EVENTS

Upcoming Events

Wed, August 10, 2022 from 4:30 PM – 7:00 PM PDT

Location:
Bahia Corinthian Yacht Club
1601 Bayside Drive
Newport Beach, CA 92625

Our financial literacy workshop will teach teens and youths the basics of money management, budgeting, saving, debt, and investing.

This knowledge lays a foundation for teens and youths to build strong financial habits and avoid the most common mistakes that lead to a lifetime of money struggles.

This expert led workshop provides you the tools necessary to develop a lifetime of personal financial success. You will learn budgeting and personal finance and much more.

Topics Covered:

  • Fundamentals: Personal Finance – Budgeting vs. Spending – Saving vs. Investing – Wealth Pyramid
  • Advanced Subjects: Leveraging Insurance -Career Readiness -How Tax Brackets Work -5 Rules of Investing
  • Lab Topics: Credit vs. Debt -Estate Planning: Is it too early? -Buying vs. Leasing- Make the Most out of a 401k
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Wealth Management Solutions, LLC
4000 MacArthur Blvd, Ste. 600 East Tower
Newport Beach, CA 92660

Office: (949) 475-9700
Fax: (949) 475-9701

info@wms-llc.com

Security Licenses 7, 24, held at LPL
Richard Riva is licensed to sell insurance in the state of California. His principal place of business and domicle is California. CA Insurance LIC# OB22466

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

THE FINANCIAL CONSULTANTS AT WEALTH MANAGEMENT SOLUTIONS ARE ALSO REGISTERED WITH AND SECURITIES
OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. FOR HYPERLINKS TO FINRA AND SIPC SEE AT THE BOTTOM OF THIS PAGE. INVESTMENT ADVICE AND FINANCIAL PLANNING OFFERED THROUGH WEALTH MANAGEMENT SOLUTIONS, A REGISTERED INVESTMENT
ADVISOR. WEALTH MANAGEMENT SOLUTIONS AND LPL FINANCIAL ARE SEPARATE ENTITIES.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: California (CA), New Jersey (NJ), Nevada (NV), New York (NY), AND TEXAS (TX). 

www.finra.org & www.SIPC.org

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