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Out and About – Volume 41

In Articles, Firm Announcements by Mission Wealth

Jenna was happy to share that she left the event feeling “completely inspired after being surrounded by hundreds of creative, hardworking, and successful women who have not only made it themselves, but have also done so much good for our community.” Financial Advisor IQ: Value Your Clients’ Non-Financial Assets Too Client Advisor Jenna Rogers has been quoted as an expert …

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The “Third Age” Presentation

In Articles, Firm Announcements by Mission Wealth

Mission Wealth Management, LLC recently partnered with Bartlett, Pringle & Wolf, the Santa Barbara Foundation, and Social Venture Partners to host a unique event featuring Dr. Peter Brill speaking about the “Third Age.” The presentation was geared towards those who are retired or phasing out of a career and focused on the various ways to attain a greater sense of …

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Bridge and Beyond

In Articles, Firm Announcements by Mission Wealth

Mission Wealth held an exclusive bridge event featuring world-renowned Grand Life Master Bob Crossley. Approximately 50 intermediate players, including avid bridge player and client, Leatrice Luria of Montecito, gathered at the Santa Barbara Club to absorb advanced tips of the game in a workshop led by Crossley. The participants then used the newfound plays in a tournament with ACBL Points. “It …