Archieved Presentations 

Wealth Empowerment Seminar

February 10, 2020

During the session we discussed:

  • First Time Home-Buying Skills

  • Tax tips on buying, owning, and selling real estate

  • Real Estate Tips

  • Credit Do’s & Don’ts

  • When is the right time to buy/invest?

  • How to qualify for a real estate loan

  • Pros & Cons of Hard Money Loans

If you’ve just gone through a major life change (new marriage, divorce, job change, having children, death of a loved one, etc.) and don’t feel confident about your current retirement strategy, then you’ve come to the right place.


If you and your spouse/partner argue about money issues then this presentation will help you both create a plan together that gets both of you on the same page.
 

If you don’t believe you can build wealth or aren’t really sure, this step will show you absolutely, positively what you can do and how long it will take given your current resources, skills, and abilities.


If you’re ready to stop talking, stop dreaming, and start committing, then this course is how you put it all together.


If you find yourself making excuses like . . .

 . . . I’m not ready
 . . . I can’t do that
 . . . Maybe next year
 . . . I don’t have the money
 . . . I don’t have the time

 

You need to view this presentation!

Many could benefit from credit repair, except it seems so complex and most put it off until it's too late.

We can help. We'll help you create a personal game plan to improve your credit score. 

 

Take advantage of our knowledge and experience, today.  Learn why so many people like you rely on Wealth Management Financial Advisors.

In honor of National Financial Literacy Month, Wealth Management Financial Advisors hosted an evening of money talk at the John Tracy Clinic. Our featured panelists were financial advisor/educator Marie Deary, Senior Financial Advisor of WMFA in Long Beach CA., Dominique DiPrima host and producer of KJLH Front Page, and Karen  Slade Senior Vice President and General Manager KJLH.

 

More information about the "Wealth Management Smart Money Rules Program" and how to reach your financial goals are in this presentation. 

Did you know that your credit score can cost or save you thousands of dollars and influence your future employment opportunities? This seminar covers why a credit score is so important, how to build and maintain a good credit score, and much more.

Can't pay your back taxes? Do you have unfiled or unpaid back taxes? Have you defaulted on an installment agreement? Is the IRS or State garnishing your social security retirement or social security disability benefits? Are you afraid to put money in the bank?


We can resolve your IRS and state tax problems. Solutions include audit representation, filing of missing tax returns, removal of IRS penalties, end of wage garnishments and many more services. 


Invest 90 minutes and get a big return. 

Why Middle Class Americans Need Financial Planning

January 28, 2016

Presented by Marie Deary, Sr Financial Advisor, Certifed Tax Consultant,

WMFA

 

New Year is the perfect time to reset and dream BIG about what you want to achieve. No matter where you stand today, we truly believe you can be Smart with your money Invest 90 minutes get a big return. Join financial expert and best-selling author of "Smart Money Rules: How to Secure Your Financial Future in the New Economy", Marie Deary and she will walk you through what a financial plan is and what it should cover such as, investing, avoiding the “Big Mistake”, tax planning and compliance strategies, buying a home, protecting your family, and even taking a dream vacation.

 

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Follow Through: Why People Don't and How YOU Can

February 13, 2014

Presented by Dr. Mark Goulston, Clinical Psychiatrist

 

What separates the people that habitually achieve their goals and create the results they desire from those who don't? You already know the answer. It's follow through. Why is it that some people follow through while others don't?And guess what? The answer is not about lacking self-discipline. Let's face it. Follow through means never having to say you're sorry... or make excuses that only cause others and you to feel badly about yourself.In this engaging free webinar you will discover the real reason people don't follow through and how you can make sure that YOU do. If you or someone you know would like to improve their or your follow-through, you will want to follow through on this invitation and catch this program with Dr. Mark Goulston.

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New Marketing Plan: The clock is ticking for 2014

December 19, 2013

Presented by Marie Deary, Sr Financial Advisor, Certified Tax Consultant, WMFA

 

Designed with the small business in mind, WMFA has designed 5 straightforward steps to help business owners get their brand to the public. Actualize your targeted base, build your marketing plan and learn strategies to impliment this new marketing plan. Identify your target marketing base and utilize these strategies to increase your market share.  

Financial Planning: What you need to know

December 23, 2013

Presented by Marie Deary, Sr Financial Advisor, WMFA

 

As 2013 comes to an end, the need for financial planning has never been greater.  The economy is in flux and there is much uncertainty over the direction of the markets.  People are living longer and much has been written about the looming retirement crises in this country.

 

The presentation covered the following:

(Please click image to view PDF image of presentation)

  • Budgeting

  • Debt Management

  • Saving

  • Personal Taxes and Tax Planning

  • Investing

  • Management and Personal Insurance

  • Estate Planning

 

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Managing Business Debt

November 14, 2013

Presented by Crystle Lindsey, Esq.

 

Crystle Lindsey, southern California Bankruptcy Attorney, discusses the warning signs of debt for buisness owners as well as the steps to resolve delinquent accounts and get your finances back on track.  Have you already tried to settle debts on your own unsuccessfully? Have you fallen so far behind in your payments that you don't know how to recover? If you need some advice on how to manage your business' debts, this webinar is for you.

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The Impact of Stress Associated with Foreclosure and Financial Distress

December 08, 2013

Presented By Wealth Management Financial Advisorsin conjunction with the Theta Mu Omega Chapter of Alpha Kappa Alpha Featuring: Dr. Lekeisha Sumner, PhD

 

Dr. Lekeisha Sumner,  PhD discusses the socio-ethnic impact that modification and foreclosure can have on an American Family. What does the impact of the stress of financial hardship have on the family?  How are these ties and this economy affecting our youth?  How will it shape tomorrow? The cycle of default and foreclosure that people experience while trying to get their mortgages modified is directly correlated to one's mental state during this time of hardship.

(Please click image for PDF version of slide presentation)

The Affordable Care Act: What every family, individual and business owner should know

November 19, 2013

Presented by Marie Deary, Senior Financial Adviser, Covered California Certified Consultant, Certified IRS Tax Consultant

 

This presentation outlines the new healthcare laws going into effect January 1, 2014. The Affordable Care Act endures that all Americans have access to quality affordable healthcare.  It creates a regulated market place while extending relief to small businesses.  This bill will also improve Medicare, prohibit denial of coverage while also limiting out-of-pocket expenses while expanding coverage to young adults as well.  This Act also enables individuals to invest in preventive care and enables those with previous conditions to have coverage where they were previously denied.  

(Please click image to view PDF image of presentation)

FrontPage Disscussion

October 03, 2013

FrontPage- Dominique DuPrima host and producer of KJLH(102.3 FM) talks with Jovanka Beckles, Council Woman, Richmond, CA about Richmond’s program to prevent foreclosures

 

Councilwoman Beckles describes how the city of Richmond will utilize eminent domain, with the help of investors from Mortgage Resolutions Partners or MRP, who will then bond these previous investment holders at close to current appraised market value. By implementing eminent domain, a government agency will be able to claim underwater mortgages from unrelenting investors.  MRP will then readily line up homeowners with new mortgages holders and homeowners’ mortgages are adjusted to current market value. 
At the top of the housing market, these properties were worth upwards of $500K.  Today, these same houses are worth about $300K—if that.  More than half of the homeowners in Richmond, CA were ‘underwater’ with their mortgages.  Since the advent of these tactics, wall-street lobbyists have been grappling with the use of eminent domain in future proceedings.   

Read More Here & Here

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Building Your FICO Score After a Bankruptcy

October 4, 2013

Presented by Marie Deary, Senior Financial Advisor, Wealth Management Financial Advisors

After a life changing event--such as filing a bankruptcy or foreclosure--it can be daunting to know where to start to rebuild your credit profile.  Here are some steps to point you in the right direction.

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