Insights

September 16, 2024

Coldstream Women & Wealth: Be Bold Webinar Recording

In Coldstream Happenings, Women and Wealth

Coldstream’s Women & Wealth Group’s Invest in Women Series brings you the newest event in the series: Be Bold: Reimagining the Impossible. Hosted as a live webinar, Coldstream moderators Larissa Vidal, CFP® and Katie Quick, CFP® were joined by special guest Beth Whitman, Founder of WanderTours. From tech sales to adventure guiding, Beth has built a community of solo women travelers seeking adventure. The byproduct of her guided tours continues to be camaraderie, life-long friendships, and inspiring women to revisit those “impossible” dreams and turn them into possible goals.

In this inspirational conversation on what you can accomplish when you reimagine the impossible, Beth describes some of her journeys, her process of discovery, and the amazing results she has seen both in her own life and those of the women who join her tours. She offers encouragement and advice for women, whether they are interested in traveling or just seeking inspiration in their personal growth journey.

You can view a recording of the webinar below or here.

Insights Tags

Related Articles

July 18, 2025

Caring for Our Community: The Erik Hansen Scout Park Project

Nestled along the mouth of the Kenai River, the Erik Hansen Scout Park had fallen into disrepair. The park was much beloved by Kenai locals, but received less and less use the more disheveled it became. In June 2025, a team from Coldstream—led by Jim Moore and made up of Roger Reynolds, David Powers, Dina Liening, Pierson Zahn, [...]

Contributions from: James L. Moore, AAMS®, CMFC®, Ethan Luxton, FPQP™

July 16, 2025

Coldstream Enhances Leadership Structure

SEATTLE, July 16, 2025 — We are excited to announce that we have enhanced our leadership team structure to improve processes and refine roles and responsibilities, as we successfully reached our three-year growth goals well ahead of schedule. As a rapidly scaling financial services firm, we have shifted our structure to address unique opportunities of [...]

June 24, 2025

Invest in Women: Well-Being at Any Age

We are grateful and honored to have cultivated such a remarkable community of women who attend Coldstream’s Invest in Women events. We hope everyone came away from our most recent event, Healthy Aging, as inspired and informed as we did. The discussion centered on what for many may be sensitive and intimate issues, and it [...]

Vonie Bright
Contributions from: Anne Marie Stonich, CFP®, CPA, Becky Wilcox, CFA®, MBA, FRM®, Vonie Bright, CFP®