2016 Casual 1st Friday Financial Lunch
March 9, 2016
Looking for an environment where you can speak freely and comfortably about your personal wealth management? Come join us for…
Women’s Advisory Institute
Selecting a Financial Advisor – What’s the Best Fit for You?
February 24, 2016
Most people spend more time purchasing a mattress than they do researching an investment advisor. One of the biggest challenges…
Shaken and Stirred! Prudent Purse Event Highlights
November 23, 2015
Like a good martini, your portfolio needs just the right mix! The theme of the evening...Shaken and Stirred.
WAI at Work: Financial Workshop for Young Women
November 23, 2015
The financial workshop for young women was hosted at Beacon Pointe Headquarters in Newport Beach, CA and covered general rules…
A Financial Fiduciary Defined…and Its Importance to You
November 9, 2015
As an investor, you may want to consider the role your advisor plays within the fiduciary world, as it pertains…
Children and Taxation FAQs
October 21, 2015
When it comes to filing taxes, children can add an additional element of complication. Through our children and taxation FAQs,…
Reshape Your Thoughts & Tackle Budgeting
June 24, 2015
Despite the negative connotation that the word "budget" seems to carry, its side effects can actually be quite pleasant. Do…
Work-Life Balance: Juggling It All
May 9, 2015
Our Prudent Purse Series spring event focused on work-life balance and tied in financial and life hacks (tips and tricks)…
Beacon Pointe Girl Scouts of Orange County Workshop: A Major Hit!
May 4, 2015
[vc_row][vc_column][vc_column_text css=””] On Saturday, May 2, 2015, fifty-five Girl Scouts of Orange County received their Financing My Dreams and Financing My…