Mission Wealth is committed to providing educational and fun, experiential events for our clients.
On March 24 at the Granada Theatre, Mission Wealth hosted 22 guests at the dazzling TRACES performance followed by a private dinner reception in the Founder’s Room of the historic theatre. Please click here for a full article about the event.
UCSB Arts & Lectures: Simpson-Bowles Reception and Presentation
Prior to taking clients to a UCSB Arts & Lectures presentation by Alan Simpson and Erskine Bowles on America’s debt and deficit crisis on November 1, Mission Wealth Management hosted a reception with refreshments and appetizers a the UCSB Mosher Alumni House.
Redefining Investment Advice Reception and Presentation
On October 10, Mission Wealth Management hosted a year-end event for over 150 guests at the Bacara Resort & Spa. After starting the evening off with a cocktail reception, guests moved into the theater for Weston Wellington’s highly regarded “Redefining Investment Advice” presentation on investment strategies and debunking erroneous media predictions about the markets.
The Art of Giving Workshop: to Help Clients Overcome Personal Challenges Relating to Family and Charitable Giving
Mission Wealth Management, LLC joined forces with The Philanthropic Initiative (TPI) to help educate clients on the benefits of a well-thought out giving plan. They put on a workshop led by Seth Streeter, President of Mission Wealth Management, and Peter Karoff, Chairman and Founder of TPI, which took place on September 13, 2012 at the Santa Barbara Foundation. Please click here to read more about the Workshop.
MWM Ladies Night at the Santa Barbara Maritime Museum
The ladies of Mission Wealth Management enjoyed a private tour of the Santa Barbara Maritime Museum on August 23. The Executive Director Greg Gorga was gracious enough to show the ladies around and share the important work that the museum is doing for the community. After the tour, the ladies gathered on the fourth floor deck to enjoy drinks and hors d’oeuvres while taking in spectacular views of the city, mountains, harbor and islands.
Butterflies Alive! Private Viewing Party and Wine Reception
In July, Mission Wealth Management held their annual appreciation event as a “thank you” to over 100 of the firm’s strongest supporters. Guests arrived at the Santa Barbara Museum of Natural History to experience a private showing of the Butterflies Alive! exhibit and spent the rest of the evening enjoying wine and hors d’oeuvres while under the shade of oak trees and alongside the Mission Creek.
Picnic/Concert Events at the Music Academy of the West
Mission Wealth Management hosted a wine reception and picnic dinner prior to two different Music Academy of the West concerts over the summer. Both picnic dinners were held in the beautiful miraflores gardens next to the koi ponds filled with water lilies. The first concert was in June showcasing chamber music while the other was in July featuring a percussion ensemble.
Financial Organization Workshop for Women
Mission Wealth Management partnered with Sara Caputo from Radiant Organizing and Kelly Marsh from Broadview Mortgage to host a unique and interactive workshop discussing the best practices for organizing and systematizing your financial life.
The workshop appealed to women with a wide range of organizing abilities, from highly organized types with pre-existing systems in place to keep track of their important documents to those who battle a chaotic, disorganized house, office, and desk.
At the workshop, guests learned which documents are most important to hold onto, the best ways to store them, and how long to keep each type. Also, they were taught strategies for expense tracking and they were provided with tips on how to implement a digital (i.e., paperless) file system.
This was the first time Mission Wealth has put on a workshop like this and it was a huge success. We look forward to holding other similar events in the near future.
For additional details on this workshop, please click here to read the Noozhawk’s event coverage or watch KEYT’s video below:
Go Red for Women’s Luncheon
In support of the American Heart Association’s mission to fight heart disease in women, Mission Wealth Management sponsored a table at the Go Red for Women® Luncheon on March 9. They invited clients and friends to attend the event with them so that they could learn about how they can work together to wipe out heart disease and stroke.
Bridge and Beyond by Bonnie Zappacosta
Mission Wealth Management, LLC 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. Click here to read the entire article.
Private Viewing Party of “Butterflies Alive!” Exhibit at SBMNH
In 2011, Mission Wealth Management LLC held a private viewing party at the Santa Barbara Museum of Natural History’s “Butterflies Alive!” exhibit for nearly 100 supporters of the firm. Click here to read the entire article.
The “Third Age” Presentation”
Mission Wealth Management, LLC 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 joy, passion, and purpose in life. Click here to read the entire article.
Presentation on Social Security and Medicare
Mission Wealth Management invited Elaine Ruiz, a technical expert from the local Social Security Administration office, to give a presentation on the most up-to-date information regarding Social Security and Medicare program benefits.Click here to read the