Illuminate Financial Group

04/22/2026

🏠✨ Giving Back to Our Community!

The Illuminate Financial Group team had an incredible time volunteering with our clients at Habitat for Humanity! It was an amazing opportunity to come together, work on a meaningful project right here in our neighborhood, and make a positive impact. We’re proud to support such a wonderful cause and grateful for the chance to give back to the community we love.

Thank you to everyone who joined us—it was a day filled with teamwork, smiles, and purpose! 💙

12/10/2025

Watch the video: Let’s Connect About Required Minimum Distributions (RMDs)

It’s an important time to focus on financial matters, including Required Minimum Distributions (RMDs). We’re excited to share an insightful video featuring Grahm Porozni, where he explains when RMDs affect you and how they can impact your financial strategy. Understanding RMDs is a key aspect of retirement planning, and we want to ensure you’re well-prepared.
To watch the video, please click on the link to watch the video:
If you have questions or would like to discuss how RMDs might apply to your situation, please don’t hesitate to reach out. We would be happy to connect with you and provide personalized guidance. Thank you for trusting us with your financial journey!

Confused about RMDs? Graham from Illuminate Financial Group breaks down Required Minimum Distributions, who must take them, and how...

08/26/2025

Exciting Opportunity at Illuminate Financial Group!

We're thrilled to announce that our team is expanding! If you know someone who would be a perfect fit, send them our way.

Position: Receptionist/Administrative Assistant (Full-Time)
Location: Hillsdale area, SW Portland

We are seeking a professional, outgoing, and motivated individual to join our growing financial planning team. The ideal candidate should excel in multitasking, have strong communication skills, and be proficient in Microsoft Office.

Key Responsibilities:
Answering phones and scheduling client meetings
Greeting visitors and providing information
Managing mail and electronic paperwork
Monitoring meeting room schedules
Performing special projects and other duties as needed
Qualifications:

Exceptional client service and communication skills
Detail-oriented with strong organizational abilities
Proficient in computer skills and eager to learn
Associate degree or relevant experience preferred

To apply, please send your resume and cover letter to [email protected]

Join us as we grow and make a difference!

07/28/2025

Big Beautiful Bill & Taxes Explained!

Watch Grahm Porozni as he breaks down how the Big Beautiful Bill impacts Social Security tax changes. Whether you're curious about the changes or looking for clarity on what this means for you, Grahm provides straightforward insights in this video!

06/26/2025

Volunteering at the Ronald McDonald House was a fulfilling experience for our team and clients. Over the course of three different shifts, we came together to prepare and serve sandwiches for families in need. This activity not only allowed us to contribute to the well-being of others but also fostered a sense of camaraderie among our group. Each shift brought laughter and teamwork, as we collaborated in the kitchen, sharing stories and creating a supportive environment. It was heartwarming to see how our efforts made a difference, providing nourishment and comfort to families during challenging times. Overall, our time at the Ronald McDonald House reinforced the importance of community service and the joy of giving back.

04/29/2025

🌍 Earth Day Shredding Event Recap 🌿

We loved hosting our Earth Day Shredding event! It was a beautiful day filled with laughter, delicious Crumble cookies, and great conversations with our clients. It's always a pleasure to spend quality time with our amazing team and wonderful clients. Thank you to everyone who joined us and helped make this event a success! 🌎

03/07/2025

Retiring from PERS with Illuminate Financial Group at Equitable
Are you an Educator?
Are you a PERS member?
Are you thinking (dreaming) of retiring soon?

Illuminate Financial Group will be giving a fun and informative webinar presentation on retiring from PERS. Whether you are thinking about retiring or have already made the decision to retire, we are here to help. Join us to learn timelines of when to start the process, what your different options are and how to complete the application correctly. Please use the link below to RSVP to our webinar.

If you know someone that would benefit from this information, feel free to forward them our link to the webinar!

The information provided is based on our general understanding of the subject matter discussed and is for informational purposes only. The information provided is not approved or endorsed by PERS. Equitable Advisors, LLC, its affiliates, and representatives are not affiliated or associated with PERS. AGE-7631826.1(2/25)(Exp.2/29)

We will be starting at 4:00 PM and will last a little over 60 minutes with questions at the end. Please click on 12th of March, select 4:00pm, and click confirm. Once you enter in your contact information and share any questions or comments you will receive the webinar link via email confirmation.

02/11/2025

You’re Invited to our virtual Wills and Trusts Workshop
Do I need a will/trust if I own my assets jointly with my spouse?

How can I avoid a court being involved in my affairs
if I become incapacitated?

What are the advantages/disadvantages of using a revocable trust?

What are the three documents I need in my estate plan?

WHEN: February 27th, 2025, at 5:00
WHAT: Wills and Trusts Workshop presented by Michael Edgel. He will be giving an introductory overview of Will and Trusts and how they are used to help plan for your future.
WHERE: Presentation will be held virtually via Microsoft Teams A link will be provided when you register for the webinar.
RSVP: Click on the link to register:

Get to know the presenter:
Michael Edgel is an attorney with 20+ years of experience in Estate planning, estate administration, guardianships and conservatorships, long-term care planning, and special needs planning.
Michael is the author of numerous articles and continuing legal education materials, and he frequently speaks to attorneys, financial professionals, and caregivers on topics ranging from wills & trusts to Medicaid and long-term care planning. Michael is fluent in Spanish and has served as an interpreter in various settings, including Colorado Courts.

PPG-6205744.1 (1/24)(Exp. 1/26)

We will be starting at 5:00 PM and will last a little over 60 minutes with questions at the end. Please click on 27th of February, select 5:00pm, and click confirm. Once you enter in your contact information and share any questions or comments you will receive the webinar link via email

08/15/2023

We had the opportunity to volunteer at the Oregon Food Bank with our clients last week. We had a wonderful turn out, giving back to a wonderful organization. Thank you to all of our clients and our team for a wonderful day!

11/23/2022