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Conversations About Planning for DOMA and Prop 8

Join us this month where in addition to financial, estate & trust, and tax planning, we will discuss DOMA & Prop 8:

What we know and what we don’t yet know, planning issues to consider in the coming months and implications for doing nothing.

Join

Sasha Meshkov, CFP®, CRPC®, CRPS®

Senior Financial Advisor

Integrated Wealth Management

Valerie A. Powers Smith, Esq.

Of Counsel

Slovak Baron Empey Murphy & Pinkney, LLP

Brian L. Wachs, CPA

Certified Public Accountant

Brian L. Wachs, CPA

Monday, September 9, 2013

12:00-1:00pm

Integrated Wealth Management

74245 Highway 111, Suite 201

Palm Desert, CA 92260

or

5:30-6:30pm

Integrated Wealth Management

787 North Palm Canyon Drive

Palm Springs, CA 92262

Seating is Limited.  RSVP Required.

Please RSVP to Calista Vassios at

Calista@IWMgmt.com or (760) 834.7206

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