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Pullman Office

205 East Main Street

Pullman, WA 99163

Tri-Cities Office

1363 Columbia Park Trail, Suite 202

Richland, WA 99352

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing useful information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 9, 2021

5:00p - 5:30p

Online Webinar - ZOOM

The Investment World Today and Factors Relating to ESG (Environmental-Social and Governance) investing

This timely webinar will cover current market moves, trends and outlooks as well as a discussion on how ESG (Environmental, Social & Governance factors) are playing a bigger role in the political and investing world. We welcome all, from the devotees to the curious to the cynics, to participate in this discussion on ESG investing and the overall financial markets.

May 26, 2021

4:00p - 4:30p

Online Webinar - ZOOM

Visualize Retirement

Are you ready for the emotional aspects of your golden years? Only 1 in 3 people at retirement age find that they are. Please join our team for our upcoming Webinar, "Visualize Retirement" with Jeff Feuerstein, AWMA® and Anneliese Johnson, CRPC® of Values & Vision Financial Advisors and guest speaker Erin Sheehan, Vice President and Regional Investment Consultant at T. Rowe Price. 

May 12, 2021

4:00p - 4:30p

Online Webinar - ZOOM

LPL Market Outlook

How will policy changes, politics, and a pandemic impact your portfolio in 2021? We know that 2020 was a year of big changes. Will 2021 be another dramatic ride? We are excited to host a discussion on the 2021 Market Outlook for the US with a market strategy author, speaker, and stock analyst with LPL. Please join our team for our upcoming Zoom Webinar, "LPL Market Outlook" with Jeff Feuerstein, AWMA® and Bill Skavdahl, AAMS® of Values & Vision Financial Advisors and guest Jeff Buchbinder, Vice President and Equity Strategist for LPL Financial.

April 28, 2021

4:00p - 4:30p

Online Webinar - ZOOM

Investing Behavior: Is your mind playing tricks on you?

To what degree do your emotions, your surroundings, and your personal biases impact your investing decisions? In this compelling brain science-related webinar, you'll be able to see what impacts your choices and learn how to make more objective ones. Please join us for our upcoming Zoom Webinar, "Investing Behavior: The investor's practical guide to behavioral finance" with Jeff Feuerstein, AWMA®, Brenda Cleven, and Anneliese Johnson, CRPC® of Values & Vision Financial Advisors and Ryan Garcia, VP Director and Regional Manager at Alliance Bernstein Investment Management.

April 14, 2021

4:00p - 4:30p

Zoom

Surviving the information superhighway: Be aware and be prepared

Please join our team for our upcoming Webinar, "Surviving the information superhighway: Be aware and be prepared" with Jeff Feuerstein, AWMA® of Values & Vision Financial Advisors and guest speaker Sean Mahoney, Director for MFS Fund Distributors, Inc. through Zoom Webinars.

March 31, 2021

4:00p - 4:30p

Zoom

Play On Purpose Webinar: Putting the power of play to work in retirement

Please join our team for our upcoming Webinar, "Play On Purpose: Putting the power of play to work in retirement" with Jeff Feuerstein, AWMA® and Anneliese Johnson, CRPC® of Values & Vision Financial Advisors. They will be joined by guest speaker Dan Starishevsky, Vice President of Strategic Relationships with Jackson National Life Distributors LLC through Zoom Webinars.

March 18, 2021

4:00p - 4:30p

Zoom

LPL Q&A Opportunity

Join Jeff Feuerstein, Anneliese Johnson, and Ken Hullings -- Senior Vice President of Business Development at LPL Financial -- for an interactive Q&A session regarding LPL's upcoming acquisition of Waddell & Reed, Inc.

October 29, 2020

7:00p - 8:00p

Online

July 16, 2020

6:30p - 7:30p

Online via Webex

April 14, 2020

2:00p - 3:00p

Online via Webex

February 27, 2020

12:00p - 1:00p

WSU CUB, Room 204

Feb. 27th Luncheon- Are your financial plans and WSU benefits on track to meet your goals?

See financial planning tools that can help WSU folks gain confidence and clarity toward their financial hopes and manage the risks specific to you.

February 26, 2020

12:00p - 1:00p

WSU CUB, Room 204

Feb. 26th Luncheon- Are your financial plans and WSU benefits on track to meet your goals?

See financial planning tools that can help WSU folks gain confidence and clarity toward their financial hopes and manage the risks specific to you.

February 19, 2020

6:00p - 8:00p

Clarkston Event Center

February 19, 2020

12:00p - 1:00p

South Fork Public House

Event Registration