Join Us for a True Wealth Lunch Talk at Stella’s Dana Point!

Discover what really drives long-term investing success at our upcoming True Wealth Lunch Talk: The 5 Determinants of Investor Success. In this engaging session, we’ll break down the core factors that separate confident, disciplined investors from the rest—and how you can apply these principles to your own financial journey.

Enjoy a complimentary lunch, practical insights, and a clear framework you can use right away.

Click one of the dates below to register and reserve your seat. Each lunch talk is scheduled from 12:00PM - 2:00PM. Space is limited.