Current Client Events
Thursday, November 17, 2016, 6:00pm – Annual Client Dinner, Hyatt Regency La Jolla
with America’s first Master Sommelier, Eddie Osterland
Pacific Wealth Management’s CPA Continuing Education Lunch Calendar
All 1 Hour Continuing Education luncheon presentations will be held in our Pacific Wealth Management office at 12544 High Bluff Drive, Suite 440, San Diego, CA 92130
Seating is limited. Call 888.495.9797 to register.
Wednesday, July 20, 2016 12:00pm Lunch Presentation: Helping to Secure your Client’s Retirement; Transforming Social Security into Winning Retirement Strategies
Wednesday, August 17, 2016 12:00pm Lunch Presentation: Last Advisor Standing; Retirement Income Strategies for a New World of Investing
Wednesday, September 21, 2016 12:00pm Lunch Presentation: ID Theft; How to Protect You and Your Clients
Wednesday, October 19, 2016 12:00pm Lunch Presentation: Financial Planning aspects of DIVORCE, Navigating one of the largest financial transactions of a lifetime
Dates and times for client events are subject to change.
Tuesday, April 21, 2015, 6:00pm – Annual Dinner
Pacific Wealth Management is excited to announce that our 2015 Annual Dinner will be held at the Birch Aquarium.
Saturday, November 22, 2014 – 28th Annual MS Dinner Auction – “Agents of Change”, Loews Coronado Bay Resort, sponsored by Pacific Wealth Management. Pacific Wealth Management is proud to once again sponsor the Annual MS Dinner Auction.
Saturday, November 15, 2014, 10:00am – More to Life™ event – Understanding Social Security Retirement Benefits
Tuesday, April 29th, 2014, 6:00pm – Annual Dinner – “A Night at the Museum“
Pacific Wealth Management is pleased to announce that our 2014 Annual Dinner will be held at the San Diego Air & Space Museum.
Saturday, November 23, 2013 – 27th Annual MS Dinner Auction – “A Roaring Good Time to Find a Cure“, Loews Coronado Bay Resort, sponsored by Pacific Wealth Management. Pacific Wealth Management is proud to once again sponsor the Annual MS Dinner Auction.
Saturday, October 5, 2013, 10:00am – More to Life™ Event – “Rethinking Retirement”, a presentation by Dr. Richard Levak.
Wednesday, April 24, 2013, 6:00pm – Annual Client Dinner, Hyatt Regency La Jolla
Jennifer Marie, an Artisan Chocolatier, will be presenting The Elegant Truffle
Saturday, November 10, 2012, 5:00pm – 26th Annual MS Dinner Auction, “Keep Calm and Bid On”, Loews Coronado Bay Resort, sponsored by Pacific Wealth Management
Pacific Wealth Management is proud to once again sponsor the Annual MS Dinner Auction.
Saturday, September 29, 2012, 9:00am – More to Life™ Event – Guided Tour of the USS Midway Museum
Saturday, July 28, 2012, 10:00am – More to Life™ Event – Tour of Petco Park
Wednesday, April 25, 2012, 6:00pm – Annual Client Dinner, Hyatt Regency La Jolla
Power Entertaining with Food & Wine with America’s first Master Sommelier, Eddie Osterland
Saturday, February 11, 2012, 10:00am – More to Life™ event – Dr. Richard Levak, noted Del Mar psychologist, has had a long and distinguished career as a clinical practitioner, published author and speaker. He will be sharing his insights on the challenges and opportunities facing individuals and couples as they transition from the working phase, to the retirement phase of their lives. The presentation will not focus on the financial aspects of retirement but rather on the makings of a successful and fulfilling retirement experience for the individual. After the presentation, a reception and light lunch will be served.
Saturday, November 19, 2011 – 25th annual MS Dinner Auction sponsored by Pacific Wealth Management
Location: Loews Coronado Bay Resort.
Saturday, October 15, 2011, 10:00am (tour starts at 10:15am) – Guided nature walk at Torrey Pines State Natural Reserve.
Location: 12600 North Torrey Pines Road, San Diego, CA 92037
Saturday, September 24, 2011, 10:30am-12pm – A professional guided walking tour through the San Diego Botanical Gardens (formerly Quail Gardens).
Location: San Diego Botanic Garden, 230 Quail Gardens Drive, Encinitas, CA 92024
Saturday, July 30, 2011, 10am-12pm – “Important Basic Self Defense Techniques for Women” demonstration and talk by Pacific Martial Arts Instructor, Becky Black.
Location: Pacific Martial Arts, 11855 Sorrento Valley Road, Ste G, San Diego, CA 92121
Meet Justin Reckers April 9
Applied Behavioral Finance: The Intersection of Psychology and Economic Theory in Financial Decision-Making– a talk by Justin Reckers, Pacific Wealth Management, and Robert Simon, Ph.D. Saturday, April 9, 9 – 10 a.m., Health Services Complex, Harbor Room, 3851 Rosecrans St., San Diego, CA 92110