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 Management Summit

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

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

The Summit will feature renowned speakers to help guide you in today’s uncertain political and economic climate. You will hear from economists, money managers, tax specialists, and more! Check back for details on this year’s speakers.

Watch highlights from the 2018 Wealth Management 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