The Investor's Guide to Asset Protection in the Time of Covid-19

Watch this very timely and informative webinar!

We recognize these are confusing times. You need unbiased advice you can trust — from people who aren't trying to sell you products.

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Crystal Oculee CTS®, CIS®, NSSA®, CES®, CFS®, CAS®

Chief Financial Strategist of Confidence Wealth Management LLC

Important Topics We'll Discuss:


  • The fundamentals every investor MUST know about protecting their interests in uncertain times
  • ONE CRITICAL STEP to take this week to realistically assess your portfolio exposure
  • How to turn a second opinion into practical strategies for ensuring your income, taxes, goals, lifestyle and more are adjusted for the rest of 2020
  • Why now may not be the right time to purchase financial products from your advisor
  • What the ultra-wealthy are doing right now to protect their wealth – and why they’re not just for the “$50 Million+ crowd”
  • Why “I’m a fiduciary” doesn’t necessarily mean an advisor is prepared for what could happen in the market this year

ABOUT YOUR PRESENTER CRYSTAL OCULEE

  • Certified Tax Specialist®
  • Certified Income Specialist®
  • Certified National Social Security Advisor®
  • Certified Estate and Trust Specialist®
  • Certified Fund Specialist®
  • Certified Annuity Specialist®

Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence and Your Personal Money Diary. She is a Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, and a certified National Social Security Advisor. Less than 1% of financial advisors hold these designations. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.

With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.

Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.

© Confidence Wealth Management LLC 2020

Confidence Wealth Management LLC (CWM) is a state registered investment adviser. The webinar is provided for informational purposes only.  For complete information regarding CWM’s services and fees, please review our Form ADV Part 2A Disclosure Brochure, which can be found at www.adviserinfo.sec.gov or requested by calling us at (310) 824-1000.

Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. CWM is a proud supporter and a member of the Better Business Bureau. Consult with an attorney or CPA for usage of tax or legal concepts. This presentation may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this presentation is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the presentation and may not be valid, may change, and/or may not be true any longer as time passes.