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 Madison Steinbrenner at 503-221-5656.
Upcoming Events
Women with a Vision – How to Introduce Yourself
We invite you and a friend to join us to learn how to how to introduce yourself with clarity, authority, and warmth.
Presented by Public Speaking Coach Gigi Rosenberg.
7th March 2024, 5 pm-8 pm, Lobby of Watermark
Past Events
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 the Multnomah Athletic Club, led by our Directors of Investments, Jeff Schmidt, CFA, and John LaBarca, CFA.
31st January 2024, 6 pm-8.30 pm, Multnomah Athletic Club and Zoom Virtual Meeting
Vision Capital’s 2023 Holiday Party
We cordially invite you to an evening of festive delights, including delectable appetizers, fine wines, and a delightful array of holiday treats. You’ll be serenaded by enchanting holiday carolers as we gather to witness the Willamette River Christmas Ships parade.
6th December 2023, 6 pm-8 pm, Lobby of the Watermark
Cybersecurity with Cliff Yount, IACCP
Since October is cybersecurity awareness month, we’d like to invite you to attend a virtual event hosted by our very own Director of Compliance/Operations, Cliff Yount, IACCP. Cliff will provide insight into cyber threats, including common email and internet scams, what to be aware of, and how to protect yourself.
25th October 2023, 12 pm-1 pm, Zoom Virtual Meeting
Medicare with Willamette Valley Benefits
Learn about how Elma Friend and Heidi Dulay of Willamette Valley Benefits help individuals who are eligible (or becoming eligible) for Medicare navigate all of their health insurance needs. Elma and Heidi will cover applying for Medicare, when and what makes you eligible to enroll, what Medicare costs and covers, and the various Medicare supplemental plans available.
27th September 2023, 12 pm-1 pm, Zoom Virtual Meeting
Women with a Vision – Pausing for Clarity
We invite you and a friend to join us to learn how to “pause for clarity,” take that deep inhale, and discover what is valuable to you in your life now and what you genuinely want to create next for yourself.
Our guest facilitators are Lucy Reynolds, Founder of Murmuration, and Kelley Pecis, Murmation Partner.
14th September 2023, 5 pm-8 pm, Lobby of Watermark
Women with a Vision – the Pink Tax
Please join the women of Vision Capital for appetizers, wine, and sweet treats while we discuss the pink tax. What is the pink tax? It’s not a tax in the traditional sense but it’s the cost of items specifically targeted to women and it’s an economic burden on all of us. We want to help you identify the pink tax and discuss the current efforts to reduce or eliminate this tax.
11th May 2023, 5 pm-8 pm, Lobby of Watermark
The Importance of Long-Term Care Insurance with Chris Peyton, CHFC, CFP
Please join Chris Peyton, a regional insurance specialist with Crump Life Insurance, to discuss the importance of long-term care insurance. With over 15 years of experience in financial services, Chris Peyton began his career as a financial advisor with a large financial planning firm, followed by five years with a major insurance carrier as a Regional Planning Director.
22nd March 2023, 12 pm-1 pm, Zoom Virtual Meeting
Importance of Downsizing with Soft Landings
Please join Theresa Corcoran, the founder of Soft Landings, Solutions for Seniors, to discuss the importance of downsizing. Theresa Corcoran has over 25 years of experience in accounting and financial planning. Soft Landings, Solutions for Seniors was put in motion over a glass of wine with a good friend: after helping many people achieve their retirement goals, she saw a need to help them with their next transition.
16th February 2023, 12 pm-1 pm, Zoom Virtual Meeting
State of the Market 2023
We’d like to invite you to attend our annual virtual State of the Market event hosted by our very own Director of Investments, Jeff Schmidt, CFA and John LaBarca, CFA. They will provide insight into our thoughts and discuss how we are investing client portfolios in the current environment.
25th January 2023, 12 pm-1 pm, Zoom Virtual Meeting