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Complimentary Guided Planning System
Phone: 1-714-617-4394
Center Tower Suite 860, 650 Town Center Drive, Costa Mesa, CA 92626-7192
Complete retirement management services delivered by experienced and caring finance professionals.
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There is no obligation for this initial consultation. Share your retirement goals and we will see if we can help. Learn More
Our fiduciary duty requires that we recommend and provide only those services and products that are in your best interest.
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Experience for yourself why this might be one of the most important and enlightening luncheon or dinner seminars you will ever attend. Learn More

Seminars & Workshops

Call: 1-800-769-9731

At Wealth Financial Group West, Inc. we know the last few years of severe market volatility have forced those in or approaching retirement to re-examine long held financial beliefs. Many are concerned that they may outlive what they have worked so hard to accumulate. Others who have accumulated wealth, don’t have a plan that gives them a clear picture of how they can successfully transition and then navigate the financial final third of their lives.
 
For those with these concerns, the question often is not should they do “something” different, but rather who should they TRUST to do that “something” with.
 
We offer two distinct and enjoyable ways to help you determine if a relationship with Wealth Financial Group West might be in your best interest.
 

Dinner Seminars: Our complimentary dinner seminars are designed to offer a stress free way for you to meet us and for us to meet you. There are no products offered or suggested at our seminars. Instead of a lecture, we through interaction, focus on the concerns of those who attend. Frequent seminar topics include: asset allocation, income and tax planning, long term care preparation and investing. We welcome you to join us.
 

Retirement Planning Workshops: Offered through the “Richness of Life Institute” this 6 hour comprehensive financial planning course is taught on 3 consecutive Wednesday evenings of 2 hours each and held at Orange Coast College in Costa Mesa. The curriculum openly examines all types of investment vehicles available today and does so in an unbiased manner, explaining in a clear way the “up and down” sides of each. Class interaction, questions and discussions make these sessions not only educational but very enjoyable as well.
 

Here’s our schedule of upcoming seminars. To register right now, please call 1-800-769-9731 or click here.

 
October 30 & November 4, 2014
January 15 & January 20, 2015
Maggiano’s Little Italy – Costa Mesa

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The schedule for our upcoming workshop dates are listed below. To register, please click here
 

February 11, February 18 & February 25, 2015
July 8, July 15 & July 22, 2015
Orange Coast College

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