Exploring the Intersection of Presidential Leadership, Economic Innovation, and Market Potential.
Coto De Caza Golf & Racquet Club
25291 Vista Del Verde
Coto De Caza, CA 92679
Date: Thursday, January 16, 2025
Dinner & Presentation: 6:00 PM – 8:00 PM
Check-in: 5:30 PM
RSVP Deadline: Friday, January 10
Complimentary dinner will be served.
Discover How Presidential Policy, Strategic Initiatives, & Regulatory Framework Can Catalyze Economic Innovation & Market Potential.
Join Dryden Pence, the esteemed head of one of Forbes 2024 Top Registered Investment Advisory Firms1 and a prominent commentator on Fox Business, Bloomberg, and CNBC. In this insightful presentation, gain crucial insight into:
Learn how to leverage these insights to your advantage, securing your savings and financial future amidst a presidential transition.
Don’t miss this opportunity to understand how government and market dynamics will shape your financial landscape in 2025.
DRYDEN PENCE
Chief Investment Officer
LPL Registered Principal
Pence Wealth Management: The Forbes ranking of America’s Top RIA Firms 2024, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Recent Media Appearances
Schwab Network
Air Date: 11/08/2024
Fox Business
Air Date: 11/06/2024
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Event Details
Event Date: Thursday, January 16
Check-in: 5:30 PM
Dinner & Presentation: 6:00 PM – 8:00 PM
Event Location:
Coto De Caza Golf & Racquet Club
25291 Vista Del Verde
Coto De Caza, CA 92679
You can also RSVP by calling (949)523-3980
Pre-Event Appetizers
Baby Tomato Bruschetta
Toasted Crostini with Herb Bousiane Cheese, Marinated Tomatoes
Caprese Skewer
Baby Heirloom Tomato, Peilini Mozzarella and Fresh Basil
Coconut Chicken Skewer
with Sweet Chili Sauce
Dessert
Flourless Chocolate Cake
In Berry Coulis with Fresh Mint
New York Style Cheesecake
Dinner Options
Coto Caesar Salad
Hearts of Romaine, Parmesan Reggiano Cheese, Garlic Herb Croutons
Grilled Filet Mignon & Chicken Duet
Mushroom Brandi Demi Glaze with Yukon Gold Mashed Potatoes and Seasonal Vegetables
Preserve Salmon
Oak Roasted with Bourbon Maple Buerre Blanc & Brown Butter Emulsion, and Olive Crushed Potatoes
Fettuccine Pasta
Peas, Broccolini, Squash, Zucchini, Asparagus, & Artichokes, in a White Wine Garlic Sauce
Event Host & Presenter
LPL Financial Advisor
Pence Financial Group
LPL Financial Advisor
Pence Financial Group
Chief Investment Officer
Pence Financial Group
At Pence Financial Group, we believe that good financial decisions don’t have to be confusing. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.
Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.
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© Pence Financial Group LLC. 2025. All rights reserved.
The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.
Pence Financial Group does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. The financial consultants of Pence Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, Pence Financial Group, and Pence Capital Management are separate entities. Wealth Management provided through LPL Financial.
The LPL registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.