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October 31st, 2019 Email

Dear Friends,

We hope you’ve had a great week! Here’s what's going on in our world: We posted an article on our blog as well as this past week titled Financial Planning: The Thing You Do Before You Buy Stocks.

This may be the most important post we've written, and encourage everyone to read it. You can read it at the link above or on our BLOG.


We are looking forward to ANOTHER event THIS SATURDAY in San Diego's Mission Valley. We will be at the Barnes & Noble in the Hazard Center shopping center from 2-4.

It's "two authors for the price of one" on Saturday - as we will be sharing the event with our good friend Dave Baldwin, author of The Balancing Act.

The event will also serve as another "Bookfair Fundraiser" - this time raising funds for Junior Achievement of San Diego.

No matter where you are located, you can participate. 5-10% of **almost anything  you purchase on using the code 12568671 on 11/2/19 will go to Junior Achievement.

JA’s programs teach kids financial literacy, workforce readiness and entrepreneurship education; all concepts that are reinforced through JA’s volunteer mentors who lead students through JA Classroom, Job Shadow and Finance Park programs.

We'll be in Fullerton CA Sunday 11/10 from 2-4, and are quickly booking dates in 2020 too!

 You can see details of all our upcoming events by clicking here

Saturday 11/2 | 2 – 4 PM | San Diego – Mission Valley Barnes & Noble Sunday 11/10 | 2 – 4 PM | Fullerton Barnes & Noble Saturday 1/11 | 1 – 3 PM | San Diego UTC-La Jolla Barnes & Noble

J. J. was a recent guest speaker for the Cal State University San Marcos Finance Society's weekly lunch. He stuck around and spoke to Professor Dimitris Magemeneas's Finance 331 Class.

He also spoke to the volunteer women of The Assistance League of Capistrano Valley for their monthly luncheon.

If you know of an organization that would benefit from hearing from J. J., let us know.

Thanks for reading! Have a great week!

With gratitude,

Jodie and JJ

J. J. Wenrich CFP 949.547.4313 (mobile)


Jodie Wenrich - Marketing Coordinator 913.687.6978 (mobile) 

Social media links: Instagram | Facebook | Twitter | Linked-In | YouTube | Pinterest | Medium Buy the book or leave a review: Amazon | Barnes & Noble



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