We believe a financially empowered individual often leads to greater peace of mind, which is why we offer educational seminars to our clients and guests. For information regarding our seminars or to suggest a topic, please contact Liz Swagerty Olsen at 503-221-5656.
Upcoming Events
September Lunch and Learn Webinar – Medicare and You with Willamette Valley Benefits
Elma Friend and Heidi Dulay will lead this informative presentation on Medicare coverage, including important updates for the upcoming year, enrollment periods, covered services and more.
Wednesday, September 10 – 12:00 p.m. via Zoom
October Lunch and Learn Webinar – Cybersecurity: Staying Safe Online with Cliff Yount, IACCP®
Vision Capital Management Director of Compliance and Operations, Cliff Yount, IACCP®, will provide his yearly presentation to clients on recent trends in online scams including data breaches, identity theft, and social media scams and steps every person can take to keep their data secure.
Wednesday, October 15 – 12:00 p.m. via Zoom
November Lunch and Learn Webinar – Investing in a Good Estate Plan with Kate Kilberg
Estate Planning Attorney Kate Kilberg will lead this discussion on estate planning and the best ways to protect their assets. She will cover the key components of a comprehensive estate plan, important documentation such as wills, trusts and powers of attorney, and strategies for planning for long-term healthcare and medical decisions and how to ensure a smooth transition to your heirs.
Wednesday, November 12 – 12:00 p.m. via Zoom
Past Events
Bend Mid-Year State of the Markets Event
Led by John LaBarca, CFA, director of investments, we will discuss the economy and capital markets, the current investment environment and an update to our 2025 outlook.
Thursday, June 5 – 5:00 p.m. – 7:00 p.m., Tetherow Golf Resort
Lunch and Learn Webinar – Strength for All: How to Optimize your Physiology through Resistance Training and Age Powerfully
Allyson Spungin, certified personal trainer and nutrition coach, will share how muscle is typically lost as we age and how muscle retention is key for longevity. She will discuss how individuals can combat the side effects and rate of aging by consistent strength training and healthy lifestyle practices. Additionally, she will offer strategies for muscle gain and retention, good bone health, improved balance and how it all comes together and impacts quality of life.
Thursday, March 20 – 12:00 p.m. – Zoom
State of the Markets 2025
Led by the directors of our investment team, John LeBarca, CFA, and Jeff Schmidt, CFA, we discussed the global economy and capital markets, the current investment environment and what themes we believe will continue in 2025. If you are a client and were unable to attend, please contact your client relationship manager for a copy of the video recording.
Wednesday, February 12 – 5:30 p.m.
Holiday Party 2024
Please join us for a festive evening of fine wines and ales, gourmet appetizers and delicious desserts. In addition to celebrating the holidays, we will be toasting our 25th anniversary and honoring the wonderful clients with whom we have worked since our founding in 1999. We will gather inside and out along the Willamette River to watch the Christmas ships parade.
Wednesday, December 11, 6:00-8:00 p.m.
November Lunch and Learn: Cybersecurity with Cliff Yount, IACCP®
Cliff Yount, IACCP®, Vision Capital Management Director of Compliance and Operations, discussed will discuss cyber threats, common email and internet scams and trends, and how to keep your data and yourself safe.
Thursday, November 7, 12:00 – 1:00 p.m.
To read a copy of the slides that were shared, click HERE.
Regulating Emotions and Protecting Yourself from Negativity
Dr. Tracy Jendritza, a certified DBT clinician from Northwest DBT, presented a webinar on Dialectical Behavioral Therapy. DBT is an evidenced-based treatment that focuses on gaining control of ones emotions and the accompanying behaviors. She shared how individuals can learn about their feelings and reactions to external forces and the tools that can be used to live a more peaceful and emotionally-regulated life.
Wednesday, October 16, 12:00-1:00 p.m., Virtual.
To watch the recording, click HERE.
Medicare with Willamette Valley Benefits
Hear how Elma Friendof Willamette Valley Benefits help individuals who are eligible (or becoming eligible) for Medicare navigate all of their health insurance needs. Elma covers applying for Medicare, when and what makes you eligible to enroll, what Medicare costs and covers, and the various Medicare supplemental plans available.
September 18, 2024, 12 pm-1 pm, Virtual
To watch a recording of this webinar, click HERE.
Vision Capital’s State of the Market
We extend a special invitation for you to join our inaugural in-person State of the Market gathering at Bend Oregon, led by our Directors of Investments, Jeff Schmidt, CFA, and John LaBarca, CFA.
July 18, 2024, 5 pm-7 pm, Bend, Oregon
