Wealth Management Conferences

Hosted by Justin Klein and Steve Peasley

A current and interesting perspective on various subjects, from world economics to stock charting. These are lessons on finding companies to invest in or when to stay away from investments that may have financials pitfalls. It is always new and different for both the beginner and the experienced investor. Our wealth management conferences give you a leg up when navigating the financial sector. 

Upcoming Event

Earning Yield in a No-Yield World: Investing in Real Estate, Stocks & Bonds for Income

  • Understanding Real Estate Investing – From Buy & Hold to Vacation Rentals and Land Banking
  • How the Trade War and Economic Trends Will Affect Stocks & Bonds
  • Ways to Increase Your Income Potential & Defer Taxes using Trusts

Speakers will be InvestTalk Hosts Steve Peasley & Justin Klein, Real Estate Investing Experts Shevy Akason & Larry Roberts, as well as Trust Attorney Nicole Vettraino.

Event will go from 9 AM – 12PM on October 12 in Irvine, CA.  Only 50 Slots Available. Sign up before September 15th for early bird pricing of $25. Price will increase to $35 after that and $45 at the door.


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december, 2019

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