Laila Pence | Tax & Financial Strategies
Laila Pence, CFP® (President of Pence Wealth Management/LPL Registered Principal) was ranked #5 in Forbes 2023 Top Women Wealth Advisors in America*. She discusses the recent passing of the Secure Act 2.0 bringing significant changes to retirement planning, as well as various financial and estate planning strategies.
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 securities and investment advisory services offered 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.
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.
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.
[*] Forbes Top Women Wealth Advisors (2023), was 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.
Rob Kron | Social Security & IRMMA Brackets
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).
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 securities and investment advisory services offered 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.
Rob Kron and Nuveen is not affiliated with or endorsed by LPL Financial and PWM. PWM and LPL Financial are separate 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.
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.
Dryden Pence | Economic & Market Outlook for 2023 & Beyond
Dryden Pence (Harvard Educated Economist, Chief Investment Officer of Pence Wealth Management, Ranked #7 in 2022 Top RIA Firms in the US by Forbes*) discusses the aftermath of the storm of 2022 and what’s ahead of the markets in 2023.
The financial professionals affiliated with PWM are registered with and securities and investment advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment adviser.
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 securities and investment advisory services offered 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.
Dryden Pence is a registered representative with and securities and investment advisory services offered through 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 ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best 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 receive a fee in exchange for rankings. Pence Wealth Management (“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. Pence Wealth Management, Inc. is an investment adviser registered with the State of California to provide financial planning services. Both PWM and LPL Financial were considered as part of the application process for ranking.
