Events

When the obvious choice may not be the best for you, Level up your AT&T 401k for 2026 and Beyond

Don't miss our May webinar series, hosted by Shawn McElderry, CEO/Wealth Manager assisting AT&T employees for over 25 years. We’ll focus on practical 401(k) best practices, current market considerations, and how wealth management guidance can support you as your career, income, and life priorities evolve. Thank you for taking the time to join us. We look forward to hosting you and continuing to support your financial progress.

Clarity in Uncertain Markets: Private Monarch Client Webinar

Join us for an exclusive, invitation‑only webinar featuring Kezia Samuel, CFA, CAIA, Chief Market Strategist at AssetMark. Kezia will share timely insights on today’s economic landscape and offer a fresh perspective on how disciplined, well‑designed strategies can help you navigate uncertainty with confidence.

Beyond the Noise in 2026: Controlling Your Financial Future

Concerned about the market? Retiring soon? Steps to take now to get you through uncertain times

Beyond the Noise in 2026: Controlling Your Financial Future

Concerned about the market? Retiring soon? Steps to take now to get you through uncertain times

Girl & the Goat Los Angeles Dinner Q/A

Join Monarch Wealth for an exclusive kickoff dinner at Girl & the Goat Los Angeles. Space is limited and RSVP is required—first come, first served. If plans change, please notify us.

Beyond the Noise in 2026: Controlling Your Financial Future

Your 2026 Kaiser 401(k) Blueprint: Maximize Retirement & Future Wealth

Don't miss our next Kaiser centric webinar of the year, hosted by Shawn McElderry, CEO/Wealth Manager assisting Kaiser employees for over 25 years. Here are the topics that will be addressed in these Webinars: When’s the best time to turn your Social Security Income? How will interest rates affect my pension lump sum? What are the common mistakes made with Medicare? What do I do with my 401k now and get it ready for my retirement? Can a 401k loan prevent me from retiring? How will the political environment affect my retirement? There will also be a time for Q&A towards the end of the Webinar. We look forward to seeing you on our call. P.S. If you aren't able to attend but would still like to hear more about how best to plan for your retirement; sign up for the Webinar and we'll send out the replay to everyone on the attendance list.

Your 2026 Kaiser 401(k) Blueprint: Maximize Retirement & Future Wealth

Don't miss our next Kaiser centric webinar of the year, hosted by Shawn McElderry, CEO/Wealth Manager assisting Kaiser employees for over 25 years. Here are the topics that will be addressed in these Webinars: When's the best time to turn your Social Security Income? How will interest rates affect my pension lump sum? What are the common mistakes made with Medicare? What do I do with my 401k now and get it ready for my retirement? Can a 401k loan prevent me from retiring? How will the political environment affect my retirement? There will also be a time for Q/A towards the end of the Webinar. We look forward to seeing you on our call. P.S. If you aren't able to attend but would still like to hear more about how best to plan for your retirement; sign up for the Webinar and we'll send out the replay to everyone on the attendance list.

When the obvious choice may not be the best for you, Level up your Kaiser 401k for 2026 and beyond.

Don't miss our first Kaiser centric webinar of the year, hosted by Shawn McElderry, CEO/Wealth Manager assisting Kaiser employees for over 25 years. Here are the topics that will be addressed in these Webinars: When’s the best time to turn your Social Security Income? How will interest rates affect my pension lump sum? What are the common mistakes made with Medicare? What do I do with my 401k now and get it ready for my retirement? Can a 401k loan prevent me from retiring? How will the political environment affect my retirement? There will also be a time for Q&A towards the end of the Webinar. We look forward to seeing you on our call. P.S. If you aren't able to attend but would still like to hear more about how best to plan for your retirement; sign up for the Webinar and we'll send out the replay to everyone on the attendance list.

When the obvious choice may not be the best for you, Level up your AT&T 401k for 2026 and beyond

Don't miss our first 2026 webinar, hosted by Shawn McElderry, CEO/Wealth Manager assisting AT&T employees for over 25 years. Here are the topics that will be addressed in these Webinars: When’s the best time to turn your Social Security Income? How will interest rates affect my pension lump sum? What are the common mistakes made with Medicare? What do I do with my 401k now and get it ready for my retirement? Can a 401k loan prevent me from retiring? How will the political environment affect my retirement? There will also be a time for Q&A towards the end of the Webinar. We look forward to seeing you on our call. P.S. If you aren't able to attend but would still like to hear more about how best to plan for your retirement; sign up for the Webinar and we'll send out the replay to everyone on the attendance list.

Verizon Live Q/A Series: End of Year Mentorship from Monarch

AT&T Live Q/A Series! End of Year Mentorship from Monarch

Flemings Steakhouse Pasadena Dinner Q&A

Get clear, straightforward answers about your pension, 401(k)s, medical, social security, fees, and income planning before making your decision. We will also discuss strategies to replace your paycheck.

Valley Inn Restaurant Sherman Oaks Dinner Q&A

Get clear, straightforward answers about your pension, 401(k)s, medical, social security, fees, and income planning before making your decision. We will also discuss strategies to replace your paycheck.

Valley Inn Restaurant Sherman Oaks Diner Q&A

Get clear, straightforward answers about your pension, 401(k)s, medical, social security, fees, and income planning before making your decision. We will also discuss strategies to replace your paycheck.

Get Educated Join us to discuss 401k, ESROs, Tariffs, and Social Security

Don't miss our upcoming webinar, "When Retirement is near - Get Answers to your pressing questions.," hosted by Shawn McElderry, CEO/Wealth Manager assisting AT&T employees for over 25 years. Here are the topics that will be addressed in these Webinars: When’s the best time to turn your Social Security Income? How will interest rates affect my pension lump sum? What are the common mistakes made with Medicare? What do I do with my 401k now and get it ready for my retirement? Can a 401k loan prevent me from retiring? How will the political environment affect my retirement?  There will also be a time for Q&A towards the end of the Webinar. We look forward to seeing you on our call.  P.S. If you aren't able to attend but would still like to hear more about how best to plan for your retirement; sign up for the Webinar and we'll send out the replay to everyone on the attendance list. 

AT&T Considering an Offer or Retiring soon? Don't Miss This!

Don't miss our upcoming webinar, "When Retirement is near - Get Answers to your pressing questions.," hosted by Shawn McElderry, CEO/Wealth Manager assisting AT&T employees for over 25 years. Here are the topics that will be addressed in these Webinars: When’s the best time to turn your Social Security Income? How will interest rates affect my pension lump sum? What are the common mistakes made with Medicare? What do I do with my 401k now and get it ready for my retirement? Can a 401k loan prevent me from retiring? How will the political environment affect my retirement?  There will also be a time for Q&A towards the end of the Webinar. We look forward to seeing you on our call.  P.S. If you aren't able to attend but would still like to hear more about how best to plan for your retirement; sign up for the Webinar and we'll send out the replay to everyone on the attendance list.