Offices of Transamerica Financial Advisors, Inc.
2nd floor of The Container Store Building in Bridgeport Village
(enter the building through the SE corner lobby)
It's time for a workshop where you and your guests will be treated to four incredible WOW members in the financial, legal & marketing professions. They will present contemporaneous topics that will give insight & useful tools to safeguard your business and create new strategies for success.
Whether you are self-employed, own a small or large business or an employee of any kind of business, this workshop is for you. You will leave with skill sets and new ideas to jump start 2020!
Enjoy a lovely casual meal catered by Luckee Dutch and a no-host wine bar featuring Natalie's Estate wines!
Our Presenters & Topics
"Getting Organized & New Principles"
Independent Financial & Investment Advisor
Julie Johnson has been an Independent Financial and Investment Advisor since 1999. She is also a Senior Marketing Director at WealthWave, the How Money Works company.
Their mission statement is: To protect and build wealth for the families we serve. To increase financial literacy and provide solutions that can deliver more confidence for our clients and associates.
In addition, Julie serves as the Portland Director for 2nd Saturday, the divorce education program offered by the national non-profit, WIFE.org, the Women's Institute for Financial Education.
"Business Basics & Legal Concerns - Ask a Lawyer"
Managing Partner - TKF Law, LLC
Recognizing her clients’ needs for specialized regional support, Tonna Faxon is the Managing Partner of TKF Law in Newberg, Oregon; a Partner with Evangeline Fisher Grossman Law in Los Angeles, California; and serves Of Counsel to Comitz | Beethe PLLC in Scottsdale, Arizona.
This progressive arrangement ensures that her clients have the quality support and representation they need in a wide variety of legal specialties, no matter where their legal pursuits may lead them.
Often, her clients seek help with very stressful and important concerns impacting their lives and businesses. Tonna zealously advocates for her clients while never losing sight of the need for practicality and compassion.
"Marketing & Social Media -
Visual Storytelling That Gets Results"
Get ready for the top 3 marketing elements in 2020 that driving consumers to companies
Kristin Spear & Joanne Miller - Partners
Kristin and Joanne have 25 years of combined experience in sales and marketing with emphasis and passion on building communities. WineHaus is a one-stop marketing shop with a focus on wineries but their marketing and social media knowledge can assist any small business owner.
“We build and grow your community through social media and digital marketing. We train your service staff on your story, your wines, and how to make a connection with that new face walking through your door. These are the foundations to get your brand out there and that translates to sales for your company.”
Natalie's Estate Winery - No-host Wine Bar
Special prices for WOW at $7 a glass
2018 Big Sky Pinot Gris ($23 per bottle)
2019 Natalie's Estate Rose ($23 per bottle)
2015 Natalie's Estate Syrah ($30 per bottle)
Natalie’s Estate Winery is nestled in the quiet foothills of the Chehalem Mountain AVA in Oregon’s viticulturally famous Willamette Valley. Founded in 1999 by owners Boyd and Cassandra Teegarden, this family run operation combines personal attention with a broad portfolio of wines to create the ultimate wine experience.
Luckee Dutch Catering
Menu for the Evening
An assortment of our in-house potato slider bun sandwiches consisting of the following:
Turkey & Cranberry Herbed Cream Cheese
Turkey & Ham, Lettuce, Cucumber with Mayo
Spinach Salad with our in-house Chia & Poppyseed Vinaigrette dressing and topped with sautéed Chicken, Bacon, Onion, Craisins, Adriatic Figs, Strawberries, Feta Cheese, and Candied Walnuts.
Luckee Dutch Bakery is a family owned and operated bakery located at 312 E 1st Street, Newberg, Oregon 97132. The bakery was established in 2011 focusing on cookies. The license changed in the middle of 2011 to a full service bakery. At that time Luckee Dutch increased its offerings to include cakes, pies, pastries, and other specialty treats such as cheesecakes.
Many gluten-free customers find Luckee Dutch wheat-free products safe for consuming even though Luckee Dutch produces bakes both wheat and gluten free options in the same kitchen. Luckee Dutch has received 5-star rating on Yelp for two years in a row.
Charge your ticket online - preferred
If you are paying by check, make it payable to WOW and please email Meri to expect a check.
The Kelly Group Real Estate
215 N. Blaine Street
Newberg, OR 97132