Calendar

Wealth Management Forum

November 12, 2009
Health Care Reform – Views from O.C. Leaders – Moderated by, Rick Afable
Palm Garden, Newport Beach, CA

Wealth Management Network is pleased to announce our second forum for 2009 on Thursday, November 12th. Our guest moderator will be Rick Afable, M.D., M.P.H., President & C.E.O. of Hoag Memorial Hospital Presbyterian. He will moderate informative and insightful discussions by panel members which include prominent O.C. executives managing public and private providers of health care services, senior human resources and public policy executives. This forum will be held at the Palm Garden from 4:00 p.m. – 6:00 p.m. WMN will also offer beverages and light d’ oeuvres immediately following the forum at the WMN building, Suite 280. We hope you will be able to join us. Seating is limited; please R.S.V.P. to Cheri Billiet at 949-720-9980 ext. 205 or by November 2, 2009.

Highlights from the November 12th ~ Health Care Reform - Views from O.C. Leaders - Moderated by, Rick Afable, M.D., M.P.H., President & C.E.O. of Hoag Memorial Hospital Presbyterian ~ Held at the Palm Garden, Newport Beach. See photos from this insightful event

Orange County Community Foundation Annual Meeting

November 11, 2009
Island Hotel, Newport Beach, CA

The Orange County Community Foundation’s Annual Meeting is a wonderful opportunity for donors, colleagues, friends and the community to connect with one another and share in a celebration of giving as they highlight the accomplishments of the past year, and unveil their direction for the coming year. In supporting the Orange County Community Foundation’s mission to encourage, support, and facilitate philanthropy in Orange County, WMN is honored to be a returning sponsor for its Annual Meeting.

Host-A-Student Program

October 23, 2009
WMN Office, Newport Beach, CA

Advisers in the investment industry are inspiring role models to finance students. The CFAOCF, in an effort to continue to promote education and professionalism has launched the “Host-A-Student” program. Wealth Management Network will be hosting a 2-hour meeting in our suite with a group of students and a faculty advisor from a participating local university. WMN will describe the services we provide to our clients, our investment philosophy and be available for a Q&A session. WMN believes by doing this we can give back to the Society and the Community.

CalCPA Fall Seminar Educational Series

September 22, 2009
Irvine Marriott, Irvine, CA

Each year, the Orange County/Long Beach chapter of CalCPA offers several evenings of continuing education for their members. The speaker on September 22 is the always-entertaining Danny Santucci speaking on Taxes for Tough times: Tax, Bankruptcy & Financial Problems. Wealth Management Network has been a longtime supporter of the local CalCPA and will sponsor the September 22 Fall Seminar Series event by hosting a pre-seminar reception which is always well-received and appreciated by the CalCPA members.

Wealth Management Forum

May 13, 2009
Cowboy Ethics & Values – Getting America Back on Track – Guest Speaker, James P. Owen
Newport Beach Marriott Hotel & Spa – Grand Ballroom, Newport Beach, CA

Wealth Management Network is pleased to announce our first forum for 2009 on Wednesday, May 13th. Our guest speaker will be James P. Owen, 40-year Wall Street Veteran and Author. Mr. Owen will be speaking about the historical events happening on Wall Street over the past seven months and how to get American back on track. This forum will be held from 4:00 p.m. – 6:00 p.m. WMN will also offer beverages and light hors d’ oeuvres. We hope you will be able to join us for a wonderful evening of inviting conversation and discussions.

Highlights from the May 13th WM Forum ~ Cowboy Ethics & Values, Getting America Back on Track ~ Keynote Speaker, Jim Owen, 40-year Wall Street Veteran and Author ~ Held at the Newport Beach Marriott & Spa. See photos from this insightful event

C.H.O.C. Follies XII

April 2-4, 2009
Robert B. Moore Theatre, Orange Coast College, Costa Mesa, CA

This year’s program is titled, “The Princess & the Prius.” This hilarious musical production features 100 of Orange County’s prominent business, civic, and society leaders singing and dancing to raise funds for CHOC Children’s. Over the past eleven years, the CHOC Follies has earned a reputation as one of Orange County’s most original and successful charity events and has netted nearly $4 million for Children’s Hospital of Orange County and CHOC at Mission.

Once again, Wealth Management Network is proud to be a corporate sponsor of the Children’s Hospital of Orange County (CHOC) Follies.

For more information, please visit: http://www.choc.org or call 714-532-8690.

TOSHIBA SENIOR CLASSIC COMMUNITY BREAKFAST

March 3, 2009
Newport Beach Marriott Hotel & Spa, Newport Beach, CA

Wealth Management Network will again attend the Toshiba Senior Classic Community Breakfast. Lee Trevino will be this year’s special guest at the annual Breakfast.

The Toshiba Classic is the charitable leader on the Champions Tour. It has been under Hoag management for 11 successful years. The Toshiba Classic has raised more than $11 million for more than 45 different charities – the most on the entire Champions Tour. Those funds have made a significant impact on the local community. The primary beneficiary of the tournament is Hoag Memorial Hospital Presbyterian, a nationally acclaimed hospital that brings world-class healthcare to the community. The tournament also sponsors the Toshiba Classic Scholarship Fund, which has donated over $137,000 in scholarships and 74 Toshiba laptop computers over seven years to some of Orange County’s high school elite.

These remarkable charitable accomplishments are a testament to the generous support of the Toshiba Classic’s sponsors, and the tireless efforts of it’s more than 1,000 volunteers.

For more information on the Toshiba Senior Classic held at the Newport Beach Country Club, please visit: http://www.toshibaclassic.com.

Wealth Management Educational Forum & Holiday Open House

December 10, 2008: America In Transition ... Looking To The Future – Guest Speaker, Hugh Hewitt
WMN’s 610 building lobby-level conference room, Newport Beach, CA

Wealth Management is pleased to announce that we will be offering the last educational forum for 2008 on Wednesday, December 10th. The topic will be on the national election results, and Hugh Hewitt, nationally-recognized political commentator, will be our guest speaker. This event will be held from 11:30 a.m. – 1:30 p.m. WMN will also offer a delicious catered lunch during the program. It is our hope that you come and enjoy the inviting conversation and discussions.

WMN will also be hosting a Holiday Open House immediately following the educational forum from 1:30 p.m. – 5:00 p.m. in the WMN office, Suite 280. Plenty of food, beverages and Holiday Cheer! Plan to come early and stay late!

To RSVP or for more information please call Cheri Billiet at (949) 720-9980 x 205 or email Cheri at .

PIMCO Advisory Board

November 17, 2008
Newport Beach, CA

WMN Principal Laine Ainsworth was recently appointed to the PIMCO Advisory Board for Registered Investment Advisors. The eight member board meets several times each year to provide industry feedback to members of the PIMCO management team. The Board’s first meeting was held during the week of November 17th in Newport Beach, CA.

CalCPA Fall Seminar Educational Series

October 28, 2008
Irvine Marriott, Irvine, CA

Each year, the Orange County/Long Beach chapter of CalCPA offers several evenings of continuing education for their members. Topics can range from Accounting, Using Excel, Real Estate Transactions, to a Federal Tax Law update. The speaker on October 28 is the always-entertaining Danny Santucci speaking on Federal Tax updates. Wealth Management Network has been a longtime supporter of the local CalCPA and will sponsor the October 28 Fall Seminar Series event by hosting a pre-seminar reception which is always well-received and appreciated by the CalCPA members.

CIWM Quarterly Underwriters Session

August 18, 2008
The Paul Merage School of Business at UC Irvine, CA

On Monday, August 18th, WMN principal Mark Moehlman will chair the quarterly session of Charter underwriters of the Center for Investment and Wealth Management at UC Irvine’s Merage School of Business. 35 investment managers and wealth management practitioners have pledged $2 million to launch this valuable community resource.

CalCPA Orange County/Long Beach Chapter Leadership Party

August 16, 2008
Forster Mansion, San Juan Capistrano, CA

Wealth Management Network who partners with CalCPA as a corporate sponsor for the Fall Seminar Series, Economic Outlook Breakfast and other sponsored events throughout the year, will be attending the OC/LB Chapter Leadership Party. WMN looks forward to having fruitful conversations with the CalCPA Leaders and to further strengthen their business relationship.

Wealth Management Educational Forum

June 12, 2008: Global Rebalancing Perspective - Guest Speaker, Paul McCulley
WMN’s 610 building lobby-level conference room, Newport Beach, CA

Wealth Management got and early start to summer fun by hosting Paul McCulley, PIMCO’s chief economist and Fed guru, at our June Wealth Management Forum. Approximately 70 clients, friends, family and other professional “center of influence” packed the lobby-level conference center in our building to hear Mr. McCulley tell us what has happened, and what is likely to happen, on the global financial stage. “Too much of the wrong kind of debt” and “The rise of emerging economies and fall of developed economies” are two phrases that summarize PIMCO’s and Paul’s perception of reality. While not predicting an apocalyptic crisis, Mr. McCulley did opine that “What took years to create will not be cured in a matter of months!” Suffice it to say, it was a most informative hour.

See photos from this insightful event

10th Anniversary of the C.H.O.C. Follies

March 13-15, 2008
Chapman University Memorial Auditorium, Orange, CA

Once again, Wealth Management Network is proud to be a corporate sponsor of the Children’s Hospital of Orange County (CHOC) Follies, which this year will support the KidsCare Fund. The KidsCare Fund provides unrestricted operational support for numerous hospital programs. These include inpatient and outpatient medical care, as well as injury-prevention programs, research and medical/nurse training programs.

This year’s program is titled, “Waiting for CHOCMAN – A Musical Mockumentary.” Over the past ten years, the CHOC Follies has earned a reputation as one of Orange County’s most original and successful charity events and has netted over $3 million for Children’s Hospital of Orange County and CHOC at Mission.

For more information, please visit: http://www.choc.org or call 714-532-8690.

TOSHIBA SENIOR CLASSIC COMMUNITY BREAKFAST

March 4, 2008
Newport Beach Marriott, Newport Beach, CA

Wealth Management Network is a corporate sponsor of the Toshiba Senior Classic Community Breakfast. Jay Haas, last year’s Toshiba Classic champion and two- time Champions Tour Player of the Year, will be this year’s special guest at the annual Breakfast.

The Toshiba Classic is the charitable leader on the Champions Tour. It has raised more than $10.1 million for more than 20 different charities--the most on the entire Champions Tour. Those funds have made a significant impact on the local community. The primary beneficiary of the tournament is Hoag Memorial Hospital Presbyterian, a nationally acclaimed hospital that brings world-class healthcare to the community. The tournament also sponsors the Toshiba Classic Scholarship Fund, which has donated over $137,000 in scholarships and 74 Toshiba laptop computers over seven years to some of Orange County's high school elite.

These remarkable charitable accomplishments are a testament to the generous support of the Toshiba Classic's sponsors, and the tireless efforts of its more than 900 volunteers.

For more information on the Toshiba Senior Classic held at the Newport Beach Country Club, please visit: http://www.toshibaclassic.com.

Wealth Management Education Forums

February 28, 2008: Strategic Estate Planning
June 12, 2008: A Global Rebalancing Perspective
October 28, 2008: National Election Perspective
WMN Suite 280, Newport Beach, CA

Wealth Management is pleased to announce that we will be offering a year of educational programs on various topics of interest that are in the investment market today. Each event will be held from 4:00 p.m. – 6:00 p.m. and will offer inviting conversation and discussions regarding a specific topic. We have invited renowned guests on each topic to speak. We will also offer light hors d’oeuvres and beverages during the program. It is our hope that you come and learn about a new market perspective.

To RSVP or for more information please call Cheri Billiet at (949) 720-9980 x 205 or email Cheri at .

Finance Day in the Life - Brown Bag Lunch at UCI - Center for Wealth Management (CIWM) Career Event

February 22, 2008, 12:00 pm - 1:30 pm
UCI Campus, Irvine, CA

Wealth Management Network's co-founders, Mark Moehlman and Laine Ainsworth, are charter members of the Center For Wealth Management at UC-Irvine. This brown bag discussion allows WMN a great opportunity to be a part of a panel where the UCI MBA students can ask questions surrounding career paths, skill sets, and professional credentials needed to be successful in today's financial world. The UCI MBA students can learn and structure their studies in the right direction. It was a wonderful career event and proves that there is a need for the Center For Wealth Management for students to gain more knowledge.

For more information, please visit: http://www.merage.uci.edu/ResearchAndCenters/VIWM/index.aspx.

UC Irvine Center for Investment and Wealth Management (CIWM) One Day Conference Program

January 26, 2008
The Center Club, Costa Mesa, CA

Your Life, Your Wealth, Your Legacy... Preserving your lifestyle, growing your wealth and extending your legacy. The Paul Merage School of Business through its Center for Investment and Wealth Management offers this educational program from 7:30am to 5:00pm to provide an overview to the complex issues associated with wealth management including legacy, preservation of wealth, estate planning and philanthropy. No products or services will be sold during the conference. The purpose is strictly educational.

The faculty are highly experienced experts from top wealth management companies who have collectively served hundreds of families and bring abundant experience to help you better understand how to organize and develop your own individualized plan.

Who Should Attend?

  • You realize that you have a lot more to manage than just your financial assets.
  • Your most precious assets are your loved ones and your personal and family legacy.
  • You would like to preserve and grow your assets while maintaining your desired lifestyle, preserving your family values and providing for children and perhaps elderly parents.

What you will learn:

  • Preserve and grow assets
  • Provide your desired lifestyle today
  • Develop a tax efficient estate plan that will provide for your heirs
  • Support your philanthropic interests
  • Pass on your family legacy
  • Maintain family harmony and relationships
  • Liquidity events
  • Private equity
  • Succession planning

Program Cost:
(includes conference materials, continental breakfast, lunch and wine and hoers d’ ouvres reception)

  • $395 for the first person
  • $200 for the second person from the same family or organization
  • $200 for UCI alumni
  • $150 for faculty and Merage Alumni

For further information you can contact Mitch Spann, Director of Development at the Paul Merage School of Business at 949-824-1655.

CalCPA Economic Forecast Breakfasts Featuring Dr. Esmael Adibi from Chapman University

January 23, 2008
Westin South Coast, Costa Mesa, CA

The O.C. Ninth Annual Economic Forecast 2008 breakfast features Dr. Adibi, a prominent, entertaining Chapman University economist will share outcomes of his 2007 forecast and what's in store for 2008. Wealth Management Network is proud to be a sponsor of this annual event for the 4th year. Over 200 Orange County CPAs attend this event.

Guests are welcome. To find out more information about this event, please visit their website at http://www.calcpa.org/OCLB/index.htm.

Wealth Management Annual “Advance”

January 4, 2008
Blue Lantern Inn, Dana Point, CA

Annually, the entire WMN team takes one day to focus on the business of Wealth Management Network. At this advance, we analyze the past year and prepare goals for the upcoming year. It is an opportunity to discuss the successes we had as well as areas that we could improve upon to make the investment process the best experience for our clients. We also use the annual advance for team-building exercises often facilitated by a third-party and always walk away knowing each other better and enthused about the opportunities in the new year.