You are cordially invited to the
26TH ANNUAL PENCE WEALTH LUNCHEON
Date: Saturday, April 29th, 2023 | Time: 10:00 AM – 1:00 PM
Venue: The Westin South Coast Plaza
686 Anton Blvd, Costa Mesa, CA 92626
Registration Starts: Wed, February 15, 2023
You are cordially invited to the
Date: Saturday, April 29th, 2023 | Time: 10:00 AM – 1:00 PM
Venue: The Westin South Coast Plaza
686 Anton Blvd, Costa Mesa, CA 92626
Registration Starts: Wed, February 15, 2023
WEDNESDAY, FEBRUARY 15, 2023
(Chief Investment Officer, LPL Registered Principal)
Economist, portfolio manager and regular commentator for FOX, CNBC, CNN, Yahoo!Finance & Reuters
Dryden will discuss war, oil, inflation, market volatility and the outlook going forward in 2022. He will also address different investment themes, sectors and expectations for the Federal interest rate hikes.
(President of Pence Wealth Management, LPL Registered Principal)
Ranked as #1 in Forbes Best-In-State Wealth Advisors List for Southern California (2018-2021)*
Laila will discuss expectations from the Federal tax increase, donor advised funds, charitable trusts and financial planning strategies.
(Advisor Education Consultant)
Featured on CNBC, Fox Business, Bloomberg and Advisor TV for his perspectives on financial planning and Social Security.
Rob’s experience includes managing the Individual Retirement Account platform, industry-changing investment advice, and developing a comprehensive suite of financial planning tools.