Our team is looking forward to your attendance at our annual luncheon event. On April 29, we will discuss Secure ACT 2.0, the most significant change to your retirement plan in 15 years.
We will also present valuable information on market and investment outlooks for 2023-2025 and tax planning strategies. A delicious lunch and social time are included.
Our team is looking forward to your attendance at our annual luncheon event. On April 29, we will discuss Secure ACT 2.0, the most significant change to your retirement plan in 15 years.
We will also present valuable information on market and investment outlooks for 2023-2025 and tax planning strategies. A delicious lunch and social time are included.
REGISTER TODAY! (RSVP Deadline – April 18th)
(Chief Investment Officer of Forbes Top 7 RIA Firms in the US**)
Economist, portfolio manager and regular commentator for FOX, CNBC, CNN, Yahoo!Finance & Reuters
Dryden Pence (Harvard Educated Economist, Chief Investment Officer of Pence Wealth Management, Ranked #7 in 2022 Top Registered Investment Advisory Firms in the US by Forbes**) will discuss the aftermath of the storm of 2022 and what’s ahead of the markets in 2023.
(President of Pence Wealth Management, LPL Registered Principal)
Ranked as #1 in Forbes Best-In-State Wealth Advisors List for Southern California (2023)*
Laila Pence, CFP® (Ranked #5 in Forbes 2023 Top Women Wealth Advisors in America*) will discuss the recent passing of the Secure Act 2.0 bringing significant changes to retirement planning, as well as various financial and estate planning strategies.
(Advisor Education Consultant)
Featured on CNBC, Fox Business, Bloomberg and Advisor TV for his perspectives on financial planning and Social Security.
Rob Kron, CFP® (Social Security Presenter) will discuss Social Security Benefits, when to take it, the effect of Spousal Benefits, the hidden cost of extra Medicare premiums and Retirement Income Related Monthly Adjustment Amount (IRMAA).
REGISTER TODAY! (RSVP Deadline – April 18th)
Pence Wealth Management, Inc. (“PWM”) is a 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. PWM 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 12/31/2021, the total assets serviced by PWM through LPL Financial consist of over $1.95 billion in advisory and $383 million in brokerage assets.
PWM, LPL Financial, and Dr. Kevin Elko 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 Pence is a registered representative 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.
Dryden Pence is a registered representative with and offers securities and advisory services though LPL Financial, member FINRA/SIPC and a registered investment adviser. Mr. Pence may offer financial planning services through PWM 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.
[*] 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.
[**] America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerance vary, and advisors rarely have audited performance reports. Neither SHOOK nor Forbes receive compensation in exchange for its Registered Investment Advisor Firm placements or rankings, which are determined independently