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Financial seminars for retirement & Wealth Planning in Southern CA

Business Owner Lunch - Keeping More of What You Earn

Lunch with Financial Detox's Jason Labrum & Caliber's Mark Robertson - Keeping More of What You Earn

If you are a business owner who is interested in learning about how to save taxes and build your wealth, join us for lunch with Financial Detox's Jason Labrum as he discusses strategies to help you accomplish this.


Financial Detox Education Events


Tuesday March 27th at 6:30pm- Register Here

Thursday March 29th at 6:30 PM -   Register Here


Dove Library - Schulman Auditorium- 1775 Dove Lane, Carlsbad CA 92011


  • Keep more of what you make - Investor Returns vs. Capital Markets
  • The Advantages of a Tax Deferral and the RIGHT Retirement Plan
  • Separate Emotions and Disciplined Investment Decisions
  • All Advice is NOT created Equal - The Fiduciary Standard

Financial Planning During Divorce Workshop

This workshop is for you if:

  • You are contemplating divorce
  • You are in the process of getting divorced
  • You’ve already filed for divorce and are overwhelmed by the process
  • You’re not sure what to do next.

You Will:

  • Explore the legal, financial and emotional aspects of divorce
  • Discover resources available to help you
  • Talk with others experiencing similar life changes
  • Learn from experts who have guided others through divorce


Brady College Counseling Event

photoAcademic and college counseling have always been a part of Shannon’s life. Shannon has a strong passion helping students find the best colleges for their personal preferences, abilities and potential. With her strong college admissions knowledge and ability to connect with families, she is adept at easing anxiety throughout the admissions process.

Do you have children or grandchildren getting ready to apply for college? Labrum Wealth Management is hosting a FREE EDUCATIONAL EVENT to find out what you need to know so your child is properly prepared for the college admittance process. Shannon Brady, M.ED, with Brady College Counseling will discuss about how to assist your student with the necessary components of the college application: academic / extracurricular resume and college essay process.

When: TBD | Spring 2018
When: TBD
Where: Bressi Ranch Holiday Inn,
2725 Palomar Airport Rd.,
Carlsbad, CA 92009

RSVP to Andrea Beltran 760-707-5555 or andrea@labrumwealth.com

LWM Women’s Coffee Event

lwmWe invite you to our Women's Coffee Group!

Please join us in a casual environment as we get together as women to make new friends, learn new financial concepts, then put these concepts to the test. We hope to change your life in ways you didn't know possible!

When: Date TBD for Q1 2018
Where: LWM Carlsbad
6128 Innovation Way,
Carlsbad, CA 92009

RSVP to Andrea Beltran 760-707-5555 or andrea@labrumwealth.com.


Career Opportunities. JOIN OUR TEAM!