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Starting the Financial New Year: Opportunities for Organizing & Cleanup to Set Yourself Up for Success in 2014 and Beyond

Monday, January 13, 2014 

5:30 – 6:30pm

Hors d’oeuvres will be served.

 

Integrated Wealth Management

787 North Palm Canyon Drive, Palm Springs

Sasha Meshkov, CFP®, CRPC®, CRPS®

Senior Financial Advisor

Integrated Wealth Management

 

Valerie A. Powers, Esq.

Of Counsel

Slovak Baron Empey Murphy & Pinkney, LLP 

Space is limited.  Please RSVP to Calista Vassios at 

(760) 834.7206 or Calista@IWMgmt.com

 

The information above is for informational purposes only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments.  Form ADV contains important information about the advisory services, fees, business, and background and the experience of advisory personnel at Integrated Wealth Management.  This form is publicly available and may be viewed at http://www.adviserinfo.sec.gov

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