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
