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Webinar: From paycheck to portfolio — Generating income in retirement

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You’ve spent decades building your wealth—now what? Transitioning from earning a paycheck to creating sustainable retirement income requires careful planning and a smart strategy. Join Vista Capital Partners’ Chief Growth Officer Rob Greenman, CFP®, and Director of Investments Alex Canellopoulos, CFA, for an insightful webinar on how to transition from earning a paycheck to building a reliable income stream in retirement.

Date & Time: April 30, 2025 at noon

Note: This webinar will be recorded. If you are unable to attend, please register and we will send you a link to the recording when it is available.

Register for Webinar

Webinar recording: Pre-Medicare healthcare planning

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If you’re planning to retire before the age of 65, this webinar is for you.

I recently had the opportunity to moderate this webinar, presented by Julia Fuentes, CIMA® WMS™, Financial Planning & Coaching Strategist for Vanguard Financial Advisor Services. Watch to learn about health insurance coverage options available before you’re eligible for Medicare.

  • Learn how HSAs can be used to offer tax advantages;
  • Discover common options for health care coverage prior to age 65;
  • And, discover how income planning can reduce our monthly premiums on Affordable Care Act plans.

Additional resources available from Vanguard:

HSA: Health account with a powerful wealth-building benefit (PDF)

Meet IRMAA Medicare’s income-related monthly adjusted amount (PDF)

Pre-Medicare Health Care Planning (PDF)

Take control of your retirement health care costs (PDF)

Webinar Recording: Cybersecurity & Fraud Prevention

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Cybercrime is projected to be a $10.5 Trillion industry by 2025, and the financial and emotional impact of being a victim has never been higher. Tactics such as phishing, social engineering, and malware are becoming more sophisticated every day and even the most digitally-savvy among us are at risk.

What can you do to protect your money, data, and privacy from fraud?

I recently had the opportunity to moderate an eye-opening webinar, presented by Aoife Ridge, Director of Advisor Services Fraud Prevention at Charles Schwab. Click below to learn more about steps you can take to prevent becoming a victim of fraud.

Webinar Recording: Philanthropic Giving Guide

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Vista recently hosted a webinar, Philanthropic Giving Guide: Honor Your Values & Maximize Your Impact. This webinar, recorded on Wednesday, November 8, 2023, was presented by Vista’s Director of Financial Planning, Jon Gannon, CFP®, and moderated by Chief Wealth Officer, Dougal Williams, CFA. They share actionable insights to maximize charitable impact while reducing taxes.

 

Medicare: An Educational Webinar (replay available)

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Vista recently hosted a special event, Medicare: An Educational Webinar. Our guest presenter, Elma Friend from Willamette Valley Benefits, LLC, shared great insights and information about Medicare, including:

  • Medicare Parts A, B, C, & D
  • Cost to purchase Medicare A and/or B
  • What to know if you are Medicare eligible and still working
  • How to coordinate Medicare benefits
  • And much more!

To watch a replay of the webinar, please click on the video image below.

 

Webinar: Year-End Giving Strategies that Maximize Impact and Tax Savings

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It’s a great time to reflect on the impact you want to make in the world, whether it be for the benefit of your community at-large, a specific cause, or in support of your loved ones. In this live webinar recorded on November 14, 2022, Vista’s Director of Legacy Planning, Julia Tierney, CFP®, and Director of Financial Planning, Jon Gannon, CFP® share actionable insights and strategies for defining your legacy, maximizing your philanthropic impact, and reducing your tax liability.

Webinar Replay

Webinar Recording: Optimism During Turbulent Times

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These are tumultuous times for investors, with stock and bond markets both down for the year.

In this 45-minute webinar, Dougal Williams, CFA and Chris Roberts, CFP® address common concerns, put them in historical context, and share a few reasons for optimism ahead. We cover key topics including:

  • Inflation
  • Geopolitical risk
  • Rising interest rates
  • Recession fears

Fall 2020 Market Update Webinar

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Hear from Chief Investment Officer Dougal Williams and Lead Advisor Rob Greenman on markets, the economy, and upcoming elections in this recorded webinar.

Table of Contents

(3:20)  What is the latest on markets?

(4:10)  Which market components have done well? Which have disappointed?

(5:44)  Why has the market soared since March, despite all the economic challenges?

(6:26)  What do we mean when we say, “the markets are forward-looking”?

(7:55)  Are markets detached from economic reality such as high unemployment?

(10:07)  Has active management been able to outperform in the current environment?

(12:56)  What are some of the challenges faced by disciplined investors?

(14:05)  How have different asset classes been performing?

(16:10)  Does it still make sense to diversify across popular as well as disfavored asset classes?

(18:43)  Should the November elections impact your investment decisions?

(22:35)  What’s new with Vista’s business operations?

(24:19)  What’s new with Vista’s sustainable (ESG) investment strategies?

(25:43)  What will a Biden or Trump victory mean for the economy?

(28:20)  How is the country going to manage the debt incurred due to 2020’s stimulus packages?

(30:45)  What is Vista’s advice for value vs. growth stock investments?

(34:50)  How is Vista managing its business risks?

(37:27)  What is Vista’s advice for investing in gold?

(39:00)  What is Vista’s advice for investing in bonds?

Your Top Questions Answered Webinar

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Hear our take on the market, investing through downturns, and how to make the most of today’s financial planning opportunities in this recorded webinar.

https://vimeo.com/415993689

Table of Contents

(3:27)  Should investors fear a recession?

(7:07)  Should investors be worried about the performance of a globally diversified stock portfolio?

(14:11)  Why have small-cap and value stocks taken a bigger hit and when will they rebound?

(17:42)  Is now a good time to invest a lump sum of money?

(19:49)  Should clients reduce or stop withdrawals from their portfolios?

(23:30)  What is the most important thing for clients to know about the CARES Act?

(28:01)  How does the CARES Act impact charitable giving?

(30:45)  How can clients give back during this time?

(33:53)  What are the rules for inherited IRAs under the CARES Act?

(34:40)  Should investors give up on international stocks?

(38:33)  How are we going to pay for this recovery?

(41:35)  Should we invest in big, safe, blue chip stocks?

(44:34)  How is Vista positioned to deal with this financial environment?