Berntson Porter’s events are for the benefit of current and future clients, CEOs and other C-level executives.

Events are centered on the issues and opportunities business owners and high-net worth individuals find relevant. We bring together experts on leading edge business and financial topics focusing on privately held companies. Events are complimentary to guests of Berntson Porter & Company.

We are continuously adding events, please check back for updates to this year’s lineup.

2019 Wealth Planning Summit

Tuesday, October 29, 2019 01:00 PM - 05:30 PM
Meydenbauer Center 11100 NE 6th St, Bellevue, WA 98004
2019 Wealth Planning Summit

Berntson Porter, UBS Private Wealth Management and AssuredPartners, bring you our annual Wealth Planning Summit, the Puget Sound region’s premier wealth planning event.

This year’s Summit revolves around Planning a Winning Strategy. Our lineup of dynamic expert speakers will leave you with insights on how to build a powerful strategy, presenting on topics relating to:

  • Winning With Investments, Politics and the Economy
  • Planning Winning Strategies for Businesses and Individuals
  • Creating a Winning Legacy with the new Seattle NHL Team

The Summit features renowned speakers:

  • Mari Horita: Vice President, Community Engagement & Philanthropy for NHL Seattle
  • Margaret Meister: President and CEO of Symetra Financial Corporation
  • Brian Mariotti: CEO and Director of Funko, Inc.
  • Rick Lazio: SVP of alliantgroup, former U.S. Representative for New York State
  • Rich Bernstein: CEO & CIO of Richard Bernstein Advisors LLC
  • Terry Cook: Managing Director of UBS Private Wealth
  • Greg Porter: Co-Founder of Berntson Porter & Company
  • Lorrie Baldevia: COO of AssuredPartners MCM

Watch highlights from the 2018 Wealth Planning Summit.


Year-End Preparedness for Bookkeepers: 1099s, QuickBooks and More!

Wednesday, November 20, 2019 08:30 AM - 11:30 AM
11100 NE 8th St Suite 400, Bellevue, WA 98004
Year-End Preparedness for Bookkeepers: 1099s, QuickBooks and More!

Are you ready for year-end? In this interactive session our Accounting Support & Bookkeeping Services team will prepare you for year-end activity. You’ll be ready to issue 1099s to your vendors, get QuickBooks tips and updates, and much more!

For more information or to pre-register email