Events
Upcoming Events
June 9, 2026
11:00a - 12:00p
StoneRidge Wealth Management
Medicare Made Simple: Your Medicare Roadmap to Learn, Compare, and Prepare
There are so many changes and questions: What if? What Plan? My group or Doctor is leaving the network? Medicare Advantage or Supplemental? Are you seeing a specialist or on medications? What is covered and what isn't? Whether you are already on Medicare or planning ahead for your future, this workshop is designed to help you feel empowered and confident in navigating your Medicare options, especially as annual enrollment approaches.
"Not affiliated with or endorsed by the government or federal Medicare program" We do not offer every plan available in your area. Currently, we represent eleven organizations which offer 62 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all your options.
Guest speaker Patti Caveney of PDX Insurance Agent and Tanny Brown of Tanny Brown Insurance are not affiliated with or endorsed by LPL Financial and StoneRidge Wealth Management Team
Securities offered through LPL Financial Member FINRA/SIPC
June 9, 2026
2:00p - 3:00p
StoneRidge Wealth Management
Medicare Made Simple: Your Medicare Roadmap to Learn, Compare, and Prepare
There are so many changes and questions: What if? What Plan? My group or Doctor is leaving the network? Medicare Advantage or Supplemental? Are you seeing a specialist or on medications? What is covered and what isn't? Whether you are already on Medicare or planning ahead for your future, this workshop is designed to help you feel empowered and confident in navigating your Medicare options, especially as annual enrollment approaches.
"Not affiliated with or endorsed by the government or federal Medicare program" We do not offer every plan available in your area. Currently, we represent eleven organizations which offer 62 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all your options.
Guest speaker Patti Caveney of PDX Insurance Agent and Tanny Brown of Tanny Brown Insurance are not affiliated with or endorsed by LPL Financial and StoneRidge Wealth Management Team
Securities offered through LPL Financial Member FINRA/SIPC
Past Events
March 19, 2026
6:00p - 8:30p
SCP Hotels | Redmond, Oregon
You Are Invited - Meet Jeremiah Beam in Redmond, Oregon
We’d love to invite you to join us for a private dinner hosted by Jeremiah Beam with StoneRidge Wealth Management. With so much changing in today’s economy, having open and honest conversations about money and retirement matters more than ever. We’re bringing together a small group for an evening of exceptional dining, engaging conversation, and meaningful connection...
January 28, 2026
4:00p - 7:00p
StoneRidge Wealth Management
Open House
A space built for growth and one worth celebrating! Come and Join Us...
December 6, 2025
10:00a - 3:00p
Plumper Pumpkin Patch & Tree Farm
Our 7th Annual Jingle & Mingle - Come Join Us in the New Enclosed Barn!
Join StoneRidge Wealth Management for A Very Merry StoneRidge Holiday Celebration at Plumper Tree Farm on Saturday, December 6th, 2025, from 10 AM to 3 PM! Enjoy a festive day filled with live and DJ music by John Ross, hot beverages and seasonal treats, kids crafts, raffle prizes, a photo booth, and a special visit from Santa Claus. As our way of saying thank you, each client will receive a fresh handmade wreath or a voucher toward a beautiful Christmas tree. This year's celebration will be bigger and better than ever in our new indoor barn, where you can dance, mingle, and explore handmade crafts, baked goods, and local treasures all while staying warm and dry. Bring your family, dress in your festive best, and share in the joy of the season with us rain or shine! (Open for more Information)
October 9 - October 14, 2025
1:00p - 1:00p
Zoom Webinar
Cybersecurity Made Simple (Part 2): Cyber Scams | Zoom Event
We invite you to join us on Zoom for Part 2 of the Cybersecurity Series presented by Norman Luc, Sr. Analyst | Advisor & Investor Cybersecurity with LPL Financial. Norman will discuss how adopting new technologies unlocks innovation but also exposes us to evolving cyber risks. Today’s cyber criminals are more sophisticated than ever, targeting high net worth individuals and organizations with increasingly sophisticated scams. We will share real-world examples and practical tips to help you spot threats and safeguard your assets— so you can confidently navigate the digital world. Norman will share three examples of Gift card, Investment, and Tech Support Scams.
August 27, 2025
1:00p - 2:00p
Zoom Webinar - Details provided within Registration Confirmation
Medicare Made Simple: Your Medicare Roadmap to Learn, Compare, and Prepare
Whether you are already on Medicare or planning ahead for your future, this workshop is designed to help you feel empowered and confident in navigating your Medicare options, especially as annual enrollment approaches
February 22 - February 23, 2025
9:00a - 4:00p
Wingspan Event & Conference Center (Hillsboro Fair Grounds)
1st Annual Empowering Women's Expo- February 22nd and 23rd
Wingspan Event & Conference Center 801 NE 34th Ave Hillsboro, OR 97124 Saturday February 22, 2025 - 9am - 5pm Sunday February 23, 2025 - 9am - 4pm
February 12, 2025
Zoom- Replay
February 11, 2025
1:00p - 2:00p
Zoom
February 6, 2025
1:00p - 2:00p
Zoom
December 7, 2024
10:00a - 3:00p
Plumber Pumpkin Patch & Tree Farm