Past Events

October 8, 2015
Worldview Advisors Open House
Lake Oswego, Oregon

Worldview Wealth Advisors is excited to announce that we will be hosting an early October open house at our Lake Oswego Operations Center! Drinks and appetizers will be provided. We look forward to seeing everyone there!

September 25, 2015
2015 Client Appreciation Night
Amsterdam, The Netherlands

CLVN and Worldview Wealth Advisors will host the annual Client Appreciation Night on September 25th in Amsterdam. The event is comprised of a dinner followed by a performance at the Dutch National Ballet.   We […]

September 11, 2015
Presentation to State Committee on PFP: Working with Foreign Nationals
San Mateo, CA

Andrew Fisher will be presenting to the State Committee on Personal Financial Planning at the offices of CalCPA, the leading advocacy organization for CPA professionals in California.   In his talk, Andrew will address the […]

May 26, 2015
Andrew Fisher to Attend FPA Conference
San Francisco, CA

Andrew Fisher will attend this year’s FPA North California Conference in San Francisco, CA.   The FPA NorCal Conference has been providing advanced educational sessions for our members and affiliated financial professionals for over 40 years. […]

May 21, 2015
Worldview Hosting Global Citizen Celebration with CFA Society of San Francisco
San Francisco, CA

Worldview Wealth Advisors, and President Andrew Fisher, will be hosting a CFA Society networking event in San Francisco to celebrate the cultural diversity of CFASF members. Whether born in a foreign country, lived abroad for a […]

March 19, 2015
Milton Ezrati and the Future of Globalization
Portland, OR

Worldview Advisors welcomes distinguished economist Milton Ezrati and author of Thirty Tomorrows: The Next Three Decades of Globalization, Demographics and How We Will Live for a discussion on globalization and the effect of demographics on […]

March 17, 2015
OHSU Hospital – Financial Planning for International Employees
Portland, OR

The Office of International Affairs at OHSU Hospital in Portland, OR is hosting a unique employee education session on international financial planning. The hospital has a large multi-national workforce comprised of international employees, faculty and […]

January 15, 2015
Fisher to Speak at IvyFon – Family Office Forum
San Francisco, CA

Andrew Fisher will be speaking at the 2015 “Family Office Trends” Forum in San Francisco, organized by the Ivy Family Office Network. Andrew will participate in a panel discussing emerging trends in the family office and […]

August 28, 2014
Short Game Golf Clinic

Worldview Wealth Advisors is jointly sponsoring a short game golf clinic later this month with Delap CPA’s and The Rose Law Firm on Thursday, August 28th at Oswego Lake Country Club.   Improve your short game! This […]

July 24, 2014
Andrew Fisher to be Guest Presenter: Webinar on Cross Border Retirement Benefits
Webinar

International Retirement Benefits: Strategies for providing retirement benefits to a global workforce   This webinar will take a close look at efficient & cost effective ways to apply retirement benefits to a globally diverse workforce.  […]