Proactive Wealth Process – WWM Financial

Long Term Care Planning

Oct 1, 2026

Long Term CAre Planning Securing Your Future

A long-term care event can quickly become one of the biggest financial challenges a family faces. With the cost of home care, assisted living, and nursing care continuing to rise, having a plan can help protect your retirement savings, preserve your independence, and reduce the burden placed on the people you love. Join us for an informative webinar where we’ll explore what long-term care can really cost, common misconceptions about Medicare and other coverage, and the different strategies available from self-funding to traditional and hybrid long-term care solutions. You’ll leave with a better understanding of the choices available and how to begin building a plan that protects both your wealth and your family.

Recorded September 30, 2026

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Smart Leverage Strategies

Sep 18, 2026

The New Leverage Decision

Should Affluent Investors Use Cash, Credit, Or Portfolio Loans In Today’s Interest Rate Environment?

What if the wrong liquidity decision quietly cost you hundreds of thousands in future wealth?

In today’s high-rate environment, affluent investors face a new challenge: when does it make sense to use cash, sell investments, or strategically borrow against assets?

Recorded June 25, 2026

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Investing Structure and Strategy March 2026

May 13, 2026

hy Asset Allocation Matters More Than Ever in a Volatile, Headline-Driven Market Markets are moving. Headlines are loud. And uncertainty feels constant. But long-term wealth isn’t built by reacting to the news cycle — it’s built on disciplined structure. In this quarter’s Proactive Wealth Process webinar, we’ll explore why asset allocation — not short-term predictions — is the true driver of sustainable outcomes.

You’ll learn:

• The critical difference between strategy and speculation

• Why allocation decisions historically shape long-term performance

• How portfolio drift quietly increases risk over time

• Why disciplined rebalancing reduces emotional decision-making

• What high-net-worth investors should be revisiting in 2026

If markets feel noisier than usual, this session will bring clarity. Because the question isn’t what to buy next — It’s whether your allocation still aligns with your long-term vision. Join us as we revisit the foundation of intelligent asset management.

Recorded: March 25th, 2026, 12:00PM

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Aligning Wealth & Legacy Through Smart Estate Planning

Dec 16, 2025

An Educational Webinar Presented by WWM Financial’s Proactive Wealth Process

A well-crafted estate plan isn’t just about distributing assets—it’s about protecting loved ones, preserving family harmony, and creating a legacy that endures for generations.

Join WWM Financial and guest speaker Gita K. Nassiri, JD, MBT, CPA, managing attorney at Capital Legacy Law, Inc., for an insightful discussion on how to align your financial plan and estate plan to ensure your wealth continues to make a positive impact long after you’re gone.

In this exclusive educational session, you’ll learn:

How estate planning and financial planning work hand-in-hand to protect what matters most
Strategies to maximize 2025 gifting and exemption opportunities before the current limits sunset in 2026
What changes may be coming in 2026 and beyond, and how to prepare now
A year-end estate planning checklist to make sure your plan is up to date

With over three decades of experience as both an attorney and CPA, Gita K. Nassiri brings a uniquely practical and compassionate approach to helping families navigate the complexities of wealth transfer and legacy preservation.

This is more than a webinar—it’s an opportunity to give your loved ones the most meaningful gift of all: clarity, security, and peace of mind.

Recorded 12/4/2025

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

One Big Beautiful Bill Act, What Affluent Investors Need To Know

Aug 27, 2025

The recently passed One Big Beautiful Bill Act brings sweeping changes to taxes, estate planning, and investment strategies — and affluent investors could feel the impact the most.

In this exclusive 45-minute webinar, we’ll break down what the new legislation means for high-net-worth individuals, families, and business owners. From potential increases in income and capital gains taxes to shifts in estate and gift tax rules, you’ll learn what’s changing, what’s at risk, and what you can do now to protect and grow your wealth.

We’ll cover:

✅ How the new tax brackets and surtaxes may affect you

✅ Key estate planning moves to consider before exemptions change

✅ Impacts on retirement accounts, investments, and business owners

✅ Real-world examples and actionable strategies tailored to your situation

Join us to understand the opportunities and risks this law presents — and leave with a clear action plan to stay ahead of the curve.

Recorded 8/26/2025

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Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190

Navigating Required Minimum Distributions

Jun 13, 2025

Are you ready to take the guesswork out of Required Minimum Distributions (RMDs)? Join us for a 40 -minute power-packed webinar where we’ll answer the most frequently asked questions, uncover the biggest mistakes people make, and share smart strategies to keep more of your hard-earned money. Whether you’re approaching your first RMD or looking to optimize your withdrawals, this session is designed to help you stay in control and avoid costly pitfalls. Don’t miss this opportunity to gain clarity and confidence in your retirement planning.

Date Recorded: 3/13/2025

Schedule A FREE Call

Disclosure:

WWM Financial is an SEC Registered Investment Advisor

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190