John A. Warekois, CPA, LLC

09/05/2026

Did you know the right advisor can add 3%+ annually to your portfolio in after-tax value? By working with a tax-intelligent financial professional, you pursue a world of benefits:

🔍 Tax-Intelligent Planning: Make the most of financial tools by reducing tax implications. Benefit from tax-efficient investment products and strategic planning to help minimize unnecessary taxes.

📊 Proactive Management: Align investments with your long-term goals.

🧠 Behavioral Guidance: Achieve rational decision-making and overcome financial hurdles by understanding your behaviors and biases.

🤝 Personalized Experience: Your financial plan should evolve with you. Enjoy financial planning tailored to your unique circumstances.

09/03/2026

🩺 Medicare Doesn’t Have to Be Confusing!

Turning 65? Already on Medicare? Helping a parent or loved one navigate their options?

There can be a LOT to understand—and having the right person in your corner can make all the difference.

This week, Integrity Connections BNI welcomes Zach Park with American Senior Benefits as our Featured Speaker.

Known as the “Medicare Guy,” Zach helps people understand their options and develop a Medicare plan designed around their individual needs.

Join us and learn more about:

🔹 Understanding your Medicare options
🔹 What to consider when choosing coverage
🔹 Questions you should be asking
🔹 How working with a knowledgeable professional can simplify the process
🔹 When it may be time to review your current plan

And even if Medicare isn't something you need today, chances are you know a parent, family member, friend, client, or neighbor who could benefit from knowing Zach.

📅 Wednesday, September 9
⏰ 7:30 AM
💻 Integrity Connections BNI – Zoom Meeting
📲 Scan the QR code to register

Come hear from Zach, meet local business professionals, and experience what BNI and Givers Gain® are all about.

Visitors are always welcome!
Register with link below or scan QR code in image.
https://bnioregon.com/en-US/visitorregistration?chapterId=9283

08/31/2026

Living longer doesn’t automatically mean living better.

Healthy Aging Month is a reminder that how we age is shaped by more than just time. Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.

Small, consistent habits—both physical and financial—can influence what those years look like.



Sources
World Health Organization, Ageing and Health, October 2025
American Medical Association, What Doctors Wish Patients Knew About Healthy Aging, September 2025
Stanford Medicine, Five Healthy Habits for Successfully Aging, January 2026
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

08/29/2026

📈 Yes, we can do your taxes – but we have so much more to offer! Our team provides a wide range of financial planning services tailored to your needs. Whether you need tax-focused investment strategies, retirement planning, family risk management, business planning, legacy planning, education planning, or cash flow management, we've got you covered!

08/24/2026

Are you working with a tax-intelligent financial professional?

08/22/2026

Let us simplify the financial planning process for you. Reach out to schedule a meeting with one of our financial professionals who specialize in empowering you to make informed decisions to benefit you and your family for years to come.

08/21/2026

Fall Cyber Event- AI The New Playbook for Modern Attacks
Come join us at the event with Lifeline!

Artificial intelligence is reshaping cybercrime, making attacks faster, more convincing, and more costly. Hear from cybersecurity, insurance, and risk experts on Ai-powered fraud, deepfakes, social engineering, and real-world impact on businesses today. Walk away with practical strategies to reduce risk and strengthen resilience in your business!

Register below for this complimentary event to save your seat:

Medford Event
September 23rd
3:00-6:00pm
The Urban Cork
330 N Fir St, Medford, OR 97501

https://www.eventbrite.com/e/1996888026843?aff=oddtdtcreator

Bend Event
September 24th
3:00-6:00pm
Bledsoe Family Winery
550 SW Industrial Way Suite 198, Bend, OR 97702

https://www.eventbrite.com/e/1996883543433?aff=oddtdtcreator

08/18/2026

Read the latest issue of Financial Watch here:

Your emergency fund is one of the most important financial tools you have. It is what stands between an unexpected car repair and a credit card balance that…

08/15/2026

🔍 Tax season is here – but did you know our firm offers more than just tax services? Our dedicated team is here to assist you in maximizing your financial potential and working toward your long-term goals.

08/10/2026

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient, reinforcing the value of diversification and a long-term perspective.
Read the Cetera Investment Management Team's latest market commentary:

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient,…