Gwendolyn Sue O'connell

O'CONNELL CENTER FOR FINANCIAL EDUCATION, INVESTMENT RELATED, 1075 WASHINGTON STREET, SUITE #200, EUGENE, OR 97401, BUILDING OWNED BY O'CONNELL PROPERTIES AND NAMED MEETING ROOM TO BE USED IN ADVERTISING, TENANT, SINCE 7/7/2017, WE WILL BE USING THIS MEETING ROOM FOR CLIENT EVENTS TO INCLUDE MEDICARE AWARE, OTHER TRAINING TYPE MEETINGS AND FOR CLIENT PRODUCT EVENTS. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, SUITE B, INDIAN WELLS, CA 92210, HELP CLIENTS SET UP DEFERRED SALES TRUST, REPRESENTATIVE, SINCE 8/8/2016, DEVOTED TIME IS 15 HRS A MONTH, MEET WITH BUSINESS BROKERS AND COMMERCIAL REAL ESTATE BROKERS TO FIND CLIENTS IN NEED OF THE DEFERRED SALES TRUST. O'CONNELL PLANNING CONSULTANTS, NON-INVESTMENT RELATED, 1075 WASHINGTON STREET, EUGENE, OR 97401, MARKETING OF DEFERRED SALES TRUST, REPRESENTATIVE, SINCE 8/8/2016, DEVOTED TIME IS 15 HRS A MONTH, CALL BUSINESS BROKERS AND COMMERCIAL REAL ESTATE BROKERS TO ANSWER QUESTIONS ABOUT THE DEFERRED SALES TRUST. MYDSTPLAN, NON-INVESTMENT RELATED, 1075 WASHINGTON ST., SUITE #200, EUGENE, OR 97401, CLIENTS WHO SELL HIGHLY APPRECIATED PROPERTY THAT WILL GENERATE A LARGE CAPITAL GAINS CAN DEFER THE TAX IMPACT BY USING DEFERRED SALES TRUST, OWNER, SINCE 1/15/2016, DEVOTED TIME IS 10 HRS A MONTH, MEETING WITH CLIENTS TO GO OVER THE SYSTEM, THE BENEFITS AND THE PROCESS. PRESENTING ILLUSTRATIONS AND THEN HELPING TO INVEST THE PROCESS OF THE MONEY FLOWING INTO THE TRUST. O'CONNELL INVESTMENTS & INSURANCE, INVESTMENT RELATED, 1075 WASHINGTON ST., SUITE #200, EUGENE, OR 97401, DBA FOR BRANDING PURPOSES ONLY, SINCE 6/1/2013. O'CONNELL PENSION CONSULTING INC., NON-INVESTMENT RELATED, 1075 WASHINGTON ST., #200, EUGENE, OR 97401, THIRD PARTY-ADMINISTRATION AND PENSION CONSULTING, PRESIDENT/CONSULTANT, SINCE 10/22/2002, DEVOTED TIME IS 150 HRS A MONTH. O'CONNELL PROPERTIES, NON-INVESTMENT RELATED, 1075 WASHINGTON ST., #200, EUGENE, OR 97401, OWN BUILDING, MANAGING PARTNER, SINCE 5/25/2007, DEVOTED TIME IS 1 HR A MONTH. O'CONNELL INSURANCE SERVICES, NON-INVESTMENT RELATED, 1075 WASHINGTON ST., #200, EUGENE, OR 97401, SELL GROUP HEALTH AND LIFE INSURANCE, OWNER, SINCE 10/1/2002, DEVOTED TIME 30 HRS A MONTH.