Calendar
Wealth Management Forum
May 19, 2010
WMN's 610 building lobby-level conference room, Newport Beach, CA
Wealth Management Network is pleased to announce our first forum for 2010 on Wednesday, May 19th. The topic will be Absolute Opportunity Strategy Fund. Jay Compson from Absolute Investment Advisors along with another guest speaker (to be announced soon) will be leading the discussion. The forum will be held at WMN’s 610 building lobby-level conference room from 3:00 p.m. – 7:00 p.m. WMN will also offer beverages and d’oeuvres immediately following the forum in 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 May 5, 2010.
C.H.O.C. Follies XIII
April 1-3, 2010
Robert B. Moore Theatre, Orange Coast College, Costa Mesa, CA
This year’s program is titled, “The Wizard of O.C.” This madcap musical takes you from la-la land to la-la laughter and 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 twelve years, the CHOC Follies has earned a reputation as one of Orange County’s most original and successful charity events and has netted nearly $4.5 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.chocfollies.org or call 714-532-8690.
Toshiba Classic Breakfast with a Champion
March 2, 2010
Newport Beach Marriott Hotel & Spa, Newport Beach, CA
Wealth Management Network is proud to attend the 2010 Toshiba Classic Breakfast with a Champion. This year’s special guest is PGA Tour & Champions Tour Star Corey Pavin.
The Toshiba Classic is the charitable leader on the Champions Tour. One of the most successful tournaments in Champions Tour history, the Toshiba Classic has raised over $12 million in the past 12 year for its lead beneficiary Hoag Memorial Hospital Presbyterian, a nationally acclaimed hospital that brings world-class healthcare to the community, as well as other Orange County charities.
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 1,000 volunteers.
For more information on the Toshiba Classic held at the Newport Beach Country Club, please visit: http://www.toshibaclassic.com.
UC Irvine Paul Merage School
Business Outlook 2010
January 22, 2010
Hilton Irvine/Orange County Airport, CA
The Irvine Chamber and UC Irvine’s Paul Merage School of Business have teamed up once again to provide Orange County’s business community with the information they need to succeed at the 25th annual Business Outlook. Featured speakers are Andrew Policano, Dean, Paul Merage School of Business at UCI and David Crane, Special Advisor for Jobs and Economic Growth, Office of Governor Arnold Schwarzenegger. Wealth Management Network was once again a sponsor of this annual event, hosting a table of clients and professional referral sources.
CalCPA Economic Forecast Breakfasts Featuring Dr. Esmael Adibi from Chapman University
January 19, 2010
OC Hilton, Costa Mesa, CA
The O.C. 11th Annual Economic Forecast 2010 breakfast features Dr. Adibi, a prominent, entertaining Chapman University economist will share outcomes of his 2009 forecast and what's in store for 2010. Wealth Management Network is proud to be a sponsor of this annual event for the 6th year. Over 200 Orange County CPAs attend this event.
Wealth Management Annual “Advance”
Janurary 7, 2010
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.
UC Irvine/Paul Merage C.I.W.M. Fall 2009 Board Meeting
December 7, 2009
Executive Commons, The Paul Merage School of Business, Irvine, CA
Dean Andy Policano and the distinguished CIWM Board are meeting on Monday, December 7th to discuss issues germain to the management of private wealth.
Mark Moehlman, WMN’s Co-founder and Principal, is the Funding Chair of CIWM’s Advisory Board and current Chair of the Membership Committee. Laine Ainsworth, also a WMN Co-founder and Principal, Chair’s CIWM’s Program Committee. WMN is a Charter Member of the Merage School’s Center for Investment and Wealth Management.
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.