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Mastering High Net Worth Investments: Step into the world of elite investment wisdom tailored for high net worth individuals. Unlock the secrets of investing like the most accomplished financial giants. Delve into advanced investment techniques, risk management, and portfolio diversification strategies that have propelled the most successful investors to their heights. Elevate your expertise in catering to the distinct needs and aspirations of high net worth clients, setting the stage for unparalleled financial growth.

Achieving Life Goals and Dream Lifestyles: Embark on a journey of guiding clients towards realizing their aspirations and embracing the lifestyles they've always envisioned. Uncover the power of aligning financial strategies with personal goals, enabling you to offer transformative guidance that transcends traditional financial advisory. Explore how to create customized roadmaps that lead to financial success, fulfillment, and the realization of lifelong dreams.

Maximizing Retirement Plan Benefits: Discover the art of optimizing retirement plans to benefit both employers and employees. Learn ingenious strategies to help employers save on taxes while providing valuable retirement options for their workforce. Join us as industry experts unveil insights that can revolutionize retirement planning within your organization, ensuring financial well-being for all.

HR Excellence and Employee Well-Being: Welcome to Maven's Learning Series, where we focus on 'Best Practices for Managing Employee Disabilities'. This enlightening session doesn't just offer insights to enhance HR practices but also provides 1 Hour of HRCI/SHRM credit. Explore innovative approaches to employee well-being, ensuring inclusivity, productivity, and fostering a workplace environment where every individual can thrive. Join us to ignite a transformation in your HR strategies, making a lasting impact on your organization and its employees.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 8, 2024

12:00p - 1:00p

Del Frisco's Grille

2024 CA Employment Law Legislative Update - 1 Hr SHRM & HRCI Credit

Fisher Phillips attorney of the Irvine office, Lauren Roseman, will analyze new legislation that will affect employers in 2024 and beyond. This seminar is appropriate for business owners, in-house counsel, HR professionals, and anyone who handles employee complaints, manages employees, or makes decisions impacting the workplace.

November 6, 2023

12:00p - 12:30p


Saving Taxes Through Retirement Plan Options for Businesses

Join our seminar to revolutionize your business success and retirement planning! Discover ingenious tax-saving strategies, personalized retirement options, and expert insights to amplify your wealth. Network with fellow entrepreneurs, create a strategic roadmap, and secure your business legacy. Don't miss this unique opportunity for financial transformation!

October 13, 2023

1:30p - 2:00p


September 28, 2023

10:00a - 10:30a


Insurance for Different Stages of Life

Are you ready to take charge of your financial future like never before? Join us for an exhilarating exploration of the insurance landscape at every stage of life.

September 14, 2023

3:00p - 4:00p

Maven Group Office

SHRM Credit - Best Practices for Managing Employee Disabilities

Elevate your HR game at our event! Join Maven's Complimentary Learning Series on 'Best Practices for Managing Employee Disabilities' and earn 1 Hour of HRCI/SHRM credit. Unwind with Tacos & Margaritas, networking with peers. Don't miss this unique opportunity!

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