Educational Events

Educational Events

Workshops:

At Imber Wealth Advisors, we hold informational workshops for our clients and the greater community that feature information on specific topics regarding your financial future. Sit back and relax, nothing will be sold at this 100% educational event. Come hear NEW strategies that are designed to help protect, profit, and prosper during ANY economy. Our strategies are highly effective for those with investable assets of $200,000+. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a workshop. 

Keys to a successful retirement- Dinner Workshop

Keys to a successful retirement- Dinner Workshop

How the New Tax Laws could impact you, your family, and your legacy for years to come

How rising interest rates will impact your retirement and the actions you need to take now to avoid losses and capture opportunities

How to protect yourself against future drops in the market without completeely sacrificing the chance to grow your money now

How to preserve capital, diversify your portfolio and reallocate your assets as your life needs and family circumstances change

RSVP now by calling (734) 769-1719 or

Register Online!

Retirement 360 University

Retirement 360 University

Topics Include: Retirement Income Planning, How long will my money last?, Investments, Retirement Income Sources, Health Care Planning, Estate Planning

Register Online!

Lunch and Learn Events

Lunch and Learn Events

Managing Your Wealth in the New Economy is no easy task.

Let's have lunch, and we'll discuss retirement planning, tax changes and social security.

Register Online!

Seminar Registration

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Imber Financial Group, LLC. and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. 

Fee based financial planning and investment advisory services are offered by Imber Financial Group, LLC, A Registered Investment Advisory Firm and Capital Asset Advisory Services, LLC, and SEC-Registered Investment Advisor (Registration does not imply a certain level of skill or training). Insurance products and services are offered through Imber Wealth Advisors, Inc.. Imber Financial Group, LLC. and Imber Wealth Advisors, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Michigan or where otherwise legally permitted.

Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The ‘Your Retirement Income Planning Checklist’ is provided for informational purposes only.  It is not intended to provide tax or legal advice.  By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future. 

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.