April is financial literacy month be on the lookout for events soon.
Webinar: OUR CURRENT MARKET OUTLOOK
THURSDAY, JULY 8, 2021, 12:00 P.M. – 12:30 P.M. (PACIFIC DAYLIGHT TIME, PDT)
VIRTUAL “MASTER COMMUNICATOR” PROGRAM
Invite Only Event
Over a three-day period, we invite you to spend three hours each day with us on Zoom where you’ll learn communication skills that will take you to the top of your game whether communicating by phone or videoconferencing.
LAUNCH OF WORLD’S LARGEST COI NETWORK
December 8, 2020 – 9:30AM PST
The Kelley Group, a leader in the area of communication skills and business development, is building the largest COI network in the world — The Professional Alliance Association for Centers of Influence (PAA COI). Register to attend the December 8th kick-off of the PAA’s first annual COI membership campaign and telethon.
POST ELECTION DE-BRIEF WITH TUCKER GRACE
December 2nd, 2020 – 5PM PST
Join us for this post-election webinar presentation. How can policy affect your portfolio? Does the election outcome affect the markets?
THRIVING IN A BRAVE NEW WORLD
November 18-19, 2020
As leaders, we must shift our mindset from surviving to Thriving in this Brave New World. Join us as we engage with 4 of the world’s most sought after thought leaders, to stretch our thinking and plan for what lies ahead.
Recent Social Media Posts
By Wealth Management Solutions The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the...
By Wealth Management Solutions When it comes to taxes, the better prepared you are, the easier this task will be and the sooner you will be done. We’ve created a tax-planning checklist for your tax...
In a relationship, it’s essential that both parties face financial planning decisions as a team. But this is easier said than done. Why is it so difficult for love and money to peacefully coexist? Finances can be an emotional topic, causing stress and fear, so many couples would rather avoid conversations about money altogether.
ReimaginINg How Financial Advice and Services
are Designed and Delivered
Wealth Management Solutions, LLC
4000 MacArthur Blvd, Ste. 600 East Tower
Newport Beach, CA 92660
Office: (949) 475-9700
Fax: (949) 475-9701
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
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