PENCE FINANCIAL GROUP

[Monterey, CA] Policy, Prosperity and People
2025-01-14 17:30 - 20:00 (America/Los_Angeles) | Embassy Suites by Hilton Monterey Bay, 1441 Canyon Del Rey , CA, Seaside, CA, 93955, United States
Exploring the Intersection of Presidential Leadership, Economic Innovation, and Market Potential.
Join Us!
Discover how Presidential Policy, Strategic Initiatives, and Regulatory Framework Can Catalyze Economic Innovation and Market Potential.
What you’ll learn:

Future Actions of the Federal Reserve
Potential Fiscal Policy Shifts
Current Economic Trajectory and Projections
Implications to Your Finances

Event Details:

Date: Tuesday, January 14, 2025
Dinner & Presentation: 6:00 PM – 8:00 PM
Check-in: 5:30 PM
RSVP Deadline: Wednesday, January 8
Complimentary dinner will be served

Event Location:
Embassy Suites by Hilton Monterey Bay Seaside
1441 Canyon Del Rey Rd.
Seaside, CA 93955
Join Dryden Pence, the esteemed head of one of Forbes 2024 Top Registered Investment Advisory Firms and a prominent commentator on Fox Business, Bloomberg, and CNBC.
RSVP BY CLICKING THE BUTTON BELOW!

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.

[Mission Viejo, CA] Policy, Prosperity and People
2025-01-16 17:30 - 20:00 | Coto de Caza Golf & Racquet Club, 25291 Vista Del Verde, Coto de Caza, CA, 92679, United States
Exploring the Intersection of Presidential Leadership, Economic Innovation, and Market Potential.
Join Us!
Discover how Presidential Policy, Strategic Initiatives, and Regulatory Framework Can Catalyze Economic Innovation and Market Potential.
What you’ll learn:

Future Actions of the Federal Reserve
Potential Fiscal Policy Shifts
Current Economic Trajectory and Projections
Implications to Your Finances

Event Details:

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

Event Location:
Coto De Caza Golf & Racquet Club
25291 Vista Del Verde
Mission Viejo, CA 92679
Join Dryden Pence, the esteemed head of one of Forbes 2024 Top Registered Investment Advisory Firms and a prominent commentator on Fox Business, Bloomberg, and CNBC.
RSVP BY CLICKING THE BUTTON BELOW!

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.

[Boca Raton, FL] Retain Your Brain
2025-03-05 17:30 - 20:00 | Boca Raton Marriott at Boca Center, 5150 Town Center Circle, Boca Raton, FL, 33486, United States
*RSVP BY CLICKING THIS LINK*
How to age-proof your most valuable asset.
Imagine maintaining the sharpness, creativity, and mental agility you enjoy today well into your golden years. As advances in medicine help us live longer, protecting our cognitive health has become more crucial than ever.
Retain Your Brain: How to Age-Proof Your Most Valuable Asset is a groundbreaking event sharing strategies for keeping your mind vibrant and resilient. Whether you’re in your 30s planning ahead or in your 60s seeking to optimize your brain health, this session will equip you with practical, science-backed techniques to preserve your cognitive function and enhance your mental performance at any age.
Wednesday, March 5
Dinner & Presentation: 5:30 PM – 8:00 PM
Check-in: 5:00 PM
Boca Raton Marriot at Boca Center
5150 Town Center Cir,
Boca Raton, FL 33486
Complimentary dinner will be served
***You’ll Also Learn About***

A New Administration:
How Presidential Policy, Strategic Initiatives, and Regulatory Framework will Affect Market Potential in 2025

As global markets brace for the impact of new leadership in Washington, business leaders and investors find themselves at a critical crossroads. The incoming administration’s bold policy shifts, strategic reforms, and regulatory overhaul promise to reshape the economic landscape in unprecedented ways. Understanding these changes isn’t just advantageous, it’s essential for survival and growth in 2025’s transformed marketplace.

People Move Markets:
Analyzing Human Behavior to Maximize Opportunities

Learn how human behavior drives demand and how companies at the choke point of the supply chain are positioned to deliver significant returns. Dryden Pence, a Harvard-educated economist and retired army colonel with expertise in psychological warfare, will present. Dryden is the Chief Investment Officer of the #13 ranked Forbes RIA in the country and a prominent commentator on Fox Business, Bloomberg, CNBC, and Yahoo Finance.

[Livonia, MI] Fireside Chat with Dryden Pence
2025-05-14 17:30 - 20:00 | Edgewood Country Club, 8399 Commerce Road, Commerce, MI, 48382, United States
William Connell, CFP®, and Tony Atrasz, CFP®, ChFC®, CLU®, REBC®, RICP®, CRPC invite you to a
Fireside Chat with Dryden Pence
A conversation about the trajectory of the markets, the economy, and the Federal Reserve in 2025.
YOU’RE INVITED!
Join me and Dryden Pence, the head of one of the recipients of the Forbes 2024 Top Registered Investment Advisory Firms Award1 and a prominent commentator on CNBC, Yahoo Finance, Bloomberg, and Fox Business, for an insightful chat with topics that include:

Future Actions of the Federal Reserve
Potential Fiscal Policy Shifts
Current Economic Trajectory and Projections
Implications to your Finances

Check-in: 5:30 PM
Dinner & chat begins at 6:00 PM
Don’t miss this opportunity to understand how government and market dynamics will shape your financial landscape in 2025.
Learn more and register by visiting https://pence.financial/livonia-fireside-chat

1Forbes America’s Top RIA Firm’s ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

[Fort Smith, AR] Policy, Prosperity and People
2025-05-15 17:30 - 20:00 | Hardscrabble Country Club, 5211 Cliff Dr., Fort Smith, AR, 72902, United States
Exploring the Intersection of Presidential Leadership, Economic Innovation, and Market Potential.
Join Us!
Discover how Presidential Policy, Strategic Initiatives, and Regulatory Framework Can Catalyze Economic Innovation and Market Potential.
What you’ll learn:

Future Actions of the Federal Reserve
Potential Fiscal Policy Shifts
Current Economic Trajectory and Projections
Implications to Your Finances

Event Details:

Date: Thursday, May 15, 2025
Dinner & Presentation: 6:00 PM – 8:00 PM
Check-in: 5:30 PM
RSVP Deadline: Tuesday, May 6
Complimentary dinner will be served

Event Location:
Hardscrabble Country Club
5211 South Cliff Drive
Fort Smith, AR 72903
Join Dryden Pence, the esteemed head of one of Forbes 2024 Top Registered Investment Advisory Firms and a prominent commentator on Fox Business, Bloomberg, and CNBC.
RSVP BY CLICKING THE BUTTON BELOW!

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.

[Detroit, MI] Policy, Prosperity and People
2025-09-23 17:30 - 20:00 | Royal Park Hotel, 600 E. University Dr., Rochester, MI, 48307, United States
Exploring the Intersection of Presidential Leadership, Economic Innovation, and Market Potential.
Join Us!
Discover how Presidential Policy, Strategic Initiatives, and Regulatory Framework Can Catalyze Economic Innovation and Market Potential.
What you’ll learn:

Future Actions of the Federal Reserve
Potential Fiscal Policy Shifts
Current Economic Trajectory and Projections
Implications to Your Finances

Event Details:

Date: Tuesday, September 23
Dinner & Presentation: 6:00 PM – 8:00 PM
Check-in: 5:30 PM
RSVP Deadline: Tuesday, September 16
Complimentary dinner will be served

Event Location:
Royal Park Hotel
600 E. University Dr.
Rochester, MI 48307
Join Dryden Pence, the head of one of one of the recipients of the Forbes 2024 Top Registered Investment Advisory Firms Awards and a prominent commentator on Fox Business, Bloomberg, and CNBC.

*Click the Button Below to Save Your Seat*

1Forbes America’s Top RIA Firm’s ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

[Lancaster, CA] Policy, Prosperity and People
2025-10-11 10:30 - 13:00 | Embassy Suites by Hilton Palmdale, 39375 5th St. West, Palmdale, CA, 93551, United States
Exploring the Intersection of Presidential Leadership, Economic Innovation, and Market Potential.
Join Us!
Discover how Presidential Policy, Strategic Initiatives, and Regulatory Framework Can Catalyze Economic Innovation and Market Potential.
What you’ll learn:

Future Actions of the Federal Reserve
Potential Fiscal Policy Shifts
Current Economic Trajectory and Projections
Implications to Your Finances

Event Details:

Date: Saturday, October 11, 2025
Dinner & Presentation: 11:00 AM – 1:00 PM
Check-in: 10:30 AM
RSVP Deadline: Friday, October 3, 2025
Complimentary lunch will be served

Event Location:
Embassy Suites by Hilton Palmdale
39375 5th Street West
Palmdale, CA 9355
Join Dryden Pence, the esteemed head of one of Forbes 2024 Top Registered Investment Advisory Firms and a prominent commentator on Fox Business, Bloomberg, and CNBC.
RSVP BY CLICKING THE BUTTON BELOW!

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.

[San Diego, CA] Fireside Chat with Dryden Pence
2025-11-06 17:00 - 18:30 | The Crossings at Carlsbad, 5800 The Crossings Drive, Carlsbad, CA, 92008, United States
Exploring the Intersection of Presidential Leadership, Economic Innovation, and Market Potential.
Join Us!
Discover how Presidential Policy, Strategic Initiatives, and Regulatory Framework Can Catalyze Economic Innovation and Market Potential.
What you’ll learn:

Future Actions of the Federal Reserve
Potential Fiscal Policy Shifts
Current Economic Trajectory and Projections
Implications to Your Finances

Event Details:

Date: Thursday, November 6
Dinner & Presentation: 5:00 PM
Check-in: 4:30 PM
RSVP Deadline: Friday, October 31, 2025
Complimentary dinner will be served

Event Location:
The Crossings at Carlsbad
5800 The Crossings Drive,
Carlsbad, CA 92008
Join Dryden Pence, the esteemed head of one of Forbes 2024 Top Registered Investment Advisory Firms and a prominent commentator on Fox Business, Bloomberg, and CNBC.
RSVP BY CLICKING THE BUTTON BELOW!

[Alexandria, VA] 2026 Outlook: Navigating Markets in a Changing Economy
2026-03-31 18:00 - 19:30 | Alexandria, VA Office, 5568 General Washington Dr. Suite A-200, Alexandria, VA, 22312, United States
2026 Outlook: Navigating Markets in a Changing Economy
Insights on Economic Trends, Stock Market Performance, and the 2026 Forecast

Where will the markets go in 2026?
Don’t miss this exclusive opportunity to hear from Dryden Pence, a nationally recognized market strategist, Harvard-educated Economist, and Chief Investment Officer of the #11 2025 America’s Top RIA Firm, as awarded by Forbes.
Featured on major financial networks, Dryden delivers clear, actionable insights on the economy and stock market. Join us for his insightful guidance on the trends shaping 2026!
Is your Financial Portfolio Ready for 2026?

Join Us! In-Person or Virtual!
Tuesday, March 31 (In-Person or Virtual)
5568 General Washington Dr.
Suite A-200
Alexandria, VA 22312
Check-in begins at 5:30 PM
Presentation begins at 6:00 PM
Please RSVP by March 27

CLICK HERE TO RSVP!

1Forbes America’s Top RIA Firm’s ranking was developed by SHOOK Research. RIA Firm refers to those that are registered directly through the SEC as a registered investment advisor, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and firm, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

[Boca Raton, FL] The Future of Aging
2026-04-11 10:30 - 12:30 | The Oak Room at Farmers Table, 1901 North Military Trail, Boca Raton, Florida, 33431, United States
The Future of Aging
Discover how A.I. is quietly reshaping how we live, work, and stay connected as we get older.
Are you ready for how technology will redefine life as you age?
Join us as we explore how emerging technologies are quietly reshaping daily life, longevity, and what it means to age well. We’ll look at trends influencing work, connection, mobility, and wellness, along with simple ideas for how individuals can begin adapting to a tech-enabled future.
Created in partnership with the MIT Age Lab, Five Ways Technology Will Change the Way We Age will give you a glimpse into the A.I. technologies making an impact today and redefining aging for the future.
Plus, you’ll get an Economic Forecast and Market Update
Markets are constantly evolving, and staying informed is essential. In this session, Dryden Pence will provide an overview of where we are today and what he is watching closely moving forward. He will share insights into economic trends, market drivers, and potential opportunities and risks, all explained in a clear, easy-to-understand way.

Event Date: Saturday, April 11
Check-in: 10:30 AM
Presentation begins at 11:00 AM
Please RSVP by April 3

Click Here to Register!
