Whether they’ve attend our private workshops or big seminars, our guests walk away with a wealth of beneficial information and valuable tools to help them take control of their investments and finances.

Dinner Presentation: Advanced Strategies That Could Boost Your Net Worth, Increase Your Retirement Income and Help You Pay Less in Taxes!

  • Date/Time: Thursday, May 9th at 6:15pm
  • Venue: Depot restaurant, 1250 Cabrillo Ave, Torrance, CA 90501

To request a seat, email events@confidencewealth.com

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Dinner Presentation: Advanced Strategies That Could Boost Your Net Worth, Increase Your Retirement Income and Help You Pay Less in Taxes!

  • Date/Time: Thursday, May 23rd at 6:15pm
  • Venue: Depot restaurant, 1250 Cabrillo Ave, Torrance, CA 90501

To request a seat, email events@confidencewealth.com

CLIENT WORKSHOP: BUSINESS MASTERY SERIES

  • Step-by-Step Guide to Self-Publishing workshop
  • 17 Strategies/Tools That Could Save Your Business Over $100,000 in Spending
  • Facebook Advertising for Beginners
  • Video Marketing: How to Use Videos to Attract New Customers
  • How To Set Powerful Intentions To Make Way For Prosperity and Well-Being
  • Set Up Your eCommerce Store in a Weekend
  • How Public Relations Can Help Increase Your Revenue
  • Event Planning—Throw a Red Carpet Event in 10 Easy Steps
  • Trademarks & Copyrights for the Entrepreneur and Business Owner
  • How to Quickly and Easily Create Webpages (Landing Pages) to Help Increase Sales and/or Get Prospective Clients
  • How to Use LinkedIn for Business

CLIENT WORKSHOP: LIFESTYLE SERIES

  • “The Power of Choice” workshop
  • “Decluttering for a Stress-Free New Year and a New You!” workshop
  • “How to Reduce, Relieve and Manage Holiday Financial and Family Stress” workshop
  • “How to Live Like a Millionaire When You’re a Million Short” workshop
  • “Therapeutic Massage Techniques That Could Drastically Improve Your Health” workshop
  • Traveling Solo, Safe and Smart: Embrace the Journey
  • Holiday Style Guide
  • How To Use Social Media To Strengthen Friends and Family Connections

EDUCATION SERIES

  • Social Security Strategies to Maximize Your Benefits!
  • The 2018 Tax Reform: Are You One of the Winners or Losers?
  • Annuity Basics 101 Workshop
  • Estate Planning Basics 101 Workshop
  • 5 Commonly Missed Tax Strategies That Can Potentially Save You Thousands
  • Retiring in Trump’s America: A Different Approach to Securing Your Financial Future
  • A Presentation on Tax, Estate and Retirement Income Planning
  • Annuities: Clarifying and Simplifying The Confusion Behind Them
  • Women-Only Event: How Can You Get Consistent Returns In Today’s New Economy?
  • The Stock Market: Are You Prepared For The Next Market Correction?
  • Long-Term Care: Planning To PROTECT Your Life Savings!
  • Annuities—What They Won’t Tell You!
  • Estate Planning Basics—Should You Have One?

 

Just Some Of Our Past Events

2019 Client Event

2015 Client Appreciation Event

2015 Allianz Event

2014 Client Appreciation Valentine Event

Client Cook-Off