EVENTS
Upcoming Events
Wed, September 14, 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
THURSDAY, JULY 8, 2021, 12:00 P.M. – 12:30 P.M. (PACIFIC DAYLIGHT TIME, PDT)
[/dica_divi_carouselitem][dica_divi_carouselitem title=”VIRTUAL “MASTER COMMUNICATOR” PROGRAM” button_url_new_window=”1″ image=”https://wms-llc.com/wp-content/uploads/2020/11/kelly-logo8.png” _builder_version=”4.16″ _module_preset=”default” header_font=”DM Sans||||||||” header_text_color=”#3f3f40″ subtitle_font=”||||||||” subtitle_text_color=”#000000″ global_colors_info=”{}”]December 15-17, 2020
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.[/dica_divi_carouselitem][dica_divi_carouselitem title=”LAUNCH OF WORLD’S LARGEST COI NETWORK” button_url_new_window=”1″ image=”https://wms-llc.com/wp-content/uploads/2020/11/kelly-logo8.png” _builder_version=”4.16″ _module_preset=”default” header_font=”DM Sans||||||||” header_text_color=”#3f3f40″ subtitle_font=”||||||||” subtitle_text_color=”#000000″ global_colors_info=”{}”]
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.
[/dica_divi_carouselitem][dica_divi_carouselitem title=”POST ELECTION DE-BRIEF WITH TUCKER GRACE” button_url_new_window=”1″ image=”https://wms-llc.com/wp-content/uploads/2020/11/Project_Logo_Blue_Transparent3.png” _builder_version=”4.16″ _module_preset=”default” header_font=”DM Sans||||||||” header_text_color=”#3f3f40″ subtitle_font=”||||||||” subtitle_text_color=”#000000″ global_colors_info=”{}”]
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?
[/dica_divi_carouselitem][dica_divi_carouselitem title=”THRIVING IN A BRAVE NEW WORLD” button_url_new_window=”1″ image=”https://wms-llc.com/wp-content/uploads/2020/11/Project_Logo_Blue_Transparentsmall2.png” _builder_version=”4.16″ _module_preset=”default” header_font=”DM Sans||||||||” header_text_color=”#3f3f40″ subtitle_font=”||||||||” subtitle_text_color=”#000000″ global_colors_info=”{}”]
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.
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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
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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