Client Learning Resource Library For Financial Education
Wealth Management LB was founded with a single mission: to be the most successful, creative and ground-breaking consulting agency in Long Beach. We approach each of our clients with fresh eyes to develop customized, unique strategies. Though we’ve grown since our founding, we’re still the same agency at heart. Let us help make your dreams a reality. Are you ready to set your brand or business on the path to success? Give us a call today and see what we can do for you.
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.
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.
January 28, 2016
Presented by Marie Deary, Sr Financial Advisor, Certifed Tax Consultant,
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.
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.
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.
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.
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)
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.
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.