Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

October 24
Taxes in Retirement
11:00 am | Hilton Garden Inn
October 28
Taxes in Retirement
11:00 am | Hilton Garden Inn
October 29
Taxes in Retirement
11:00 am | Yuma County Library
October 29
Taxes in Retirement
6:30 pm | Yuma County Library
November 5
Taxes in Retirement
11:00 am | Rio Vista Rec Center
November 6
Taxes in Retirement
11:00 am | Rio Vista Rec Center
November 12
IWMGT Shred-A-Thon
10:00 am | Independent Wealth Management & Insurance

Rather meet One-on-one?

Schedule a meeting with one of our team members to create your financial strategy today.

Or give us a call at 866.825.2425

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