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
Corvallis Mid-Year State of the Markets Event
Please join us for an evening of delicious food and drinks and an informative presentation. 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.
Wednesday, May 28 – 5:00 p.m. – 7:00 p.m., The Corvallis Club
RSVP for Corvallis Event
Bend Mid-Year State of the Markets Event
Please join us for an evening of delicious food and drinks and an informative presentation. 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
RSVP for Bend Event
Past Events
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
Preparing for Natural Disasters with Alice Busch, EMT, CEM
We invite you you to a virtual presentation on natural disaster preparedness, hosted by Alice Busch, EMT, CEM from Multnomah County Emergency Management (MCEM).
May 3, 2024, 12 pm-1 pm, Zoom Virtual Meeting
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.
March 7, 2024, 5 pm-8 pm, Lobby of Watermark
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.
January 31, 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.
December 6, 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.
October 25, 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.
September 27, 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.
September 14, 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.
May 11, 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.
March 22, 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.
February 16, 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.
January 25, 2023, 12 pm-1 pm, Zoom Virtual Meeting
