Wealth, Investments & Legacy

Conversations for the Modern Investor

Date: 4th Wednesday of the month beginning 01.28.2026

Time: 6pm

Location: Zoom (link provided upon registration)

About the Class

This engaging online session is designed to make financial learning enjoyable and practical. Discover strategies to strengthen financial confidence, improve money management, and plan for long-term success—all in a fun, interactive environment.

Web Series Lineup

· January - The Year Ahead & Global Markets

· February - Understanding Risk

· March - Tax Strategy & Wealth Preservation

· April - Real Estate Investing

· May - Family & Legacy Planning

· June - Alternative Investments

· July - Psychology of Wealth

· August - Philanthropy & Social Capital

Who Should Attend

Business owners and Investors looking to improve financial literacy, gain confidence in money decisions,

or simply enjoy learning about finance in a relaxed and supportive setting.

Registration Details

Reserve your spot today!

Register here: Wealth, Investments & Legacy (hyperlink to eventbrite)

https://www.eventbrite.com/e/wealth-investments-legacy-tickets-1970659977040?aff=oddtdtcreator 

Seats are limited to ensure a personalized experience.

Bonus

All attendees will received an invite to the last session that will be held in person in San Luis Obispo.

Hosted by:

Sarah Santana, Wealth Consultant, Obispo Wealth Management

sarah@obispowm.com | 805.541.6500 | obispowealthmanagement.com

Sarah Santana, CA Insurance Lic #0H06804 is a registered representative and investment advisor representative with and offers securities and advisory services through LPL Financial , member