Broker Check

2024 Events

Clients &#38; Public<br/>Feb 14 9:30-4:30<br/>Roses &#38; TREATS!<br/>BWM Office

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!

Please stop by the BWM office anytime this week.
Clients &#38; Public<br/>April 11 @ 4pm<br/>Apps &#38; Drinks!<br/>Brix Tavern<br/>

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.

Please Register HERE for Zoom & In-Person!
Clients &#38; Public<br/>May 8 @&#160;3-6pm<br/>Treats!<br/> Bridgeport Lot

Clients & Public
May 8 @ 3-6pm
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!

Located in Container Store Parking Lot
Client Invite Only<br/>June 6 @&#160;6pm<br/>Dinner &#38; Drinks! Babica Hen

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!

Call us if you have referred to us, or hope to!
Clients/Families<br/>July 21 1:30-3:30<br/>POTLUCK!<br/>George Rogers Park

July 21 1:30-3:30
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 &#38;&#160;Public<br/>August 14 @ 5pm<br/>Apps &#38; Drinks!<br/>Ponzi Vineyards&#160;<br/>

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! 

Register NOW!
Clients &#38; Public<br/>September<br/>Seminar Topic Poll Coming Soon

Clients & Public
Seminar Topic Poll Coming Soon

Poll coming on Facebook soon! If you have a topic you'd like to learn about, please email or call us and let us know. You help form what we offer!

Call or Email us!
Clients &#38; Friends<br/>Oct 5 @ 5pm<br/>Prizes!<br/>BWM Office

Clients & Friends
Oct 5 @ 5pm
BWM Office

A unique and fun event (bring your friends) learning about wine blending from Trent Moffet, then tasting & competing!
Do not miss this!

Register NOW - Limited!
Clients &#38; Public<br/>Oct 30 10-4pm<br/>TREATS Galore!<br/>BWM Office

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!

Stop By!
Clients &#38;&#160;Public<br/>Nov 4 - Dec 13<br/>Raffle Tickets!<br/>BWM Office<br/>

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 person with a story and a need. 1 raffle ticket per donation!

Stop by or call us!
Clients &#38; Public<br/>September<br/>Seminar Topic Poll Coming Soon

Clients & Public
Seminar Topic Poll Coming Soon

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 &#38; Public<br/>Dec 6, 13, 20<br/>10am - 3pm<br/>BWM Office

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!

Drop by & Spin!
Client Appreciation Holiday Party<br/>December 6th 4pm - 7pm @ TBA

Client Appreciation Holiday Party
December 6th 4pm - 7pm @ TBA

Extra special this year, as we host our party in a new space! Stay tuned for the location and festivities. What will remain the same? Pampering our clients. We apreciate you and want you to feel the love as holidays approach and the bustle begins. Plan to spend your evening relaxing and enjoying with us and like minded wonderful individuals. Although this event is closed to the public, clients are welcome to bring family or friends, but please pre-register. The sooner the better - it helps us so much!

REGISTER HERE (it's NEVER too early to help us plan for you!)

Past Events

Giving Tree<br/>November - all month<br/>Ofc hrs, or outdoor bin<br/>Public Event

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!

Drop donations at BWM Office
Client Pie Pickup Party<br/>Nov 16 12 - 5pm<br/>Client Event<br/>

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<br/>Dec. 1, 8, 15 10am-3:30pm<br/>Public Event<br/>

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!

Drop By During Above Dates/Hrs
Holiday Event<br/>Dec. 2<br/>PUBLIC: 2-4pm<br/>CLIENTS: 5-8pm

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!

Please RSVP!
'Beyond Investing'<br/>Public &#38; Client Presentation<br/>9.28.23 4pm

'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'<br/>Client &#38; Public Seminar<br/>9.28.23 5pm

'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<br/>Clients &#38; Guests<br/>10.20.23 6pm

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<br/>Private Client Event<br/>8.8.23 - Full Day

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 &#38; Guests<br/>7.22.23 &#160; &#160; &#160;Between 2pm - 4pm <br/>West Waluga Park Picnic Shelter

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

'Grateful for Your Referrals' Dinner<br/>6.30.23 6pm

'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 &#38; Public<br/>6.9.23 11am - 2pm

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<br/>4.5.23 11:30am

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<br/><sup>12.03.22 12pm - 3pm</sup><br/>Snowy Photo Booth<br/>Cookies &#38; Cocoa

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!

Sign Up Here! (Encouraged but not required!)
Holiday Client Event<br/><sup>12.03.22 4pm - 7pm</sup><br/>Walkin' in a Winter Wonderland

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<br/><sup>Open to the PUBLIC<br/>11.14.22-12.16.22 <br/></sup><sup>Weekdays 9:30am-4pm or Drop in bin all hours</sup>

Holiday Giving Tree
Open to the PUBLIC
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!

Stop By for a tag OR drop off any general donation
Holiday Prize Wheel<br/><sup>Open to the PUBLIC<br/>12.01.22 - 12.23.22 </sup><br/><sup>Weekdays 9:30am-4pm</sup>

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.

PLEASE Come Stop by our Office & SPIN!