Events

Coffee & Talk + Food Drive

Join Modern Wealth Collective, AREAA San Diego, and Jaunt Coffee Roasters on November 16, 2025, for our annual Coffee & Talk + Food Drive supporting the San Diego Food Bank. Enjoy networking, coffee, and community while giving back with non-perishable donations.

Think Rich Like the 1%: Female Founders’ Wealth Blueprint

Ready to take your business and wealth to the next level? 💡 Join Mahalene Dulay on Tuesday, August 27th at 6:00 PM EST for a powerful session designed for women entrepreneurs who want to think bigger, build smarter, and create lasting impact.

Everyday Equity: Everyday Ways to Make a Change with Mahalene Dulay

Mahalene will be speaking with Pooja Kothari, CEO and Founder of Boundless Awareness, on LinkedIn Live to talk about ways women of color and diverse communities can champion their wealth for meaningful impact for their communities, businesses and beyond

Building Wealth Like the 1%: Blueprint Essentials for Financial Freedom

One hour workshop that covers what the 1% do to build, protect and live their rich life: mindset and reframing of money habits, investing, optimizing wealth strategies and protecting what they've built for generations and impact to come.

Essential Wealth Strategies For Founders to Thrive in Business and Life

This course provides founders with essential wealth strategies to strengthen both their businesses and personal lives. It explores ways to reduce tax burdens, grow wealth, expand business operations sustainably, and safeguard against potential risks for long-term success.

How to Build Wealth through Real Estate Investing

Invest in your financial success by learning how to build wealth through real estate investing.  Join us as we dive into a 45-minute LIVE Q&A session via Zoom with real estate investors who are empowering other women of color to diversify their portfolio and build generational wealth. 

Smart Tax Savings Strategies for Realtors and Entreprenuers with San Diego Real Producers

Join a 45-min live Q&A for female+ founders to master your finances! Learn tax strategies, deductions, retirement options, & more. Get expert advice from seasoned pros to grow your business and wealth. Reserve your spot today and invest in your future!

Essential Wealth Strategies for Female+ Founders to Thrive in Business and Life

As a dynamic and innovative female founder of color, you've already conquered one of the biggest hurdles: building your business from idea to reality. Now it’s time to elevate your success to new heights with expert strategies that will inspire and educate you to optimize your finances, grow your impact and design a prosperous future.

Powerhouse Money Lounge: Smart Tax Strategies for Female Founders

Join this 45-minute virtual Q&A with expert tax professionals to learn key tax strategies, including deductions, retirement savings, and avoiding common mistakes. Designed for female+ founders ready to take control of their finances and grow their wealth.

Coffee & Talk Food Drive

Join Modern Wealth Collective, The Social/Movie Group and Jaunt Coffee Roasters for our annual in-person and virtual food drive in collaboration with the San Diego Food Bank. Bring a non-perishable food item to donate and help support those in need. Let’s network, share ideas, and have fun together—all for a great cause!

Client Q3 Market Review and Outlook

Join Kara Murphy where she will discuss what happened in markets in the 3rd quarter, provide an outlook for the 4th quarter, and briefly discuss proposed fiscal and economic policies outlined by each presidential candidate.

Essential Wealth Strategies for Successful Business Owners

Join founder and lead wealth advisor, Mahalene Dulay, of Modern Wealth Collective® in a webinar where we discuss how successful business owners build and protect their wealth to achieve the life they want and deserve.

Wealth Planning ABCs for XYZs: A Fireside Chat For This Generation - FREE VIRTUAL EVENT

Join us for a thought-provoking webinar where we delve into the unique financial challenges and opportunities that define the economic landscape for Gen-Xers, millennials, and zennials.

How to Maximize Your Retirement Benefits

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!

Talking Money With Your Honey

Pull up a chair, grab yourself and your partner, and let's get comfy with the uncomfy - money talk!

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!

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!

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!

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 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 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.

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!

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.

Earth Day 2021 Virtual Clean Up!

Join us on Saturday, April 24th for a virtual clean up in honor of Earth Day 2021!

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.

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!

VDM Wealth Portal Tutorial on Zoom!

Join Mahalene and Amanda on January 28, 2020 as we navigate you through your personal VDM Wealth Portal!

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

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

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.

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.

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.

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.

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!

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!

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!