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Thank You – CL2016

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Thank You for Coming – CL2016

19th Annual Client Luncheon

We at Pence Wealth Management would like to send a big thank you to everyone who came out to our 19th Annual Client Luncheon on Saturday April 30th, 2016. All of us at the firm were so happy to see so many smiling faces this year at the Hotel Irvine in Orange County California. We hope you enjoyed the event as much as we did.

From the Tech Bar, to our Chief Investment Officer’s Economic Outlook Presentation, and this year’s special guest speaker, it was a pleasure being able to bring opportunities like this to all our clients and guests. We hope that we were able to provide everyone who attended this year with an informative, educational and timely forum of presenters.

During this year’s 2016 Luncheon, we offered our guests with a special recap of our first ever “Thought Leader” event series with, Mohamed El-Erian.  Some may already be familiar with PWM’s other live events, like our more intimate “Private Briefs” to our larger  “Client Luncheons“. Our goal for our “Thought Leader” events is to provide audiences with exclusive, face-to-face, opportunities to hear some of the world’s most influential professionals and academics voice their perspectives on business, the economy, markets and more.

We are happy to announce that this year’s “Thought Leader” event drew over 300 guests to hear Mohamed speak, a man who is considered by Investment Advisory Magazine as one of the worlds “most influential people in and around the advisor community”.

For those interested in coming to our next event, we have Private Briefs in June. You can choose to attend either the Private Brief in Newport Beach on the 7th, or our Torrance Private Brief on the 8th.

Once again we would like to thank everyone who came out to the Client Luncheon on Saturday. We would love to hear your feedback on the event. By providing us with your comments, it will help us make future events like this better for future guests.

To relive the moments from our 19th Annual Client Luncheon, head on over to our Twitter and you can see photos from the event. Be sure to like our Facebook page and stay connected with Pence Wealth Management as we continue to bring you new content.




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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and may not be invested into directly.

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.  All investing involves risk including potential loss of principal.

The payment of dividends is not guaranteed.  Companies may reduce or eliminate the payment of dividends at any given time.  Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.  The Standard & Poor’s 500 Index is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy.

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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),

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