Past Events 2017FebruaryBSWM Client Appreciation Cooking Class Feb 28th 2017Our first ever BSWM Client Appreciation Cooking Class was an absolute success. We were thrilled to have brought together such a fun and engaged group of clients and friends! It was really wonderful to get out of the office and get to know you all in a more social and interactive setting. We hope you, and your tastebuds, had as much fun as we did!2016MayBlue Summit’s Medicare Lunch & LearnOur first ever Medicare event was a wonderful shared learning experience! We heard many positive comments about how well-informed everyone felt afterwards. We were so glad we could help educate everyone on an important aspect of their life, health and wealth. This event was so well-attended, we plan on hosting another one in September 2016.AprilEHC 2016 Gala "One People, Una Frontera" We had a wonderful time at the Environmental Health Coalition’s “One People, Una Frontera” Annual celebration on April 14th. This gathering recognized the individuals and groups that have dedicated their lives to building a healthy, unified border region. Blue Summit was proud to support the EHC and all their hard work in supporting clean air & water efforts in San Diego and Mexico. It was great to see our clients come out and support this cause too!2015December2015 Holiday PartyIt was great to get out from behind the desk and be with you in a light-hearted social setting! We hope you enjoyed meeting and hearing from all of our staff members about their roles in the firm. We also hope you walked away with some new connections, a happy belly of terrific food from our caterer, and some crafty gifts from our 10,000 Villages Booth! Til next time!Wine Tasting Event with Environmental Health Coalition & Bonterra WinesWe wanted to share with you a short recap of our very first W.I.N.E. (Wine, Investing, Networking, Environment) event last week. We had about 50 people in attendance who all walked away with a better understanding of the environmental sustainability work being done in our communities by the EHC, the shareholder activism work done by Blue Summit, and the many benefits of drinking organic wines by Bonterra. We thought it was a special way to intertwine some delicious food and drink with some food for thought. Everyone had a great time mingling and meeting with fellow clients, Blue Summit and EHC staff, and other members of the community!2014JuneBreakfast Botanical Garden TourSunday, June 22, 8:30 AM to 5:00PMOur client, Jim Wright, opened his famous “Botanical Haven” to Blue Summit for a Saturday morning Garden Tour. We got an up close & personal tour of one of the most amazing gardens in San Diego!Jim’s Botanical Paradise is host to over 50 species of palm trees, along with hundreds of varieties of orchids, bromeliad, and much, much more! This garden has been featured on 4 TV stations including interviews with Dave Scott and Loren Nancarrow. It’s been highlighted in Sunset and San Diego Home & Garden magazines as well as voted #1 on the Claremont garden tours.The purpose of this informal get-together was for our wonderful, like-minded clients and circle of trusted professional advisors, to be able to mix and mingle in a relaxing environment.August2014 EHC Awards CelebrationFriday, August 22, 6:00-8:30PMWe are excited to announce that Blue Summit was a proud sponsor of the Environmental Health Coalition's Annual Gala at Casa del Prado. Some of the guests included: Todd Gloria (Pres. SD City Council, Toni Atkins (Speaker of the CA Assembly) and David Alvarez (SD City Council Member), among others.Learn more about EHC EventsSeptemberPeople's Climate March San DiegoMonday, September 21, 12:30-5:00PMContact us for event detailsOctoberBarrio Live Bus Tour & Network MixerFriday, October 17, 3-7:00PMContact us for event details2013October Friday Lunch & Learn Workshop Investing in Distressed Affordable Housing Units Friday, October 4th, 12-1:00 PMContact us for event detailsJune Jim Wright's Famous Breakfast Garden Tour Saturday, June 1st, 9-10:30 AMClick here for photos of the garden Friday Lunch & Learn Workshop Investing in Healthcare Friday, June 7th, 12-1:00 PMClick here for event detailsMay Friday Lunch & Learn Workshop Four Steps to Invest in Real Estate Friday, May 10th, 12-1:00 PMClick here for event detailsApril Tax-Relief Social Hour for Clients & Friends In celebration of surviving yet another tax-filing deadline, we're hosting an informal get-together for our wonderful like-minded clients and professional colleagues to mix and mingle in a relaxing environment. Thursday, April 18th 5:30 - 7:30PM Blue Summit Sponsors Environmental Health Coalition's "Healthy Kids Victory" event For 32 years the EHC has campaigned in San Diego to improve health and the environment for San Diego families impacted by toxic pollution. The event will feature San Diego Mayor Bob Filner, other elected officials & EHC supporters for an evening of recognition & celebration. You are invited to join us, info here: http://www.environmentalhealth.org/index.php/en/ Tuesday, April 23rd 6:30 - 8:30PMMarch First Fridays Monthly Lunch & Learn Education Series Investment that May Lower Your Taxes in 2013 Friday, March 1st, 12-1:00 PMClick here for event details Business Transition Workshop – Increasing Value Before Sale Judith Seid & Shane Yonston speak on an expert panel of advisors to business owners on how to maximize the value of their interest before exit. Location & details to be announced2012August Petco Park - Go Global, Go Green Hines Real Estate & Zevin Asset Management discuss their views on investing globally in sustainable, responsible assets in today's market environment. Tuesday, August 28th from 5:30 - 7:00 PMMay Shareholder Action: Part II Thursday, May 17th from 5:30 - 7:00 PM Location & more info TBA Business Transition Workshop – Discovering Life After Business Wednesday, May 23rd from 8:00 - 9:30 AMJanuary Business Transition Planning Workshop Wednesday, January 25th from 8:00 - 9:30 AM2011December Holiday Cocktail Party - RSVP Required Thursday, December 8th from 8:00 - 11:00 PM Click here to view event details Click here to view event photos (slide show pending) Shareholders Impacting San Diego: As You Sow Foundation Meets with Local Leaders Tuesday, December 13th from 5:00 - 8:00 PMOctober Mo'olelo Theater Company - "26 Miles" Thursday evening, October 13th from 7:30 - 9:30 PMClick here to view event details Shane Yonston Featured Speaker at Green MBA Alliant International School of Management October 21, 2011Click here to view this postJuly Exploring the "Cool Rich Kids" Movement Friday, July 29th at NoonJune Meet your Money Manager Webinar Friday, June 3rd at Noon Leaving a Legacy - Private vs Public Foundation Workshop Thursday, June 30th from 6:00 - 7:30 PMMay Alternative Investments Happy Hour Chat Thursday, May 26th from 6:00 - 7:30 PMApril Should you Exclude Nuclear Energy from your Portfolio? Friday, April 29th at Noon Blue Summit Advisory Board MeetingSaturday, April 30th from 8:30 - 10:00 AM Webinar - Investment Opportunities in Green Real Estate Thursday, March 17th from 10:00 - 10:30 AM Mo'olelo Theater Presents "Stick Fly" — Blue Summit Sponsors Pre-Show Reception Friday, March 11th at 6:00pmClick here to view events details.2010 Stock Market Hike Thursday, October 7th at 6:15pmClick here to view events details. Green Real Estate in Your Portfolio Thursday, August 19th at 7:30am - 9:00am Breakfast Meeting at Gio's Restaurant, 8384 La Mesa Blvd. La Mesa, CA 91941Click here to view events details. Stock Market Hike Thursday, August 5th at 6:15pmClick here to view events details. Stock Market Hike Thursday, July 1st at 6:15pm Slow Money's National Gathering June 9-11th, Shelburne Farms, VTClick here to view event details. Bravo! Awards 2010 Wednesday, May 19th at 5:30pm - 8:30pm 2010 Trusts & Estate Symposium Thursday, May 6th at 9:30am - 2:00pmClick here to view event details. Net Impact Hosts Shane Yonston to Discuss Career in SRI Wednesday, March 24th at 6:30pm - 7:30pm Blue Summit Advisory Board Meeting Friday, March 5th at 8:15am - 9:45am "Never doubt that a small group of people can change the world. Indeed, it is the only thing that ever has." ~Margaret Mead2009 The Role of Money & Women in the Middle East - A Key Driver Toward Sustainable Prosperity Thursday, October 29th at 7:30pm - 9:00pmClick here to view event details. Wealth Management and Your Business Workshop Friday, October 9 at 12:00 pm - 1:00 pmClick here to view event details. First Fridays Webinar Featuring Tom Moser, Founder of High Impact Investments Friday, October 2nd at 1:00pm - 1:30pm "Do you ever wonder about the problems associated with poor water quality, reliance on fossil fuels, poor nutrition or an overly drug-prescribed population?"Click here for event details Blue Summit Presents SRI at Broker-Delaer Leadership Conference - Seattle, WA Friday, September 18 at 10:00 am - 11:00 am Judith Seid, Featured as NAWBO Panelist - "Secrets of My Success" Wednesday, July 15 at 11:30am - 1:30pm First Fridays Sustainable Money Manager Webinar Series - Kevin O'Keefe, First Affirmative Financial Network Friday, July 10th at 1:00pm - 1:30pm "FAFN manages over $500M in custom-tailored portfolios of mutual funds and separate accounts..."Click here to view event details. Judy Seid, Featured Speaker at Foothills Bar Associations - "The Value of Long Term Care Planning" Thursday, July 9 at 12:00pm - 1:00pm First Fridays" Sustainable Money Manager Webinar Series - Art Stevens, Calvert Foundation Friday, June 5th at 1:00pm - 1:30pm "Now in its 14 the year, the Calvert Foundation has grown to $200 Million of investor assets focused exclusively on investing in communities..." Click here to view events details. Join us at the Theater - FREE Tickets - Here's How... Friday, May 29th at 7:30pm - 9:30pm "Two fathers. A school shooting. Eight years later, how do we forgive and heal? Good Boys is the story of two men, one black one white, who meet eight years after a school shooting in which both their sons died, one a victim the other the shooter..."Click here to view event details. "First Fridays" Sustainable Money Manager Webinar Series - Carsten Henningsen, Portfolio 21 Friday, May 1st at 1:00pm - 1:30pm "Carsten is a pioneer in the field of social and environmental investing, as the founder of a global mutual fund committed to investing in companies incorporating environmental strategies into their business practices"Click here to view event details. Market Crisis Investment Opportunities Saturday, April 4th at 8:30am - 10:00am "We all know that declines in the real estate market have contributed to the current market crisis. High-risk mortgage backed securities, huge lenders going belly up, record-high foreclosure rates..."Click here to view event details. Real Estate & The Economy Tuesday, September 30th at 8:00am - 9:30am - The Broken Yolk "The bursting of the real estate bubble has now lasted 13 months and has caused far more damage than analysts initially forecast."Click here to view event details. Exploring a Green Building Partnership Friday, September 19th at 8:30am - 12:00pm - Ridgehaven Green Building "Imagine a building or an entire campus somewhere in San Diego, that incorporates the latest in sustainable design, where the tenants are a mix of non-profits, public offices, education centers, and social entrepreneurs..."Click here to view event details. Appreciation Event at The Theater Friday, September 5th at 7:30pm - 9:30pm - La Jolla Playhouse "Opening Night for Mo'olelo's showing of Susan Yankowitz's "Night Sky." Over 30 clients and professional affiliates enjoyed an evening..."Click here to view event details.2008 Blue Summit Hosts Art Gallery Happy Hour Wednesday, July 30th at 6:30pm - 8:00pm - Morrison Hotel Art Gallery Network with other socially responsible investors, enjoy Rock-N-Roll art, and get a brief update on the market.Click here to view event details. Green Investing: A Ripe Time for Alternative Energy Thursday, July 17th at 6:00pm - 8:00pm - The Ridgehaven "Green Building" Auditorium "Oil prices are skyrocketing. The temperature of the Earth is rising. Alternative energy has emerged as one of the fastest-growing markets in the past few years..."Click here to view event details. Healthy Portfolios, Healthy Environment: How to make your money matter Wednesday, May 14th at 6:15pm - 7:45pm - The City's Environmental Services "Green Building" "Learn about ways to support green companies and local efforts to reduce toxins in our environment."Click here to view event details. Y-Design Conference, 2008 - Thinkshop at USD: Investing in Sustainability Saturday, March 29th at 10:00am - 12:00pm - University of San Diego "Learn how aligning your investments with your values can reduce environmental, social, and governance risks."Click here to view event details. 2008 Investor Education Workshop Series - Toxic Chemicals in Products Thursday, February 28th at 6:30pm - La Mesa Office "Toxic Chemicals in Products: Financial Risks & Opportunities"Click here to view event details. Breakfast Presentation - What to do in Volatile MarketsFriday, February 15th at 9:00am - RSVP RequiredClick here to view event details.2007 Investor Education Workshop Series - Women & Retirement November 15, 2007Click here to view event details. Activists Tour Poseidon Desalination Plant October 2, 2007Click here to view event details. Blue Summit Leads Panel on Sustainable San Diego August 16, 2007Click here to view event details. Investor Education Workshop Series - Investing & Climate Change August 22, 2007Click here to view event details. Green Investing: Fighting Climate Change With Your Investments July 10, 2007Click here to view event details. Green Investing: Fighting Climate Change With Your Investments May 31, 2007Click here to view event details. Investor Education Workshop Series - Sudan Divestment May 10th, 2007Click here to view event details. Open House 2007 February 22, 2007Click here to view event details.2006 Investor Education Workshop Series - Socially Responsible Investment Basics October 18, 2006Click here to view event details. Investor Education Workshop Series - Green Real Estate June 21, 2006Click here to view event details. Investor Education Workshop Series - Alternative Energy March 6, 2006Click here to view event details.Community ServiceAt Blue Summit Wealth Management, two of our core values are education and community.As such, in addition to our ongoing quarterly investor-education workshops and our Annual Open House events, we make ourselves available as guest speakers at both local and national events, and volunteer our leadership for various community efforts.Feel free to contact us to attend a future event or to learn of our speaking availability for an event you are organizing.