WMN Team Invitation
Please Be Our Guest... On behalf of the entire WMN team, we cordially invite you to attend the WMN Educational Forum, a series of programs designed for clients and their advisers. It would be our pleasure to become better acquainted with you and your family in this informal educational setting.
The Wealth Management Forums are held at the Newport Center Conference Facility located on the ground floor of the 610 Newport Center Drive building. There is no charge for these informational sessions. For the Forum schedule, please consult the WMN website (www.theWMN.com). Because seating is limited and refreshments are provided, the favor of a reservation is kindly requested. You may indicate your desired attendance online via our website, or by calling us at 949.720.9980.
Please do not hesitate to avail yourself of our hospitality by accepting this invitation. We want you to experience firsthand the WMN promise: “Every client is treated as if they are our only client!”
We look forward to meeting you in the near future.
Laine R. Ainsworth, CFP®
Principal & Co-founder
Mark L. Moehlman, MBA
Principal & Co-founder