Confidence Wealth Management

✨ Inside Look: Why Work at Confidence Wealth Management? ✨ 🎥 Hear why our team loves working here! 🔹 Dynamic roles & vibrant culture 🔄 🔹 Stories of growth & achievement 🌱 🔹 What sets us apart 🔎 We’re more than just a team—we’re a united and dedicated group that celebrates every milestone together! 🎉 Interested in joining us? Learn more and apply today at our careers page: https://icwm.com/careers/ #TeamConfidence #CareerGrowth #WorkplaceCulture #JoinUs #Hiring #JobSearch

🌟🎄 Join Us for a Virtual Holiday Fun Night! 🎄🌟 Season’s Greetings, Confidence Wealth Family! This holiday season, get ready for an evening of joy, laughter, and thrilling prizes! Our Virtual Holiday Family Fun Night is coming soon! 🗓 When: Wednesday, December 11th, 2024 ⏰ Time: 4:00 PM PT 📍 Where: Online (RSVP for your Zoom link!) ✨ Special Guest: Jeff Civillico! Get ready to experience a high-energy Las Vegas show from the comfort of your home! 🎭 Jeff Civillico, Vegas superstar and award-winning entertainer, will bring his hilarious comedy and jaw-dropping tricks to our virtual stage. 🎁 Prizes Up for Grabs: MacBook 💻 iPad 📱 3 - $100 gift cards This unforgettable night is our holiday gift to YOU! 🎁 Gather your loved ones, grab your cocoa, don your ugly sweater, and let’s create some magical memories together. Don’t wait - RSVP NOW! Check your email for the RSVP link. Didn’t receive it? Contact your advisor. Feel the holiday cheer with family, friends, and your Confidence Wealth team. 💖Let’s make this holiday season unforgettable! #HolidayFunNight #VirtualEvent #ConfidenceWealth #JeffCivillico #FamilyFun 🎉

🎉 Mark Your Calendars for Confidence Wealth’s Virtual Holiday Family Fun Night! A night of joy, laughter, and amazing surprises! 📅 When: Wednesday, December 11, 2024 ⏰ Time: 4:00 PM PT 📍 Where: Online (RSVP for your Zoom link!) Special Highlights: 🎙️ Award-winning entertainer Jeff Civillico – Las Vegas Headliner! 🎁 Exciting prizes, including a MacBook & iPad! 🎉 Celebrate the season with loved ones and your Confidence Wealth community. This event is exclusively for Confidence Wealth’s clients! If you are already a client, check your email for an invite and RSVP link. Not sure you got it? Reach out to your advisor for help. Let’s make this holiday season unforgettable! #HolidayFunNight #ConfidenceWealth #HolidayCheer #VirtualEvent 🎄🎁

Trust vs. Will: Key Differences You Need to Know Are you wondering whether a will or a trust is the best choice for your estate planning? In this video, Crystal Oculee, Chief Financial Strategist at Confidence Wealth Management, explains the key differences between wills and trusts and when to use each. Learn how a trust can help avoid costly probate, minimize family disputes, and ensure your legacy is preserved exactly as you wish. Crystal shares insights on living trusts, financial power of attorney, and essential steps for securing your assets and legacy. Watch now to get our advice to help make informed decisions about your financial future. Check out the webinars linked below for a deeper dive into estate planning and trust strategies. https://icwm.com/webinar/ Have questions? Reach out to [email protected]. Don’t forget to like, subscribe, and share!

🎉 Save the Date! Confidence Wealth’s Virtual Holiday Family Fun Night 🎁 Get ready for an unforgettable evening of fun, laughter, and prizes! Join us on Wednesday, December 11th, 2024, at 4:00 PM PT for our Confidence Wealth Virtual Holiday Family Fun Night! 🌟 Featuring the incredible Jeff Civillico, a high-energy entertainer winning accolades such as “Entertainer of the Year” known for his award-winning blend of comedy, juggling, and audience interaction, this event is sure to spread joy and leave you smiling. Plus, don’t miss your chance to win amazing prizes like a MacBook and iPad! 🎁 This event is exclusively for Confidence Wealth’s clients! If you are already a client, check your email for an invite and RSVP link. Not sure you got it? Reach out to your advisor for help. 📅 RSVP now to secure your spot and Zoom link. Let’s make this holiday season unforgettable together! 🎄✨

How Sequence of Return Risk Can Cause Major Retirement Losses How sequence of return risk can cause major retirement losses is a critical concept every retiree should understand. In this video, Crystal Oculee, Chief Financial Strategist at Confidence Wealth, explains how market downturns in the early years of retirement can have a lasting negative impact on your savings—even if the overall market eventually recovers. Discover how two people with identical portfolios can experience drastically different outcomes based on the timing of market returns, and why it’s vital to adjust your risk tolerance as you approach and enter retirement. If you’re nearing retirement or already retired, this is essential information to help protect your wealth. Have questions? Connect with us. Call/Text: (310) 820-4411 Email: [email protected] Website: https://icwm.com

Roth Conversion Tips: Plan Your Tax-Free Future Learn how Roth conversions can help you maximize your tax-free wealth. In this video, Crystal Oculee, Chief Financial Strategist at Confidence Wealth, explains why Roth conversions are more than just about tax planning—they are a powerful tool for growing your investments tax-free. Have questions? Connect with us. Call/Text: (310) 820-4411 Email: [email protected] Website: https://icwm.com Follow us on social media! YouTube: https://youtube.com/@icwm Facebook: https://lnkd.in/gmzMfXw LinkedIn: https://lnkd.in/g8ttbC8 Twitter: https://lnkd.in/gVd9RfHk Instagram: https://lnkd.in/gjtzgFN #RothConversion #TaxFreeWealth #FinancialPlanning #RetirementStrategy #TaxPlanning #InvestmentGrowth #MoneyConfidence #TaxEfficientInvesting #WealthBuilding

Separate Finances for Couples: Tips for Long-Term Success “Separate finances for couples” is becoming a common trend, especially with second marriages or complex financial histories. In this video, we dive into how couples can manage money separately while avoiding common pitfalls that may arise from a lack of communication. It’s crucial for couples to align on financial expectations, even if they maintain separate accounts. Financial confidence as a couple doesn’t have to mean merging everything—it just requires clear communication and planning. Have questions? Connect with us. Call/Text: (310) 820-4411 Email: [email protected] Website: https://icwm.com Follow us on social media! YouTube: https://youtube.com/@icwm Facebook: https://lnkd.in/gmzMfXw LinkedIn: https://lnkd.in/g8ttbC8 Twitter: https://lnkd.in/gVd9RfHk Instagram: https://lnkd.in/gjtzgFN

🌟 Exciting News from Confidence Wealth Management! 🌟 At Confidence Wealth Management, we are revolutionizing wealth management with our customized, compassionate approach. We believe in the power of a diverse team to elevate our clients' wealth and ensure their financial futures are secure. 🚀 What sets us apart? 🌍 ✨ Comprehensive Financial Planning: Our expert team delivers cohesive, holistic financial plans tailored to your unique goals and aspirations. ✨ Multi-Disciplinary Team: We leverage the expertise of a diverse group of advisors, each bringing specialized knowledge to the table. ✨ Collaborative Approach: Our interdisciplinary team works diligently together, dedicated to your success and financial well-being. Your financial future is too important to leave to chance. Discover the Confidence Wealth Difference today and let us guide you towards a secure tomorrow. 🌟 #WealthManagement #FinancialPlanning #TeamApproach #ConfidenceWealthDifference #SecureFuture

Why Comprehensive Business Exit Planning Is So Important Don’t know when to exit a business? The journey of selling your business is fraught with potential pitfalls that can significantly impact the wealth you take home. In this guide, we will dive into the critical aspects of designing an effective exit strategy for business owners looking to sell. We will shed light on these challenges and offer solutions to ensure you maximize your financial gains. For more information, watch our webinars: https://icwm.com/webinar/ Have questions? Connect with us. Call/Text: (310) 820-4411 Email: [email protected] Website: https://icwm.com Follow us on social media! https://lnkd.in/gQ-bxZA https://lnkd.in/gmzMfXw https://lnkd.in/g8ttbC8 https://lnkd.in/gu4vsNK8 https://lnkd.in/gjtzgFN