• Request a complementary meeting today with Jeff to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Call Us Call Us

    It can be difficult to make financial decisions without access to information.

    We’re committed to helping you make informed decisions about your financial future.

    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 WINNING IN RETIREMENT ”

    (Reservations Only: Space is limited)
    RSVP now by calling (734) 769-1719 or Register using the link to the right


    Ruth's Chris Steak House

    Tuesday, August 15th, 2017 at 6:30pm

    Thursday, August 17th, 2017 at 6:30pm


    Tuesday, August 22nd, 2017 at 6:30pm        


    *Reservations subject to qualification and only confirmed reservations will be admitted

    Due to overwhelming response and limited seating,

    we strongly suggest that you do not hesitate to RSVP!


    JOIN US AS WE DISCUSSES KEY FINANCIAL CONCERNS RETIREES FACE IN 2017

    What Are The Hidden Costs of Mutual Funds? -  Funds are not required to disclose trading costs other than commissions. Over time, these hidden fees could add up to thousands, even hundreds of thousands of dollars out of your pocket!

    How Do I Preserve My Assets? - It is important to protect and preserve your assets against market volatility. Is your risk level in line with your retirement goals?

    Will I Outlive My Money? -  Rising healthcare costs, taxes, and cost of living greatly impacts your retirement.  Retirees need to structure reliable consistent income they cannot outlive.

    Who Does My Advisor Represent? - Most people think that all Financial Advisors are the same. Knowing the differences between the types of advisors and whether your best interest is their top priority could have a huge impact on your retirement.

     

    Seminar Registration
    Fill out my online form.
    Someone from our team will contact you to confirm you registration. Your reservation is not finalized until you speak with someone from our office.
    We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

    CUSTOM FIT SOLUTIONS

    PERSONAL SERVICES

    comprehensive financial approach

    *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.

    Investment Advisory Services are provided through: Capital Asset Advisory Services, LLC, an SEC-Registered Investment Advisor.

    This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Imber Wealth at (734) 769-1719, or office@imberwealth.com.