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Westside Chapter - Using Oregon Revenue Online PLUS Maximizing Social Security Income
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Join us for two different presentations.
"Using Oregon Revenue Online", plus
"How to Maximize Social Security Income".
This education will qualify for 2 CE hours
for the Oregon Tax Board and Oregon Board of Accountancy only.
No federal CE credit.

5/20/2019
When: 05/20/2019
7:00 PM
Where: The Griffith Drive Building, Room 150
4755 SW Griffith Drive
Remote Access for Blue Mtn, Mid-Columbia
Beaverton, Oregon  97005
United States
Presenter: Jim Verrastro, LTC and Gary Duell, ChFC, MBA
Contact: Robert Betts
503 780 4143


Online registration is available until: 8/19/2019
« Go to Upcoming Event List  

 NEW! ATTENDANCE VIA REMOTE ACCESS NOW AVAILABLE FOR MID COLUMBIA AND BLUE MOUNTAIN CHAPTERS - CLICK HERE TO REVIEW THE REMOTE CLASS POLICY.

how to maximize social security income

Understand how SSA Retirement Benefits work and how to maximize your income throughout retirement. Learn the mistakes that fully half of all retirees make and how to avoid making them, and the things your local SSA office cannot tell you. 

USING OREGON REVENUE ONLINE

This will be an in depth look at how to use the ODR Revenue Online suite of Services to benefit you and your clients.

We will review the sign up process to Revenue Online, access to estimated payments, adding office staff to account, payroll benefits. Also, the benefits of being able to review client letter's. In addition, the startup pit falls and how to get past them.

links to the handouts

  • Will be on the final page of your registration sequence - please watch for it.
  • Will be in the Westside Chapter Library
  • Will be emailed to all registrants the Friday before class.

 

ABOUT THE SPEAKERS

Gary Duell, Owner and Founder of Duell Wealth Preservation - How to Maximize Social Security Income

Gary graduated from Willamette University in 1974 with a double major in psychology and philosophy. He graduated from Willamette U. again, in 1977, with an MBA.. In 1997 he completed the last series of courses and exams to get the Chartered Financial Consultant (ChFC) designation from The American College at Bryn Mawr PA.

Gary provides comprehensive financial plans and the appropriate insurance and investments to implement them, continuing ethics education classes for insurance agents, as well as public seminars. He is currently on the faculty of Portland Community College’s Community Education department to provide retirement education to pre & current retirees.

Gary served a three year term on the Clackamas County Economic Development Commission and was chair of the Surface Water Management advisory committee. He was Treasurer on the Clackamas Community Land Trust board of directors and helped merge the CCLT with Proud Ground, their Portland counterpart. For cutting edge information about the county visit: http://www.co.clackamas.or.us/ He is also a charter member, past President and current Treasurer of the Happy Valley Business Alliance.

Gary loves what he does mostly because of the people he gets to work with. Many clients and friends have been made over the years.

Licensed in Oregon for investment advice; Insurance licensed in Oregon and Washington.

 

Jim Verrastro, JTS Tax Accounting LLC - Using Oregon Revenue Online

Jim is an LTC with a tax practice in Beaverton. Jim is the current OATC chapter Vice President for the Tualatin Valley Chapter and has been the leading the OATC Technology Committee for the past three years. Jim has a BS in Business and Electronics and is very active with OMSI.

 

BRING A GUEST ALONG!  First time visits from non OATC members are at no charge.

Insider tip: Want to get your CE Certificate in a timely manner? Remember to REGISTER using the button above to let us know you are coming.

more Calendar

5/28/2019
Mid-Columbia Chapter Roundtable: Social Security Income, Retirement Planning, OR Revenue Online

5/29/2019
Jackson Co. Chapter Education: Military Pay Issues After TCJA (2 hrs CE)

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