Calendar

Jan
5
Wed
Board Meeting @ Riverview Trust Company
Jan 5 @ 12:00 pm – 1:00 pm
Jan
18
Tue
Meeting @ Royal Oaks Country Club
Jan 18 @ 4:45 pm – 7:00 pm

“ECONOMIC & CAPITAL MARKETS OVERVIEW”

Andrew Hagerty joined Columbia Trust Company in 2016 and has over 17 years of experience in wealth management. As portfolio manager for our Oregon and Southwest Washington clients, he manages investments for families, trusts, non-profits and local municipal retirement plans.

Andrew holds the Certified Investment Management Analyst (CIMA) designation. Raised in Oregon, he earned his B.S. in finance from the University of San Francisco and M.B.A. in finance and international business from Marylhurst University.

Zoom Information:

Join Zoom Meeting
https://us06web.zoom.us/j/83832125421?pwd=M01DVm4zakMxeXNtcU9jQVRDSm1WZz09

Meeting ID: 838 3212 5421
Passcode: 961272

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Meeting ID: 838 3212 5421
Passcode: 961272

Find your local number: https://us06web.zoom.us/u/keGFNYuGCz

Feb
2
Wed
Board Meeting @ Riverview Trust Company
Feb 2 @ 12:00 pm – 1:00 pm
Feb
15
Tue
Meeting @ Royal Oaks Country Club
Feb 15 @ 4:45 pm – 7:00 pm

“Creating a Holistic Financial & Estate Plan for Families with Special Needs Loved Ones”
Guest Speaker: Alisha Langford, ChSNC, Abeona Group

4:45 p.m. — Social/Networking (hosted cocktail service)
5:30-6:30 p.m. — Dinner Service and Speaker Presentation

Royal Oaks Country Club, Vancouver, Washington

Join Zoom Meeting
https://us06web.zoom.us/j/82079006483?pwd=S3R2UDQ0VVVId2RLZ0E2Tk50Y3ZMUT09

Meeting ID: 820 7900 6483
Passcode: 692526
One tap mobile
+13462487799,,82079006483#,,,,*692526# US (Houston)
+17207072699,,82079006483#,,,,*692526# US (Denver)

Dial by your location
+1 346 248 7799 US (Houston)
+1 720 707 2699 US (Denver)
+1 253 215 8782 US (Tacoma)
+1 312 626 6799 US (Chicago)
+1 646 558 8656 US (New York)
+1 301 715 8592 US (Washington DC)
Meeting ID: 820 7900 6483
Passcode: 692526
Find your local number: https://us06web.zoom.us/u/k70BBX6yX

Mar
2
Wed
Board Meeting @ Riverview Trust Company
Mar 2 @ 12:00 pm – 1:00 pm
Apr
13
Wed
Board Meeting @ Riverview Trust Company
Apr 13 @ 12:00 pm – 1:00 pm
Apr
19
Tue
Meeting @ Royal Oaks Country Club
Apr 19 @ 4:45 pm – 7:00 pm

“How to Blend Art, Collectibles, and NFTs into Your Financial Planning Strategy”

Wendy S. Goffe, Guest Speaker

4:45 p.m. — Social/Networking (hosted cocktail service)
5:30-6:30 p.m. — Dinner Service and Speaker Presentation

May
4
Wed
Board Meeting @ Riverview Trust Company
May 4 @ 12:00 pm – 1:00 pm
May
17
Tue
Annual Meeting @ Royal Oaks Country Club
May 17 @ 4:45 pm – 7:00 pm
Jun
1
Wed
Board Meeting @ Greear Kramer Monaghan Deck
Jun 1 @ 4:00 pm – 5:00 pm