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Events

Events

Rise 2026: an afternoon of inspiration and connection

Event May 11, 2026 Vista Capital Partners

In 2026, Vista’s Rise event brought together 60+ women for an afternoon of conversation, connection, and purpose — featuring an inspiring talk with Susie Wright.

Legacy Panel
Events

Navigating wealth transfer: Insights from our panel discussion

Article June 4, 2025 Julia Tierney, CFP®

Wondering when—and how—to pass on wealth to loved ones? A candid conversation explores the emotional side of giving, with practical takeaways on timing, fairness, and legacy planning.

Webinar
Events

April 17, 2025: (Webinar) What today’s markets mean for investors

Article April 11, 2025 Vista Capital Partners

In this webinar, we share our perspectives on what’s driving markets, how we’re responding, and what this means for your portfolio and financial plan.

Webinar
Events

April 30, 2025: (Webinar) From paycheck to portfolio — Generating income in retirement

Event March 18, 2025 Vista Capital Partners

Transitioning from earning a paycheck to creating sustainable retirement income requires careful planning and a smart strategy.

Events

May 3, 2025: Secure shred and eRecycling event

Event March 5, 2025 Vista Capital Partners

Join us for our annual secure shred, electronics recycling, and book drive on May 3, 2025 at the Vista Capital Partners parking lot.

Webinar
Events

Webinar recording: Pre-Medicare healthcare planning

Event October 8, 2024 Jon Gannon, CFP®

What insurance options are available if you retire before age 65? We cover all the things you need to know.


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Active vs. passive Market timing Economy and markets Diversification Retirement Tax strategy Investment research Investor behavior Insurance Bonds Vista news Philanthropy

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