Call Us Call Us
Connect with us: Phone: (858) 384-5700 / info@SentryPacificFG.com / Visit Us!
It can be difficult to make financial decisions without access to information.
We’re committed to helping you make informed decisions about your financial future.
Home » Seminars

Sentry Pacific Seminars

At Sentry Pacific, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as income distribution planning, investment management, estate and tax planning, asset protection,  stewardship and charitable planning. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar and insurance sales presentation.

Our Calendar of Events

 

Workshop Registration
Fill out my online form.
Book An Appointment

Daniel Guillen and Sentry Pacific’s financial professionals have been using their experience to help friends and neighbors across the West Coast meet their financial goals through the use of insurance and investment products.

Book An Appointment Today
What We Do

With Sentry Pacific, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency.

Learn how we can help
Upcoming Events

We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

Calendar of events

Sentry Pacific Financial Group provides investment advisory services through Axxcess Wealth Management LLC. Sentry Pacific and Axxcess are not affiliated. Securities offered by Arete Wealth Management LLC. Member FINRA, SIPC, NFA. Axxcess Wealth Management LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent direct communication by Axxcess with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Axxcess Wealth Management LLC, please contact the Securities Exchange Commission or the state securities law administrators for those states in which we maintain a notice filing. Axxcess Wealth Management’s current written disclosure statement, discussing business operations, services and fees, is available from them upon request. It is mailed to prospective clients who request information regarding the services and fees at Axxcess Wealth Management LLC.

Axxcess Wealth Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for the purposes of convenience only and all users thereof should be guided accordingly. The information contained herein has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Axxcess Wealth Management LLC (“Axxcess”) reserves the right at any time and without notice to modify, amend or cease publication of the information on this site. Everything on this site has been prepared solely for informative purposes. Axxcess may also make improvements and/or changes to its services and/or the programs described at any time without notice.

News feeds, market quotes and other links on this website are provided by independent third parties and are not guaranteed to be accurate, complete or timely. Neither Axxcess nor independent third-party providers shall have any liability, contingent or otherwise, for the accuracy, completeness, timeliness or correct sequencing of the information, or for any decision made or action taken by you in reliance upon the information. The news, market quotes and links provided are shown for your convenience only. Linked sites are independent and are not owned or operated by Axxcess. Axxcess does not guarantee the timeliness, accuracy, completeness or adequacy of any information posted on the linked sites. Axxcess does not necessarily agree with any opinion, outlook or forecast stated on any linked site. Axxcess reserves the right to terminate, modify or change the links, news sources and market quote sources at any time without notice.
If there is performance data contained on this website, it only represents past performance, and the investment return and principal value of an investment will fluctuate over time and may be worth more or less than their original cost. Any historical performance quoted should not be viewed as representative of future performance.

Important disclosures regarding the Axxcess business are provided in Form ADV Part 2A. This document provides information about the firm in general, the services they offer, the fees they charge and other significant details. Our disclosure document is updated promptly when there are material changes in the Axxcess business or business practices, and periodically to capture routine changes. Axxcess is happy to send a full copy of our most recent document for you, upon your request. Please let Axxcess know if you have any questions or you would like to receive their form ADV by emailing admin@axxcesswealth.com. You may also find our form ADV at www.sec.gov.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product made reference to directly or indirectly on this website, would be suitable for your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from Axxcess Wealth Management LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.
For more information about any investment programs, including individual investment policies, charges and expenses, ask your financial advisor for a free prospectus, or, if accredited, the Private Placement Memorandum. Please read any such prospectus carefully before you invest or send money. There can be no assurance that the objectives of any investment program in will be achieved.

Securities offered by Arete Wealth Management LLC, member FINRA, SIPC. Advisory services offered by Axxcess Wealth Management LLC.