Events
Oh, hey there! Welcome to our Events Page! Because we're all about education and community, our goal is to build connections and empower you with important financial resources through both in-person and virtual events. Make sure to follow us on Social Media to stay connected and get the most up-to-date information on what's happening.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 9, 2023
1:00p - 2:00p
Palo Verde College
March 29, 2023
6:00p - 7:30p
Millennium PQ Apartments, Co-work Room
The Key To Wealth - FREE EVENT!
COVID, inflation and the continued gender wage gaps are among some of the factors women of color face as they are *still* disproportionately affected by issues of housing security. How do we change the narrative? Education and the right people to show you the “key” to financial health and building generational wealth. Join us!
February 22, 2023
6:30p - 7:30p
Online Anywhere!
Talking Money With Your Honey
Pull up a chair, grab yourself and your partner, and let's get comfy with the uncomfy - money talk!
January 25, 2023
6:30p - 7:30p
Virtually anywhere!
New Year, No Fear: Setting Goals For Your Best Year Ever
New Year, New You - let the Modern Wealth Collective team help you with your 2023 goals!
March 20, 2022
11:00a - 12:30p
Ski Beach Park
PUMP FOR PUPS Fundraiser Benefitting The Animal Pad!
Come get your sweat on with us as we host this all-levels workout fundraiser benefitting The Animal Pad!
September 29, 2021
6:30p - 7:30p
Virtually Anywhere via Zoom!
Sept 2021 Ladies' Lounge: Wealth Empower Hour - "Branding, Marketing & Motherhood Success Tips"
What do marketing, branding and motherhood have in common? Join us for our free September Zoom event to find out!
August 26, 2021
6:30p - 7:30p
Virtually Anywhere via Zoom!
Aug 2021 Ladies' Lounge: Wealth Empower Hour - "College vs Retirement: How to Save for Both Goals"
Join Mahalene Dulay as we talk about strategies to fund college for your kids!
July 28, 2021
6:30p - 7:30p
Virtually Anywhere via Zoom!
July 2021 Ladies' Lounge: Wealth Empower Hour - "Harnessing the Power of Wealth and Abundance"
Raise your glass as we talk about money through Reiki, energy work and the power of an abundance mindset. Cheers to wealth and wellness!
June 30, 2021
6:30p - 7:30p
Virtually Anywhere!
June 2021 Ladies' Lounge: Wealth Empower Hour - "Level-Up Your Money and Career"
Raise your glass as we talk about strategies for pay negotiations, closing the gender pay gap, and owning your worth! Join us and our panel of experts for a Zoom Happy Hour.
May 26, 2021
6:30p - 7:30p
Virtually Anywhere!
Ladies' Lounge Wealth Empower Hour 5/26/21 - The Key to Real Estate: Should I Buy or Sell Now?
Raise your glass as we talk all things real estate this month. Should I buy? Should I sell? What's the housing market outlook for 2021? Our panel of experts are ready to answer your questions!
April 28, 2021
3:00p - 4:00p
Virtually Anywhere!
Ladies' Lounge Wealth Empower Hour 4/28/21 - Ensuring Your Business Is Insured
Raise your glass as we welcome Felicia Jurado of Felicia Jurado Insurance Agency! She's bringing the fire to discuss business insurance protection for small businesses owners, regardless of whether you're on your own or have a team.
April 24, 2021
9:00a - 12:00p
Virtually Anywhere!
Earth Day 2021 Virtual Clean Up!
Join us on Saturday, April 24th for a virtual clean up in honor of Earth Day 2021!
March 31, 2021
3:00p - 3:45p
Zoom
Ladies' Lounge: Wealth Empower Hour 3/31/21
Vista Del Mar Wealth Management's founder, Mahalene Dulay, talks about the steps in creating a strong financial roadmap to build a life of prosperity and financial freedom.
February 21, 2021
12:00p - 2:00p
Ski Beach Park
Pump for Pups - All Levels Workout benefitting The Animal Pad SD!
Join Vista Del Mar Wealth Management and CrossFit Fortius as we raise money through an all levels, socially distanced workout for The Animal Pad San Diego!
January 28, 2021
6:30p - 7:30p
Zoom
VDM Wealth Portal Tutorial on Zoom!
Join Mahalene and Amanda on January 28, 2020 as we navigate you through your personal VDM Wealth Portal!
November 14, 2020
9:30a - 11:30a
Mira Mesa Senior Center Parking Lot
The Vista Del Mar Difference: Fall 2020 Food and Toiletries Drive!
VDM Wealth Management and Jenkins & Jenkins Attorneys at Law team up for a Food and Toiletries Drive to benefit the San Diego Food Bank and the San Diego Rescue Mission. Even COVID-19 won't stop us from (socially distancing) spreading the love for our community. #thevistadelmardifference
October 18, 2020
9:30a - 1:00p
Virtually Anywhere!
Greater San Diego ALS Walk - Join Vista Del Mar WM as We Walk for Batman!
Grab your walking shoes and your superhero capes as we team up with our VDM Wealth family members/clients to participate in a socially-distanced ALS Greater San Diego Chapter's Walk to Defeat ALS. Check out the link for more details. #thevistadelmardifference
May 27, 2020
3:00p - 4:00p
Zoom from Your Computer or Phone
In the Know: CalSTRS, CalPERS and Social Security 101
In this exclusive webinar for public school employees, we dive into the basics of the CalSTRS and CalPERS pensions. Also learn about the impact Social Security may have on your pension income.
April 30, 2020
1:00p - 2:00p
The Comfort of Your Home!
The Importance of Having a Long-Term Care Plan
Even before the current market decline, there's one financial planning challenge that extends far beyond your income and assets: longevity. We're excited to team up with our partner, Ash Brokerage, for an informational webinar on the importance of a long-term care plan.
April 22, 2020
4:00p - 5:00p
VDM Happy Hour Series via Zoom
VDM Happy Hour Series presents "CARES Act: Homeowners Edition"
Attention Homeowners! We're excited to team up with Nick Harris, CEO and Mortgage Broker from Lend 18 Corp to give homeowners the scoop on the CARES Act.
April 16, 2020
4:00p - 5:00p
VDM Happy Hour Series via Zoom
VDM Happy Hour Series presents "CARES Act: Small Business Edition"
Join us for a VDM Happy Hour Series event on the CARES Act and economic relief for small businesses. We're teaming up with Ebrada Financial Group to support our small business community during this difficult time. Let us guide you through the process and get through the adversity together.
April 14, 2020
4:00p - 5:00p
VDM Happy Hour Series via Zoom
VDM Happy Hour Series presents "In the Know: CARES Act 2020"
We're excited to host our first VDM Happy Hour Series event! Learn the about the provisions of the CARES Act. We're spreading the word (with proper Social Distancing of course) about how the Act impacts YOU. Cheers!
March 12, 2020
5:30p - 7:00p
Mostra Coffee
ADULTING 101: An Insider's Guide to Financial Literarcy & Homebuying
Join us for an exclusive FREE event of food, Mostra Coffee and Beer while learning everything you need to know about getting ready to buy a home. Seats are limited; RSVP today!
March 5, 2020
5:30p - 7:30p
PrimeLending Office
What Happens Next?: Planning for the "When" not the "What If"
Our educational workshop will cover general information about the importance of a strong wealth protection plan through estate planning and life insurance. How confident are you that your family will have the financial stability they need if you died unexpectedly? Seats are limited; register today!