing)
Living frugally and saving wisely—practical tips

RSVP recommended. Click the Register Now button on this page, or contact the Viva Village office: 503-746-5082 or vivavillageor@gmail.com

Refreshments served. No charge.

2026_05 Viva Village Forum, Managing Finances

Note: This presentation is for educational use only and does not provide investment, legal, or tax advice. Participation does not establish an advisory relationship. While Miriam Whiteley is an Investment Adviser Representative of SAX Wealth Advisors, LLC, this program is offered independently and not on behalf of the firm.