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:

November 17
Retire Now – The Three Keyes To A Comfortable Retirement Without Sacrificing Your Lifestyle Seminar, Honolulu HI
6:15 pm | Stage Restaurant
November 18
Retire Now – The Three Keyes To A Comfortable Retirement Without Sacrificing Your Lifestyle Seminar, Waipahu HI
6:15 pm | Waikele Country Club
December 19
Client Appreciation Private Screening Event, Honolulu HI – Client Only Event
10:00 am | Regal Dole Cannery

California Upcoming Events:

November 21
Client Appreciation Private Screening Event, Manteca CA – Client Only Event
10:00 am | Manteca 16 AMC
November 25
Client Appreciation Thanksgiving Pie Event, Manteca CA – Client Only Event
12:00 pm | Journey Wealth Management, LLC
December 3
4th Quarter Birthday Lunch, Stockton CA – Client Only Event
12:00 pm | Mezzo Ristorante

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!

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