When

Saturday, February 11, 2023 at 9:00 AM PST
-to-
Sunday, November 12, 2023 at 4:00 PM PST

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Where

This is an online event.

Contact

The Total Wealth Management Team
Thompson Wealth Management, Inc.
310-319-5353
concierge@thompsonwm.com

2023 Monthly Total Wealth Management Virtual Workshop Series

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  • Login early to check audio and to ask any questions you would like to hear addressed. We do start promptly at the designated time.

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  • TWM Workshops are held every other month on Friday at 3pm and/or Saturday at 9am. Please check dates and times on your event confirmation. We will send a reminder with connection links.

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You may add a maximum of 2

All Webinars will start promptly at designated time

Item Qty. Max Limit Price

State of the Market -- Sat, Feb 11 -- 9am

Discussion about what's happening with the economy, the stock market, and how it affects your assets and your day-to-day spending and investment decisions.

3 Free

Beginner Tax Planning Strategies - Fri, Mar 10 -- 3pm

Strategic conversation about how to structure your taxes in the future for best results. Learn how to maximize your cash flow by planning your taxes accordingly.

3 Free

Real Estate (To Buy or Not) -- Sat, Apr 8 -- 9am

Buying real estate is the biggest part of building a legacy for your family. Learn why, when, and how to buy real estate especially here in Los Angeles.

3 Free

Real Estate (Buy or Not to Buy) -- Saturday, April 22 -- 9am -- RESCHEDULED FROM APRIL 8

Buying real estate is the biggest part of building a legacy for your family. Learn why, when, and how to buy real estate especially here in Los Angeles.

3 Free

Ladies Investing & Cash Flow -- Fri, May 12 -- 3pm

Women have a great part to play in building wealth for their families. Learn how to think strategically about yours or her financial future.

3 Free

Mastering Your Finances -- Sat, June 10 -- 9am

Cash flow is important and how you manage your money is even more important. Learn strategies how best to maximize every dollar you earn.

3 Free

Create a Family Financial Plan -- Fri, Aug 11 -- 3pm

It is important for the entire family to be on the same page with the same plan for wealth to grow for future generations.

3 Free

The Wealth Cycle - Sat, Sep 9 -- 9am

A series of financial workshops--How to Get Out of Debt--Saving & Investing Strategies--Budgeting--Credit--Real Estate and more.

3 Free

Build a Legacy -- Fri, Oct 13 -- 3pm

How do you build wealth? What do you have to do to make sure you build a strong foundation for your children and your children's children?

3 Free

Plan the Retirement of Your Dreams -- Sat, Nov 11 -- 3pm

How do you build wealth? What do you have to do to make sure you build a strong foundation for your children and your children's children?

3 Free
$9,999.99

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