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Financial seminars for retirement & Wealth Planning in Southern CA


Date Coming Soon


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


  • New 2018 Tax Brackets/ Rates
  • How Social Security Benefits are Taxed
  • Uncovering the "Real" Tax System
  • Strategies to help minimize taxes in retirement

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
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
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!