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    Publications

    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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