EVENTS
Client Appreciation
Financial and retirement planning can be fun! Or, at least we make it that way for our clients. Ball games. Special events. Overseas excursions to swim with the dolphins on the Isla De Mujeres. Thank you for allowing us to help you and your family.
Lunch & Learn
Twice a month, Lunch & Learn sessions allow you to explore financial topics while networking with your peers. These small group lunches can also be held for employees at your business or even as dinners for extended family and friends. Meet us before meeting with us at a Lunch & Learn.
Workshops
Monthly Workshops are held throughout the year - in the evenings - to make it possible for you and your spouse or partner to learn and work together on financial planning topics. These gatherings for 25 people lasting between 1 - 2 hours are interesting and fun.
Conferences
Yearly Conferences are held and attended by IvyWest advisors. These can give you a chance to discover what insiders say about their own industries - details that almost none of your family, friends and co-workers know. You will be able to help them and yourself.
Webinars
Weekly webinars allow you to get the inside scoop on financial planning topics from experts from the comfort or your own home or office. These give you an easy place to test our expertise before meeting with us.
Charity Events
Throughout the year, IvyWest Financial supports charities and nonprofit organizations in our communities. Please contact us to nominate an organization that needs financial support, operational or marketing advice, or additional expertise on it's Board of Directors.
Seminars
Quarterly Seminars tackles big topics like stock marketing investing and group medical plan savings for business owners. Seminars are usually half-day or full-day events that often provide Continuing Education credit for professionals.
Attend an Event
Call (800) 254-4719
WHO WE ARE MAKES A DIFFERENCE
As an Certified Public Accountant (CPA) for over 25 years, I've analyzed the tax returns and financial statements of thousands of families and businesses. Most people are not aware of the unexpected taxes, hidden fees, and costly contract loopholes in their financial policies and retirement strategies. For me, IvyWest Financial is about helping you protect the money you've worked so hard to earn. I'm the chief number cruncher and have been personally invested in a lot of sectors from start-ups to real estate to the stock market. Contact me anytime.
My Dad always challenged me, "Don't tell me what you believe. Show me what you do and I'll tell you what you believe," so after graduating from Yale I worked for the next 22 years helping educational nonprofits and business owners earn more money, more easily by serving their customers better. Along the way I became a consumer advocate and educator. IvyWest Financial is the culmination of that work into a financial planning process designed to help you, your family, and your friends live wealthier, healthier, happier lives.
