Join us for an event not to be missed...
While enjoying lunch and wine at the beautiful Callaway Vineyard in Temecula, we will be taking you on a journey to achieve optimal outcomes!
Recent years have brought on challenges financially, emotionally, physically and for some they were life changing. If our past can be a reference point which does not define us, then your future "you" is yet to be determined. Life planning should begin early on in your career, which includes retirement planning, however most people don't engage with a wealth planner until they are very close to retirement. Monarch has empowered countless clients over the years who have decided to take charge of their financial outcomes and the common thread we hear is, "I wish I had met with you years ago". Most people are misinformed as to the role of a "wealth manager" often comparing it to their 401k plan. You will leave this Q&A event with clarity to many misconceptions so that your family can make informed decisions based on facts.
Navigating your future is what Monarch was built to do.
Ancient Sailors used stars to navigate their course. When it comes to your money, stars are not so helpful. Navigating your wealth and legacy requires knowledge, experience, creativity, constant learning, managing variables and it is critical to have a plan with contingency plans for life's unknowns. We work as a team to ensure everyone is here to assist you.
Monarch's speaker- Founder/CEO Shawn McElderry: will take you through a high-level understanding of the biggest questions we get and then take a deep dive into select topics often overlooked, misunderstood, or simply not explained in a relatable way. These topics will be areas where most can act right away to ensure you are proactive for what you have worked so hard to accumulate.
"Each person we meet is unique, we go through a process of getting to know each client individually to ensure that no chance for improvement or problem area is overlooked. It is an honor to assist our clients with the legacy they have built, the plan we create must reflect why we do what we do every time." ~ Shawn McElderry
Failing to plan is planning to fail.
VIP Guest Speaker- Navy Seal Phillip Koontz: We are excited to share this rare experience with you as very few living human beings have experienced the level of stress, trauma, and need for adversity as a Navy seal with 78 live combat missions in the middle east.
His time served was not lost nor will be forgotten, as he shares his unique perspective, drawing from his experiences to overcome life's adversities, find peace of mind and be critically aware of your surroundings. Navy Seals spend 97.3% of their time training and planning and 2.7% of their time on actual combat missions. Since retiring almost 14 years ago he is now a life and business coach, motivational speaker, and is a volunteer with The Anti-Trafficking Bureau amongst many other pursuits. This is a presentation, when woven into your personal situations, will stay with you.
We hope that Monarch and Phillip together inspire you to think more proactively about your legacy and how you might engage with it differently, to be mindful of those things we need to protect in our lives. Sometimes that which we wish to protect the most, can be neglected from fear of making a mistake.
Date and Time
Sat, Aug 05, 2023
12:00p - 3:00p PST