Clients & Public
Oct 22 @ 12-1pm
Virtual Seminar
Curtis Sahler, CIMA®, VP, Market Leader for Franklin Templeton, will provide thoughtful insight on the economy, evaluate key economic indicators and the potential impact on equity markets & more.
Clients & Public
Nov 1 - Dec 16
Giving Tree
BWM Office
Your help is needed! Call or stop by for a giving tree tag. Donations go directly to local homeless friends with a real story and a true need. Receive 1 raffle ticket per donation & BWM will match all donations!
Clients & Friends
Nov 7 @ 5:30pm
Wine Blending!
BWM Office
A unique and fun event (bring your friends)! A market update by Curtis Sahler, CIMA®, of Franklin Templeton, wine blending & learning with Trent Moffet, & finally, tasting & competing! Don't miss this!
Clients & Friends
Nov 11 @ 5:30pm
BEAT Dinner Seminar
McMenamins Old Church & Pub
Damon Novelli, Executive Director at Eaton Vance, presents on 'BEAT' (Bonds, Equities, Alternatives, Taxes). Timely information across a broad array of markets & investment topics.
Client Pie
Pickup!
Nov 24 @ 12-5pm
BWM Office
Not to sound like a broken record but we are SO thankful for you! Let us help out this holiday season and add a pie to your Thanksgiving table. Grab your pie to eat or freeze. 1 per family.
Clients & Public
Dec 5
9:30 am - 3 pm
BWM Office
BWM has *again* been chosen by Santa's elves to be a pop-up location for extra cheer! Stop by and see what they've done this year, complete with refreshments, treats & a prize wheel!
Clients & Family
Dec 6 @ 5-8pm
Holiday Party
Saint Irene's
Spirits, Sparkles, & Snowballs! Join us at this beautiful venue as we spoil our clients in appreciation. Kick off the holiday season with incredible food, drinks, desserts, mingling, giveaways, raffles & more!
End of Year
Events Survey Coming
Soon
Check back for a link & please provide your feedback on this year's events, past year events, and what you would like, or not like, to see happening next year.
Clients & Families
Aug 3 @ 2-4pm
POTLUCK!
West Waluga Park
'Summertime Favorites'
Treats, Drinks, Games, Music, Giveaways, Raffle...! Bring a favorite summertime dish to share (not required) and email us the recipe ahead of time for extra raffle tickets!
Clients & Public
Aug 14 1-2:30pm
LUNCH Seminar
BWM Office
'Behavioral Economics'
Behavioral Economics expert Ryan Garcia, CIMA, MA in BE of Alliance Bernstein, presents on mid-year markets, cognitive pressures, behavioral spending influences & more
Clients & Friends
Sept 16 @12-1pm
LUNCH Seminar
Stockpot Broiler
'Family Money Talks'
Special Guest Julie Genjac, VP & Managing Director of Applied Insights for Hartford Funds teaches how to hold engaging and productive conversations about wealth.
Client Invite Only
Oct 9 @ 6pm
'Grateful for your Referrals' Dinner
We're Beyond grateful for your referrals.
LOCATION TBD
This appreciation dinner/drinks/evening, is no business, just thanks! Bring friends to enjoy it along side you if you'd like!
Mix & Mingle Appreciation Evening
Jingle, Jingle, Jingle, it's time to Mix & Mingle! This is the time of year we LOVE to spoil our clients! We've mixed it up this year and we want to treat the adults to dinner and drinks out, complete with raffles & giveaways of course! This will NOT take place at our office but at McCormick & Schmick's at Bridgeport. Apps from 5-6pm, reception dinner from 6-8pm. Please RSVP but feel free to show up anytime between 5-8pm. Think steak, salmon, seafood, vegetarian options, & desserts galore! Not to mention cocktails, mocktails, & wine. We are grateful to Hartford Funds, Franklin Templeton, & JP Morgan for helping provide you with an over-the-top appreciation event. Feel free to bring family or close friends!
Clients & Public
Oct 30 10-4pm
TREATS Galore!
BWM Office
Adults AND/OR Kiddos! Stop by our office and grab a treat bag. Come dressed up (extra prize!) or come as you are. This is the day BEFORE Halloween!
Clients & Public
Nov 4 - Dec 13
Raffle Tickets!
BWM Office
Please help! Call or stop by for a giving tree tag. Donations go directly to local homeless friends with a story and a need. 1 raffle ticket per donation!
Client Pie
Pickup!
Nov 20 12-5pm
BWM Office
Not to sound like a broken record but we are SO thankful for you! Let us help out this holiday season. Grab your pie to eat or freeze. RESERVE NOW!
Clients & Public
Dec 6, 13, 20
10am - 3pm
BWM Office
BWM has been chosen by Santa's elves to be a pop-up location for extra cheer. Stop by and see what they've done, complete with a prize wheel!
Clients/Families
July 21 1:30-3:30
POTLUCK!
George Rogers Park
Treats, Drinks, Games, Music, Giveaways, Raffle...! Bring a favorite dish (not required) and email us the recipe ahead of time for extra raffle tix!
Clients & Public
August 14 @ 5pm
Apps & Drinks!
Ponzi Vineyards
Behavioral Economics expert Ryan Garcia, CIMA, MA in BE, presents on cognitive pressures, behavioral spending influences, and so much more!
Clients & Public
September
Seminar
(Cancelled)
This seminar was cancelled but will be coming in 2025!
Clients & Friends
Oct 25 @ 5:30pm
Prizes!
BWM Office
A unique and fun event (bring your friends) learning about wine blending from Trent Moffet, then tasting & competing!
Do not miss this!
Clients & Public
Feb 14 9:30-4:30
Roses & TREATS!
BWM Office
Happy Valentine's Day!
Stop by and treat yourself or a loved one to a rose (or two) and some treats. Everyone can use a lil' love now and again!
Clients & Public
April 11 @ 4pm
Apps & Drinks!
Brix Tavern
Please join us for this extraordinary seminar. Learn how to protect and maintain your most valuable asset. Presented by Hartford Funds.
Clients & Public
May 8 @ 3-6pm
Treats!
Bridgeport Lot
Safely destroy documents at our SHRED event in the Container Store Parking lot. No charge! Grab a Mother's Day treat while you're there!
Client Invite Only
June 6 @ 6pm
Dinner & Drinks! Babica Hen
We're Beyond grateful for your referrals. This is an appreciation dinner/drinks/evening, no business! Bring friends to enjoy it along side you if you like!
Giving Tree
November - all month
Ofc hrs, or outdoor bin
Public Event
Adopt a local homeless friend for our annual Project Homeless Connect clothing drive! Receive 1 raffle ticket per item donated, to be placed in our Holiday Gift Basket raffle. Your donations go directly to homeless friends with real struggles. Thank you in advance!
Client Pie Pickup Party
Nov 16 12 - 5pm
Client Event
Mark your calendar! We are so thankful for you all. Let us help a little in the kitchen this year and provide a pie for your Thanksgiving table, or take it as a hostess gift and claim it's homemade ;) We are partnering with Costco to buy LOTS of pies - freeze, defrost, and serve! Limit 1 per family
Elves Toy Store
Dec. 1, 8, 15 10am-3:30pm
Public Event
We are honored to be hosting a pop up location for Santa's elves this year. The elves want to spread extra cheer and will turn our office into a gift-giving satellite store. They'll be setting up a prize wheel for spinning, a raffle basket, and lots of treats to pick from for kids and adults alike!
Holiday Event
Dec. 2
PUBLIC: 2-4pm
CLIENTS: 5-8pm
We are always thrilled at the turnout of this annual event! Save the date and plan to spend an evening letting us spoil you! Treats, refreshments, a prize wheel, games, raffle prizes, a photo booth, and more. Clients are welcome to bring family and friends!
'Beyond Investing'
Public & Client Presentation
9.28.23 4pm
We get lots of questions from clients & the public wondering what ALL we offer. Join us to learn more about the full spectrum of services we provide! Bring along anyone interested in learning a little about what we do. Attend via Webinar or in-person. We will present an overview of services then open up for questions. Refreshments served in-office. FOLLOWING this presentation you may stay for the Washington to Wall Street Seminar if you choose! See description to the right. We hope you stay!
'Washington to Wall Street'
Client & Public Seminar
9.28.23 5pm
We have partnered with Putnam investments to bring you a 'Washington to Wall Street update'. This educational seminar will discuss changes to the tax landscape, the state of Washington D.C., and the state of the markets. Location Beyond Wealth Management office & webinar. Refreshments to be served.
Wine Blending Experience
Clients & Guests
10.20.23 6pm
We are so excited to host our clients in partnership with Moffett Family Wines for this fun and exclusive wine blending experience guided by Trent Moffett of Moffett Family Wines. Wine blending, fun competition, light bites, and prizes to be provided. Clients may bring one additional person or couple to enjoy the evening with and we will pair you on a blending team together.
Guided Salmon Fishing
Private Client Event
8.8.23 - Full Day
Clients! Bring a friend along and join us as the Pendelton Whiskey Take Down Guide Service brings to you the experience of a lifetime. We will fish for Salmon in Astoria, OR as they flood in from the ocean to the mouth of the Columbia River. People come from all over the world to fish Buoy 10 - extreme water and extreme excitement!
Potluck - Clients & Guests
7.22.23 Between 2pm - 4pm
West Waluga Park Picnic Shelter
Advisor Kris Sleeman, i.e. 'Chef Kris' outside of work and Advisor Nick Christensen, would like to share some summertime favorite recipes with you. We thought it would be fun to have a potluck so you can share as well. (Not required!) Both advisors will cook up and serve a couple easy but amazing family favorites, and will put the recipes in a BWM summertime favorites recipe book for you to take home! Provide US with a favorite summertime recipe (drink, salad, side, dessert, etc.) BEFORE this event, to be included in the book, and be entered to win a HUGE summer gift basket Not only submit your recipe, but BRING your dish to share at the potluck and get double entries! Mark your calendars and stop by for summertime treats, drinks, games, your recipe book & giveaways. Bring family, friends, & kiddos. Submit receipes by 7/19 to msleeman@lifebeyondwealth.com.
'Grateful for Your Referrals' Dinner
6.30.23 6pm
A 'Thank You' to those who have recently sent referrals our way. We will have these dinners every few months in an effort to keep them small. Make it a date night with your spouse, bring a friend or couple, come solo, or bring your referral. This is a relaxed thank you dinner/drinks. No business, just appreciation.
Shred Event - Client & Public
6.9.23 11am - 2pm
Stop by our office parking lot (near the Containter Store at Bridgeport Village) to find a Shred Truck rented for your convenience. Safely destroy documents you're finished with! Refreshments served!
Cyber Security Insights Webinar
4.5.23 11:30am
Cyber security and personal information is increasingly at risk. Beyond Wealth Management has partnered with Gary Rossi, VP Fidelity Investments, to bring you his professional experience of more than 30 years as a private sector and law enforcement security professional. Gary has deep expertise in investigations on cyber fraud, risk mitigation and strategic planning. Prior to working with Fidelity, Gary served for 14 years as a Special Agent for the FBI, specializing in a variety of white-collar crime investigations, which included sophisticated financial fraud.
Holiday Public Event
12.03.22 12pm - 3pm
Snowy Photo Booth
Cookies & Cocoa
Come get your photo taken in our snowy Winter Wonderland scene!
This fun photo booth will be setup and ready for you to take fun photos, boomerangs, and more! Perfect timing for holiday cards - you'll receive a digital copy of your photos immediately!
Holiday Client Event
12.03.22 4pm - 7pm
Walkin' in a Winter Wonderland
Clients, Family/Friends of Clients, Children Welcome!
Cocktails, Cocoa, Candycanes, Scavenger Hunt, Door Prizes, Raffle, kid activities & More!
Photo Booth WILL also be setup during this event!
If you're getting a Santa photo, visit us during the event for your voucher.
Holiday Giving Tree
Open to the PUBLIC
11.14.22-12.16.22
Weekdays 9:30am-4pm or Drop in bin all hours
Our giving tree benefits WA County Project Homeless Connect, providing homeless friends with winter essentials.
Grab a tag, call the office for tag info., or drop off any NEW essentials, including: socks, coats, sweatshirts or pants. We have a Thank You surprise waiting for you!
Holiday Prize Wheel
Open to the PUBLIC
12.01.22 - 12.23.22
Weekdays 9:30am-4pm
Tis' the season of giving! Let's have some fun! Stop by our office and spin the wheel to see what you have been gifted! Adults & Kiddos of all ages will have a great time getting spoiled a little extra this season.