Saturday Seminar: December 7th, 2013, 9:00am – 10:30am

Wednesday, February 29th, 2012

Leave your tie at home and join us for coffee and a continental breakfast.   Expect a casual and relaxed setting designed to make all investors, big and small feel at ease.

Bring your investment questions and your appetite for learning. Our Saturday seminars are geared for individuals who are interested in learning more about Sagent Wealth Management and the range of services we offer.

From investment selection, to retirement planning to college funding we’ll cover all this and more.  Also, be sure to ask about your complimentary Financial Checkup.  It’s a great way to analyze your portfolio and get to know the team at Sagent Wealth Management.

Saturday seminars are held on the second Saturday of each month, from 9:00am until 10:30am at our offices in Newport Beach, California.

If you or someone you know is interested in attending, please RSVP by clicking here.

Weeknight Webinar: Thursday, December 19th, 2013, 5:30pm – 6:30pm

Wednesday, February 29th, 2012

Plug in and learn right from your personal computer with Sagent’s Weeknight Webinars.

Our webinars are designed to introduce you to the range of services offered by Sagent, all from the convenience of your personal computer.

Come prepared for an educational session and the opportunity ask questions on the topics that interest you from investment selection, to retirement planning to college funding and everything in between.

Also, be sure to ask about our complimentary Financial Checkup.  It’s a great way to plan your future while getting to know the Sagent Wealth Management team at the same time.

Webinars are held on either the third Tuesday, Wednesday or Thursday of each month from 5:30pm until 6:30pm.

If you or someone you know is interested in attending, please RSVP by clicking here.