Calendar

Wealth Management Network 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 .

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 Network 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 Network 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 Network 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.

An Educational Series on Alternative Investments: Beyond Stocks and Cash Presented by Wealth Manangement Network

February 28, 2007: Hedge Funds
May 30, 2007: Absolute Return
August 22, 2007: Muni Arbitrage
November 28, 2007: 20th Anniversary Wealth Management Forum/Open House

Wealth Management is pleased to announce that we will be offering a year of educational programs on various alternative investments that are in the investment market today. Each event will be held from 4:00pm – 5:30pm 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 x205 or email Cheri at .

Schwab Institutional Impact 2007

October 28-31, 2007
Mandalay Bay Convention Center
Las Vegas, Nevada

Schwab Institutional is celebrating its 20th Anniversary with outstanding speakers, educational sessions and networking opportunities with a theme of “Celebrating Acts of Independents.” Wealth Management Network attends this annual conference and benefits greatly by participating. Our entire WMN team will be attending the conference this year to participate in multiple education sessions, hands-on workshops, sponsor exhibits and keynote addresses by Steve Wynn, Fareed Zakaria and Bono.

CalCPA Fall Seminar Educational Series

October 16, 2007
November 6, 2007
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 16 is the always-entertaining Danny Santucci speaking on Federal Tax updates. The speakers on November 6 are Barry Villines and Scott Jackson of Deloitte and Touche speaking on Real Estate Issues – Audit and Tax. Wealth Management Network has been a longtime supporter of the local CalCPA and will sponsor two evenings of the Fall Seminar Series by hosting a pre-seminar reception each of the two evenings.

CalCPA CFO of the Year 2007 (OC/Long Beach Chapter)

September 13, 2007
Irvine Marriott, Irvine CA

The first annual CFO of the Year awards will honor the many contributions of CPAs and financial executives in the Orange County/Long Beach business community. This event will bring together leaders and executives who have helped shape the economy and future of this marketplace. Honors include CFO of the Year at the public company, private company and not-for-profit, as well as awards for significant community service and lifetime achievement. Funds raised through the CFO of the Year will contribute to the CalCPA Scholarship Fund, which supports the educational endeavors of future CPAs and financial executives.

Wealth Management Network is proud to be a sponsor of the first annual award ceremony. If you know a CFO that should be nominated, please feel free to share their name with us.

For more information, contact Susan at 949-720-9980 x203.

11th Annual Invest in Yourself: Financial Strategies Conference for Women (Sponsored By W.I.S.E.)

September 8, 2007
Hilton Hotel, Costa Mesa, CA

Have you dedicated any time to becoming fiscally fit? Have you made time to review your investments? Have you put enough money aside for retirement? Join together with like-minded women and find the answers you need for your financial security at the 11th Annual Invest in Yourself Financial Strategies for Women. The Invest in Yourself conference provides timely financial information, captivating speakers, financial resource experts, and an opportunity to meet others who want to secure their personal financial freedom. The camaraderie and inspiration will motivate you to take charge of your financial future. The interactive conference is a day of answers and solutions to some real financial challenges facing women today. Accomplished keynote speakers and expert breakout speakers are available to help educate, motivate and inspire you with their wisdom. Some of the hot topics are retirement planning, improving your credit score, evaluating the real estate market, and alternative investments. The speakers will address your personal questions and provide many great tips and ideas.

Join Wealth Management Network, a 3rd year Bronze Sponsor, in becoming more “Health, Wealthy & WISE” at this all-day event at the Hilton, 3050 Bristol Street, Costa Mesa, CA. Dynamic keynote speakers include: Janet Bodnar, Deputy Director, Kipplinger's Personal Finance Magazine and Consuelo Mack, Anchor and Managing Editor, WealthTrack and Paul McCulley, PIMCO Portfolio Manager, Managing Director and Author. You'll have your choice of 20 breakout sessions. Early Bird Special (before August 31, 2007) $99 with lunch included.

For registration or conference information, contact Susan at 949-720-9980 x 203 or visit the conference website: www.invest-in-yourself.org.