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 9, 2024

Arnerich Massena joins Coldstream

SEATTLE – JULY. 9, 2024 – We are excited to announce our merger with Arnerich Massena, Inc. (“Arnerich Massena”), a Portland, Oregon-based investment advisory firm managing approximately $2 billion in client assets. Founded over 30 years ago, Arnerich Massena is led by co-CEOs Reegan Rae, CPWA®, and Bryan Shipley, CFA®, CAIA®. Like Coldstream, the firm [...]

June 11, 2024

Coldstream Expands Services with the Launch of Coldstream Risk Management

SEATTLE – JUN. 11, 2024 – We are excited to announce the continued expansion of our strategic client services offerings with the launch of Coldstream Risk Management. Formerly known as FIT Insurance, a subsidiary of Coldstream, this comprehensive risk management platform will now be completely integrated into the service offering for Coldstream clients. Built to [...]

March 8, 2024

Balancing Act: Women, Work, and Wealth Management

How often do we hear the women in our lives being referred to as “superhuman?” Women have long played the role of multitasking maestros – navigating the delicate balance between career aspirations and unnoticed work at home. A 2023 study by the Pew Research Center found almost half of women in heterosexual marriages earn as [...]

Katie MietusAlexandra Lambert
Contributions from: Katie Berntson, CFP®, Alexandra Lambert, Larissa Vidal, CFP®