AWM Working For You

OMike attended the quarterly educational meeting for the Financial Planning Association in August. As a member of the Orange County chapter, it is a great way to continue the ongoing educational process. Special guest speakers included Carl Richards, author of The Behavior Gap. Carl has the ability to take complex financial concepts and simply the process into easy to read diagrams. You may have seen some of his art work in the office. The best financial plans focus on what's most important to you rather than what's going on in the markets. ur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Mike had the opportunity to attend a highly anticipated Peer to Peer conference with Cetera in Denver focused on practice management. He immersed himself in this incredible event to bring back a wealth of knowledge and insights that will benefit YOU, our amazing clients. Speakers included the CEO of Cetera, Wayne Brady and a live performance by Train! Mike was able to engage with industry leaders and fellow professionals to ensure we stay at the forefront of practice management excellence. Please reach out if you'd like to hear about some of the new amazing technology that we are bringing to our clients.Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We were fortunate to hear Bill Eigen, fixed income portfolio manager with JP Morgan speak on the current status of interest rates, the potential for future Fed rate hikes or cuts, inflation and the possibility of recession versus a "soft landing" in the economy later this year. Just another way that we keep an eye on the economy and markets, so you can focus on what's important to you. Give us a call if you'd like to hear more about what Bill had to say.

As a Certified Financial Planner professional™, Mike is a participant in the Orange County Financial Planning Association and attended their Continuing Education chapter meeting this week. There was a lot of great information shared at this collaborative event. Key speakers focused on topics such as the Economy and Capital Markets, planning for business owners and the state of the Crypto market. AWM uses this information to stay up to date allowing us to better serve our clients on a daily basis. Please feel free to reach out if you'd like to hear more!

Our team had the privilege of attending an exclusive meeting today with our friend John Leonard at JP Morgan, where they provided us with a comprehensive Capital Markets Update. Their experts delivered a detailed analysis of the current market conditions, highlighting the trends and opportunities that lie ahead. Their insights will help us make informed decisions to navigate the dynamic landscape on behalf of our clients going forward.

We attended a Social Security Benefits presentation focused on survivor benefits. The key takeaway is that strategic planning is crucial to maximizing benefits. We'll incorporate this knowledge into our services to better guide you. Please feel free to reach out with questions on your benefits for more info.

Today we attended a quarterly educational meeting with Cetera Financial Specialist's President, Ron Krueger, providing an organizational strategic update as well as a refresher on Long Term Care services and the potential of California instituting a LTC tax. Contact us if you'd like to hear how this potential tax may impact you. 

We enjoyed attending a seminar on estate planning and its impact on real estate with The Sloan Team at First American! As financial advisors, we know how important it is for our clients to have a solid plan in place for their assets. We're always learning and continuing to expand our knowledge on how estate planning can affect real estate investments and how to help our clients make the most of their holdings.

Exciting news! Ambassador Wealth attended a quarterly educational meeting with AssetMark, and we can't wait to share how it will help us serve our clients better. By staying up-to-date with the latest industry insights and trends, we can provide even more informed and effective financial advice to help our clients achieve their goals. We're committed to delivering the best possible service to our clients, and we're always striving to improve our knowledge and expertise. Stay tuned for more updates on how we're working to help you achieve financial success!