Take the First Step Toward Reaching Your Financial Goals

Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

We also host webinars to help keep friends and neighbors prepared for what's ahead.

Hawaii Upcoming Events:

October 20
Retire Now – The Three Keyes To A Comfortable Retirement Without Sacrificing Your Lifestyle Seminar, Honolulu HI
6:15 pm | Stage Restaurant
Register
October 22
Retire Now – The Three Keyes To A Comfortable Retirement Without Sacrificing Your Lifestyle Seminar, Waipahu HI
6:15 pm | Waikele Country Club
Register
October 24
Client Referral Event at Rock A Hula Waikiki Luau, Honolulu HI – Client Only Event
5:30 pm | Royal Hawaiian Theater
Register
October 27
Gold Medal Client Informational Event, Kaneohe HI – Client Event
6:00 pm | Ko’olau Ballrooms & Conference Center
Register
October 29
4rd Quarter Birthday Brunch, Honolulu HI – Client Only Event
11:00 am | Jade Dynasty Seafood Restaurant
Register

California Upcoming Events:

November 3
Gold Medal Client Informational Event, Stockton, CA – Client Event
6:15 pm | Dave Wong’s
Register
November 7
Client Referral Event At Gallo Center For The Arts, Modesto, CA – Client Only Event
5:00 pm | Gallo Center For The Arts
Register
November 10
Retire Now – The Three Keyes To A Comfortable Retirement Without Sacrificing Your Lifestyle Seminar, Lodi, CA
6:15 pm | Lodi Papapavlo’s
Register
November 12
Retire Now – The Three Keyes To A Comfortable Retirement Without Sacrificing Your Lifestyle Seminar, Lodi, CA
6:15 pm | Lodi Papapavlo’s
Register
November 21
Client Appreciation Private Screening Event, Manteca CA – Client Only Event
10:00 am | Manteca 16 AMC
Register
November 25
Client Appreciation Thanksgiving Pie Event, Manteca CA – Client Only Event
12:00 pm | Journey Wealth Management, LLC
Register
December 3
4th Quarter Birthday Lunch, Stockton CA – Client Only Event
12:00 pm | Mezzo Ristorante
Register

Start Your Journey. Enjoy These Experiences.

When you become a client at Journey Wealth Management, amazing opportunities await.

At Journey Wealth Management, we don’t just serve our clients, we celebrate life with them. We believe it’s as important to build long-lasting relationships based on camaraderie and trust as it is to build comprehensive plans that produce incredible retirements.

As you will see from the photo gallery below, we spend time with our client family cruising on catamarans, hitting it off at ballgames, fixating on flicks, striking up fun at the bowling alley, sunbathing along the shoreline and more.

perks

Check out these fun photos from some of our recent events!

Call Now Button