Saturday | September 18th, 2021
10:00 AM ~ 1:00 PM
The Westin South Coast Plaza, Costa Mesa
686 Anton Blvd, Costa Mesa, CA 92626
**Venue capacity limited to 325 guests
**First come, first serve!
**Seating is limited!
**This is a LIVE event. There will be NO replays.
JOIN US IN PERSON OR via ZOOM.
RSVP/REGISTER TODAY!
Investment in a Post-COVID World
The world has changed. Covid-19 is a historical event on par with WWI, the Great Depression and WWII. It’s effect will be felt for decades. In a post-Covid world, what is the Next Normal for our culture, our economy and most of all, your retirement?
🔴 Laila Pence, CFP® will discuss potential tax changes, planning strategies and how it could change your retirement plan for the next future.
🔴 Bill McManus, CIMA® (nationally recognized speaker) will discuss the latest research from the MIT AgeLab on how Covid has changed our world, our lifestyle, how we work, how we live and retire.
🔴 Dryden Pence will discuss our market outlook and how changes in governmental policy and human behavior will effect interest rates, inflation and investment opportunities worldwide.
JOIN US IN PERSON OR via ZOOM.
RSVP/REGISTER TODAY!
IN-PERSON ATTENDANCE
The Westin South Coast Plaza, Costa Mesa
686 Anton Blvd, Costa Mesa, CA 92626
9:30 am: Sign-in & Registration
10:00 am: Event starts
**Venue capacity limited to 325 guests
**First come, first serve!
**Seating is limited!
**This is a LIVE event. There will be NO replays
CONTACT US:
Please reach us with any questions regarding registration or Zoom.
Toll Free: (800) 731-3623
Direct: (949) 660-8777
team@pencewealthmanagement.com
Invite your friends and family to register!
Pence Wealth Management (“PWM”) is a sophisticated financial services practice within LPL Financial, LLC (“LPL Financial”) comprised of multiple financial professionals that provide a series of services including personal investment advisory, third party managed advisory and brokerage services. Pence Wealth Management, Inc. is an investment adviser registered with the State of California to provide financial planning services. The financial professionals affiliated with PWM are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser. As of 4/1/2021, the total assets serviced by PWM through LPL Financial consist of $1.7 billion in advisory assets and $300 million in brokerage assets.
PWM, LPL Financial, and Hartford Funds are separate and unaffiliated entities. Content to be presented is for general information only and not intended to provide specific advice or recommendations for any individual. 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 and Dryden Pence 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.
Pence Wealth Management and LPL Financial do not provide legal and/or tax advice or service. Please consult your legal and/or tax advisor regarding your specific situation.
[1] The Forbes rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
