Workshops and Events

 Alternative Investments 

Thursday, March 17th

Life Insurance

Tuesday, April 26th

Tax Planning

Tuesday, May 24th

Account View 

June: TBD

To request a formal invitation to one of the events above, please email Dana at dpecenka@iwmpartners.com  
or by calling us at (714) 962-8000.

Seminar Registration

First Name

Last Name

Address 1

Address 2

City

State Zip

Work Phone

Home Phone

Fax

Email

Will you be bringing a guest?

Yes No

Guest Name

Choose Event

 Alternative Investment - March 17th

 Life Insurance - April 26th                              

 Tax Planning - May 24th