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 – 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
Past Events
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
Women with a Vision – Christmas Ships Parade
A Northwest Tradition. Join us for appetizers, wine, and holiday treats while watching the Willamette Valley Christmas Ships Parade in the Vision Capital office.
7th December, 2022 6:30-8:00 pm, Vision Capital office.
Understanding the Needs of the Dying with Sarah Quist, CFP and Friends of the Hopewell House
Preparing for death is hard, so being organized and understanding the needs of those dying will help them feel safe and at peace at the end of their life. Please join Vision Capital’s Sarah Quist, CFP and Kathy Hostetler from Friends of the Hopewell House to discuss the importance of end-of-life planning and the emotional needs and care for those who are at the end of their life.
16th November, 2022 12 pm-1 pm, Zoom Virtual Meeting
Cybersecurity with Cliff Yount
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 cyberattacks, including common email and internet scams, what to be aware of and how to protect yourself.
October 19th, 2022 12 pm-1 pm, Zoom Virtual Meeting
Medicare with Willamette Valley Benefits
Learn about how they 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.
September 20th, 2022 12 pm-1 pm, Zoom Virtual Meeting
The Benefits of Meditation During Times of Uncertainty
Financial concerns are one of the leading causes of stress in Americans. As market volatility continues, please join us for a virtual event with Liz Greenhill from Night Sky Acupuncture + Ideaphoria as she teaches us techniques on how to de-stress, center, and self-regulate.
July 19th, 2022 12 pm-1 pm, Zoom Virtual Meeting
State of the Market Virtual Event
As the market responds to Russia’s invasion of Ukraine and the Federal Reserve tightens monetary policy to combat inflation, our clients have raised many important questions about what factors might affect their portfolios. We’d like to invite you to attend a virtual event hosted by our very own Directors 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.
April 7th, 2022 12 pm-1 pm, Zoom Virtual Meeting
Portland Real Estate Trends Virtual Event
As the pandemic drags on, real estate continues to be a hot topic as people examine and reconsider their living spaces. Please join us for a virtual event with Janae Pyle from Windermere Realty Trust as she presents her thoughts on the Portland real estate market, what to do if you want to sell, and what to expect if you’re looking to buy.
February 15th, 2022 12 pm-1 pm, Zoom Virtual Meeting
Estate Planning Virtual Event
When it comes to estate planning, there can be a lot of moving pieces. Whether you already have an estate plan in place or if you’re considering establishing one, it’s always good to revisit the latest recommendations as well as any changes in legislation. We welcome Kristin Gaston of Generations Estate Law, LLC to provide you with recent updates in estate planning law, the benefits and limitations of trusts, and the Oregon estate taw exemption.
December 1st, 2021 12 pm-1 pm, Zoom Virtual Meeting
Coexisting With Your Dog Virtual Event
Courtney Bayer CPDT-KA, CCS of the Oregon Humane Society is a Certified Professional Dog Trainer who provides training and behavior counseling to pups and their parents. Join us to learn about dog behavior including mental enrichment, impulse control, reading dog body language, and etiquette with other dog owners. Courtney will address these topics with an emphasis on how the pandemic has affected the way dogs are socialized and how to handle common issues that can arise with your pooch.
November 3rd, 2021 12 pm-1 pm, Zoom Virtual Meeting
Medicare Virtual Event
Elma Friend and Heidi Dulay of Willamette Valley Benefits are a mother-daughter duo who noticed a gap in client-centric Medicare advice services. Join us to learn about how they 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.
September 29th, 2021 12 pm-1 pm, Zoom Virtual Meeting
Estate Planning Virtual Event
As life starts returning to its usual flow and businesses open back up to the public, it’s a great time to establish an estate plan or review your existing arrangements. We’d like to invite you to attend a virtual event presented by Greg Bowman, Chief Executive Officer of Northwest Trustee & Management Services. From the various strategies you can use to ensure your wishes are fulfilled, to the potholes to avoid in the process, and the specific documents you’ll need, Greg will discuss the importance of a well-thought-out estate plan.
June 16th, 2021 12 pm-1 pm, Zoom Virtual Meeting
Have Markets Disconnected from the Real Economy Virtual Event
As the COVID-19 pandemic progresses and the U.S. vaccine rollout continues, our clients have raised many relevant questions about what the future holds and what factors might affect their portfolios. We’d like to invite you to attend a virtual event hosted by our very own Directors of Investments, Jeff Schmidt, CFA and John LaBarca, CFA. They will provide insight into our thoughts on the current market environment.
March 16th, 2021 12 pm-1 pm, GoToMeeting Virtual Meeting
Women with a Vision Series Virtual Event
We have invited Kari Anderton from Kari’s Kitchen to teach us how to shake up a seasonal cocktail and prepare two delicious hors d’oeuvres, a savory garlic cheese roll (can be made gluten free) and an Oregon nut spread (can be made vegan). We’ll send out a shopping list ahead of time, you’re welcome to either cook along with Kari or just enjoy the show. We understand that large gatherings won’t be the plan this year, but we can still enjoy great food and good times.
November 11th, 2020 5 pm-6 pm, GoToMeeting Virtual Meeting
Medicare Virtual Event
As you approach the age of 65 or even if you’re already enrolled, it’s important to understand the ways Medicare can benefit you. We are delighted to have Jennifer Taboada, Vice President at BlackRock, back to present on another valuable topic. Jennifer leads the Social Security Consulting team at BlackRock and serves as a national specialist on financial planning topics including Social Security and Behavioral Finance. She will cover the various parts of Medicare, how enrollment works, choosing a prescription drug plan, and Medigap policies.
September 30, 2020 12 pm-1 pm, GoToMeeting Virtual Meeting
Social Security Virtual Event
As you approach retirement or even if you’re already retired, it’s important to understand how Social Security benefits can influence your financial plan. We have invited Jennifer Taboada, Vice President at BlackRock, to present on this important subject. Jennifer leads the Social Security Consulting team at BlackRock and serves as a national specialist on financial planning topics including Social Security and Behavioral Finance. She will cover topics such as how Social Security benefits work for you and your spouse, when and how to start receiving benefits, and opportunities to increase your benefits throughout retirement.
August 11th, 2020 12 pm-1 pm, GoToMeeting Virtual Meeting
State of the Market Virtual Event
Throughout the COVID-19 outbreak and subsequent market fluctuations, our clients have raised many relevant questions about what is to come and what factors might affect their portfolios. We’d like to invite you to attend a virtual event hosted by our very own Directors of Investments, Jeff Schmidt, CFA and John LaBarca, CFA. They will provide insight into our thoughts on how markets will respond to the global pandemic going forward.
May 20th, 2020 12 pm-1 pm, GoToMeeting Virtual Meeting
Women with a Vision Series
Given our current environment, our Women with a Vision event is going virtual. We know this has been a stressful time for many, so we wanted to offer a bit of release. We have invited Elizabeth Marshall, founder of Rise Wellness, to lead us in a virtual yoga class. Elizabeth will be guiding us through a slow paced restorative yoga and sound healing experience.
April 29th, 2020 5 pm-6 pm, Zoom Virtual Meeting
Medicare with Willamette Valley Benefits Lunch & Learn
Elma Friend and Heidi Dulay of Willamette Valley Benefits are a mother-daughter duo who noticed a gap in client-centric Medicare advice services. Join us for lunch and a discussion about how they help individuals who are eligible (or becoming eligible) for Medicare to navigate all of their health insurance needs.
March 10th, 2020 12 pm-1:30 pm, Vision Capital Offices, 4380 SW Macadam Ave., Suite 350, Portland, OR 97239
Legal Dispute Resolution Lunch & Learn
When is the best time to educate yourself about how you or a loved one should handle a sensitive legal matter? Before you are staring one down! Please join us for a Lunch & Learn with David Bean, Family Law Attorney and Mediator of Wyse Kadish LLP, as he shares tips on sensibly approaching legal disputes. David will discuss various options for appropriately resolving disputes including direct negotiation, mediation, arbitration, and litigation.
January 28th, 2020 12 pm-1:30 pm, Vision Capital Offices, 4380 SW Macadam Ave., Suite 350, Portland, OR 97239
The Joy of Downsizing Lunch & Learn
Theresa Pritchett, CPA, CFP® is well-versed in many types of life transitions and especially skilled with the downsizing process that can go along with these transitions. We initially hosted Theresa a couple of years back, and we are excited to have her back in the office, as this is one of our most requested Lunch & Learn topics.
September 11th, 2019 12 pm-1:30 pm, Columbia Room, One SW Columbia St., 4th Floor, Portland, OR
Traveling and Your Financial Plan Lunch & Learn
We hear it all the time: “I want to travel,” but why do we find it so difficult to be specific with this goal? Please join us for lunch with Cate Caruso of True Places Travels to learn how travel might factor into your financial plan.
May 22nd, 2019 12 pm-1:30 pm, Columbia Room, One SW Columbia St., 4th Floor, Portland, OR
State of the Market Lunch & Learn
Our own Marina Johnson, CFA and John LaBarca, CFA, CPA will make a State-of-the-Union-style address regarding market conditions, potential market influences, and how we are applying this information to our portfolio strategies.
March 5th, 2019 12 pm-1:30 pm, Hawthorne Room, One SW Columbia St., 4th Floor, Portland, OR
Women with a Vision Series
Love and Money: Part II. We’ll be holding space with Lisa Gabardi, Ph.D. and Megan deBoer to talk about how our emotional relationship with money can affect our behavior and decision-making when it comes to our finances.
January 23rd, 2019 6 pm-7:30 pm, Multnomah Athletic Club, 1849 SW Salmon St., Portland, OR
TCJA Insight and Charitable Giving Strategies Lunch & Learn
The Tax Cuts and Jobs Act (TCJA) of 2017 brought quite a few changes regarding tax treatment and limitations for individuals and entities alike. Please join us for lunch with Michael Lortz, CPA, LEED AP, and Partner at Geffen, Mesher & Company as he shares his expertise on tax law changes and charitable giving strategies.
December 4th, 2018 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
The Art of Negotiating Lunch & Learn
When was the last time you “just winged it” for negotiation or an agreement? We’re hosting Coni Rathbone, Of Counsel Attorney at Dunn Carney, to share her expertise on how to best prepare for a negotiation.
October 23rd, 2018 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Women with a Vision Series
Love and Money: Part I. Join the ladies of Vision Capital for an evening discussion on the legal aspects through every stage of a relationship, featuring Lucinda Giorgetti, Attorney At Law and our own Sarah Quist, CFP®, CDFA.
September 12th, 2018 6 pm-7:30 pm, Multnomah Athletic Club, 1849 SW Salmon St., Portland, OR
Cybersecurity and ID Theft Lunch & Learn
We’re hosting Eric Beach, Of Counsel Attorney at Tonkon Torp, to teach us about protective laws, data breaches and best practices to stay safe online.
June 6th, 2018 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Interest Rates and Fixed Income Strategies Lunch & Learn
Join us for lunch as our own Marina Johnson, CFA and Sarah Quist, CFP®, CDFA share insights on interest rates, credit spreads, and fixed income strategies including total return, rate strategies, and credit strategies.
May 2nd, 2018 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Real Estate for Buyers, Sellers, and Investors Lunch & Learn
Please join us for a presentation by Craig Reger, Owner of three local Keller Williams brokerages and president of The Reger Group, Inc. Craig will share how tight inventory, low interest rates, and fierce buyer competition present different opportunities for the buyer, seller, and investor.
March 7th, 2018 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Women with a Vision Series
Join the ladies of Vision Capital for a presentation on thoughtful communication by certified executive coach, Mary-Beth Frerichs of The Driver Group, LLC. Featuring a communication model to assess your senses, thoughts, feelings, wants, and desires.
February 28th, 2018 6 pm-7:30 pm, Multnomah Athletic Club, 1849 SW Salmon St., Portland, OR
Insurance and Your Financial Plan Lunch & Learn
Please join us for a presentation by Chris Peyton, ChFC®, CFP®, Regional Specialist of TIME Financial about how the insurance and long-term care marketplace has changed, and how to include insurance as a complement to your financial plan.
February 6th, 2018 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Women with a Vision Series
Join the ladies of Vision Capital for a Holiday Survival Guide presentation by Est Ovest Style co-owner Tracy Gaillard Pendergast. Featuring holiday style tips and a go-to gift guide for all recipients on your list this year!
November 29th, 2017 6 pm-7:30 pm, Multnomah Athletic Club, 1849 SW Salmon St., Portland, OR
Year-End Tax Planning Lunch & Learn
Please join us for a presentation by Leah DiGregorio, CPA and Tax Partner of Hoffman, Stewart & Schmidt, P.C. as she addresses topics that can help you prepare for your individual tax return, and share techniques to minimize your tax liability.
November 15th, 2017 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Financial Planning: What it is and Why You Need It Lunch & Learn
Please join us for a presentation by Vision Capital’s Sarah Quist, CFP®, CDFA, Courtney Mersereau, CFP® and Heidi Jeromanovs, CFP® as they discuss the financial planning process and how you can benefit from it.
September 27th, 2017 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Becoming a Caregiver Lunch & Learn
Please join us for a presentation by Bill Cohen who will talk about taking on the role of caring for a loved one facing a terminal diagnosis.
June 15th, 2017 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Homeowners and Excess Liability (Umbrella) Insurance: Making Smart Choices Lunch & Learn
Please join us for a presentation by Howard K. Goldstein about the fundamental considerations and basic policy provisions to bear in mind when purchasing or renewing a policy.
April 13th, 2017 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Owning Investment Real Estate Lunch & Learn
Please join us for a presentation about Tenant-In-Common (TIC) ownership in investment real estate by Ann Blume and Karlin Conklin of Investors Management Group Northwest LLC.
March 14th, 2017 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Women with a Vision Series
Investing: Let’s Do This! Please join us for a presentation by Marina Johnson, CFA and Sarah Quist, CFP®, CDFA about investing, asset allocation, and retirement accounts – oh my!
November 29th, 2016 6 pm-7:30 pm, Multnomah Athletic Club, 1849 SW Salmon St., Portland, OR
The Joy of Downsizing Lunch & Learn
Please join us for a presentation by Theresa Giddings, CPA, CFP® of Soft Landings for Seniors, who is an expert in the art of downsizing. Theresa will provide practical tips to help you reduce belongings and sort through everything you’ve accumulated throughout the years.
November 15th, 2016 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Disaster Preparedness Lunch & Learn
Please join us for a presentation by the Cascades Region Red Cross to discuss disasters that can occur in our geographic area and the three essentials of being informed, making a plan and building a kit.
July 27th, 2016 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Asset Allocation & Individual Equities Lunch & Learn
Please join us for a presentation by Marina Johnson, Vision Capital’s Chief Investment Officer, for a discussion about asset allocation and Vision Capital’s approach to building a portfolio.
April 26th, 2016 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Women with a Vision Series
What is your relationship to money? Join us as Megan deBoer from Tended Wealth introduces the complexity of how our emotional relationship with money can help, or hinder, the way we behave with it.
April 13th, 2016 6 pm-7:30 pm, Multnomah Athletic Club, 1849 SW Salmon St., Portland, OR
Interest Rates and Your Fixed Income Portfolio Lunch & Learn
Vision Capital’s Fixed Income expert, Donald Leek, CSA will explain how rising interest rates and a lack of liquidity affects the credit markets and what role the Fed plays in shaping the yield curve.
February 17th, 2016 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Oregon Estate Planning Lunch & Learn
Maggie Vining, Estate Planning Attorney with Davis Wright Tremaine will talk about estate planning issues specific to Oregon residents and how to use trusts to navigate Oregon’s estate tax.
October 9th, 2015 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Women with a Vision Series
Investing in Your Health and Wellness with Dr. Rachel Meredith ND, LAc and Kim Fisher-Key
September 23rd, 2015 6 pm-7:30 pm, Multnomah Athletic Club, 1849 SW Salmon St., Portland, OR
Medicare Lunch & Learn
Drew Shavere, President of Columbia Benefits Group, will help us navigate the Medicare system as well as highlight the various supplemental plans available.
September 9th, 2015 12 pm-1:30 pm, Vision Capital Offices, One SW Columbia St., Suite 915, Portland, OR
Women with a Vision Series
Investing For Your Closet with Tracy Pendergast and Paula O’Neil, Co-founders of Est Ovest Style
May 28th, 2015 6 pm-7:30 pm, Multnomah Athletic Club, 1849 SW Salmon St., Portland, OR
