The Wealth Workshop: Financial Strategies the Wealthy Use
About this Event
☕ Coffee & Learn: Build Wealth, Lower Taxes & Take Control of Your Financial Future
What if one hour could completely change the way you think about money?
Join us for an engaging and interactive Coffee & Learn Workshop, where you'll discover practical financial strategies that can help you build wealth, protect your assets, reduce taxes, and create a stronger financial future.
Whether you're just getting started or looking to improve your current financial plan, this workshop is designed to give you actionable tools you can begin using right away.
During this workshop, you'll learn:
✔️ How to create a personalized financial game plan before the end of the year
✔️ Wealth-building strategies used by financially successful families
✔️ Smart tax planning concepts presented by our featured Tax Strategist
✔️ Ways to better protect your income, assets, and loved ones
✔️ Practical financial habits that can help you achieve long-term financial confidence
✔️ Common financial mistakes—and how to avoid them
This is not a sales presentation. It's an educational workshop focused on helping you become more informed and empowered to make better financial decisions.
Featured Speakers
Gaby Ballesteros, MBA
President, Women's Council of Realtors® of Greater Los Angeles
Jeny Oliveros
Strategic Partner | Financial Professional
Roxy Marquez
Strategic Partner | Financial Professional
Guest Speaker: Tax Strategist
Event Details
📅 Wednesday, July 29th
🕚 11:45 AM – 1:00 PM
📍 Zinc Café & Bar
580 Mateo Street
Los Angeles, CA 90013
Street parking and nearby parking garages are available.
☕ Coffee is available on us at the café.
Why Attend?
This is your opportunity to connect with professionals, ask questions, expand your network, and leave with valuable financial knowledge you can apply immediately.
Whether you're an entrepreneur, working professional, business owner, investor, or simply someone who wants to make smarter financial decisions, this workshop is for you.
🎟️ Admission is FREE, but seating is limited. Reserve your spot today!
Everyone is welcome. Bring a friend and come ready to learn, connect, and grow.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
