Our team is looking forward to your attendance at our annual luncheon event on Saturday, April 27th.

This year, we have an exceptional guest speaker, Bill McManus, who will enlighten us on the crucial topic of brain health and the significance of age-proofing your most valuable asset. Alongside, we’ll delve into insightful discussions on market and investment outlooks for 2024, effective tax planning strategies, and the undeniable power of compounding.

This luncheon offers a unique opportunity for you to shape your financial strategies for the year ahead and beyond.

Hilton Long Beach

701 W. Ocean Blvd,
Long Beach, CA 90831

Saturday, April 27, 2024

9:45 AM – 1:00 PM

Guest Registration: 9:00 AM

Presentation Starts: 9:45 AM


Complete the form below to save your seat.

Important Information

  • Fields with an asterisk* are required.

  • If you are not bringing any guest, please select “0” from the drop down menu.

  • Please provide First Name and Last Name of your guest so we can print the appropriate event name badges.

  • You will receive an email confirmation once you complete the form.

Invite your friends and family to this valuable event!

REGISTER TODAY! (RSVP Deadline – April 12th)


(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 2024 Top Women Wealth Advisors in America*) will discuss tax planning, potential tax changes based on the outcome of the election, long-term tax strategies and the power of compounding.

Bill McManus, CIMA®

(VP, Applied Insights/ Hartford Funds)

Widely quoted in The Wall Street Journal and Barron’s. Appeared as featured guest on Bloomberg Radio to discuss retirement related topics.

Bill McManus, CIMA® (VP, Applied Insights) will discuss the importance of brain health and how to age-proof your brain. Bill is responsible for engaging and educating both financial professionals and their cleints about current and emerging opportunities in financial services.

Invite your friends and family to this valuable event!

REGISTER TODAY! (RSVP Deadline – April 12th)


  • RSVP by April 12th.
  • Limited Seating. First come, first served!
  • This is a LIVE event only, there will be no replays
  • Valet and Self Parking available. All parking will be validated


  • (9:45 AM – 12 PM PT)
  • Click the button below to register for a virtual seat via ZOOM.
  • Once you register, you will receive your unique Zoom link one week before and again 1 hour before the event.