Client Login

Events

 


This year is special. So much has happened and it’s time to put it all into perspective. The economy, the markets, and the world, in general, all seem to be spinning faster. And with speed comes turbulence. While we marvel at the changes in our lives today, what is most important is what is next. That is why our theme this year is “Back to the Future”.

You will not want to miss this entertaining look at where we have been, how far we have come, where we are going, and what it means for our daily lives. The food will be great, the friendship rewarding, and the information will be valuable.

This year’s luncheon will include:

  • An in-depth review of the new tax law changes by Laila Pence, CFP®. She will address some key investment, estate, and retirement planning issues and strategies.

  • An Economic Update by our Chief Investment Officer, E. Dryden Pence III. Dryden will discuss our expectations for the remainder of the year and how they affect our strategies and investments and what to watch out for next.
  • An entertaining and exciting look at innovation how it has changed our lives today and some of the exciting developments in the near future.

We hope you and your family can join us in celebrating our 21st Annual Client Luncheon. Please take this opportunity to invite your friends and family to introduce them to our firm.

As always, it is our privilege to serve you!

To RSVP online, click below

Or contact Milo Reyes at Ramilo.Reyes@lpl.com or (949) 660-8777 extension 129.


Location

Hotel Irvine – Grand Ballroom
17900 Jamboree Road Irvine, California, 92614

Please bring your parking ticket for validation


 

Pence Wealth Management Educational Events

banner-events


Turn on the news and it seems we bounce back and forth from crisis to crisis. The noise and hype can make you crazy and fearful. Many of our clients are looking for perspective and an objective and realistic evaluation of what is really going on and what it means to each of us.

Learn how Pence Wealth Management, pioneer of Choke‐Point Investing™ strategies, can help you make a difference in your financial life.  We will share with you Pence Wealth Management process and approaches.

As we start a new year and a new presidency, what can we anticipate in the economy and the markets? Many of our clients are looking for perspective and an objective and realistic evaluation of what is really going on and what it means to each of us.

If you ever wanted someone to help explain – – in plain English – – what is really going on, now is your chance. Come and learn what is happening, what is ahead. Please join us for a special presentation by Dryden Pence, Chief Investment Officer of Pence Wealth Management, and listen to how he is navigating through these current events.

We would be honored by your presence.


What’s in Store for 2018?
& What Should You Be Doing Now?

Upcoming Events


Events by by Pence Wealth Management


Private Brief Locations

Click to view map and get directions

 

The economic forecasts set forth in the presentation may not develop as predicted.

Read our notice on filming and photography at events & programs, click here.

Pence Wealth Management and LPL Financial are separate entities.
The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No products will be discussed.

Laila Pence and E. Dryden Pence III are registered representative with, and Securities & Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

All Financial Consultants at Pence Wealth Management are Registered Representatives with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. Financial Planning offered through Pence Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: Alaska (AK), Alabama (AL), Arkansas (AR), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Michigan (MI), Minnesota (MN), Mississippi (MS), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV),

New Hampshire (NH), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), North Dakota (ND), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wyoming (WY), Washington (DC)

Laila Marshall-Pence CA Insurance Lic# 0545421

BC_badge_black_small