We believe a financially empowered individual has 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
January Lunch and Learn Webinar – Downsizing and Relocating: Later in Life Transitions
As our lives change, so do the spaces around us. But for many aging adults, the idea of downsizing brings a feeling of dread. Allison Grebe Lee from Changing Places LLC will share her experience helping people declutter, downsize, and move. She will also discuss how family members can support a moving senior and sort through what really matters.
Wednesday, January 21 – 12:00 p.m. via Zoom
State of the Markets Event
The directors of our investment team, John LeBarca, CFA, and Jeff Schmidt, CFA, will discuss the global economy and capital markets, the current investment environment, and what themes we believe will continue in 2026.
Thursday, February 12, 2026 – 5:30 p.m.
Past Events
Client Holiday Party and Christmas Ships Viewing
Wednesday, December 10 – Lobby and Common Areas at Watermark Building
We toasted the holiday season, watched the Christmas ships parade down the Willamette River and celebrated Sue McGrath on her retirement.
November Lunch and Learn Webinar – Investing in a Good Estate Plan with Kate Kilberg
Estate Planning Attorney Kate Kilberg led this discussion on estate planning. Using movie clips, Kate gave an overview of estate planning, what a comprehensive plan entails, and how you can protect and provide for your loved ones in the future.
Wednesday, November 12 – 12:00 p.m. via Zoom
October Lunch and Learn Webinar – Cybersecurity Trends and Best Practices
Our firm’s internal compliance and operations team of Cliff Yount, IACCP®, and Madison Steinbrenner, IACCP®, led this conversation on trending risks and scams, identifying suspicious activity, and how to protect your data and finances. View the recording by clicking HERE.
Wednesday, October 15 – 12:00 p.m. via Zoom
September Lunch and Learn Webinar – Medicare and You with Willamette Valley Benefits
Heidi Dulay led this informative presentation on applying for Medicare, when and what makes you eligible to enroll, what Medicare costs and covers, new changes for the year, and the Medicare supplemental plans available. View the recording by clicking HERE.
Wednesday, September 10 – 12:00 p.m. via Zoom
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.