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

Past Events
[dica_divi_carousel show_items_desktop=”3″ arrow_nav=”on” advanced_effect=”1″ arrow_nav_color=”#3f3f40″ align=”left” item_padding=”|||17px|false|false” _builder_version=”4.16″ _module_preset=”default” title_font_size=”25px” subtitle_font=”Alike||||||||” subtitle_font_size=”23px” body_font=”Alike||||||||” body_font_size=”23px” global_colors_info=”{}”][dica_divi_carouselitem title=”Webinar: OUR CURRENT MARKET OUTLOOK” button_url_new_window=”1″ image=”https://wms-llc.com/wp-content/uploads/2020/08/ClearStarFav.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=”{}”]

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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Recent Social Media Posts

Say Goodbye To Our Team Member, Marissa

Say Goodbye To Our Team Member, Marissa

By Richard Riva and Martin Lombrano Although we are very sad to have to say goodbye to Marissa, our client services associate, we want to express our deep gratitude for her years of dedication and...

Welcome To The Team, Melissa!

Welcome To The Team, Melissa!

By Richard Riva and Martin Lombrano Wealth Management Solutions is thrilled to welcome Melissa Bergeron to our team as our Client Service Manager! In bringing on Melissa, we are thankful that our...

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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

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

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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

About LPL Financial