Events
Integrity Wealth Management strives to host numerous educational, philanthropic and client appreciation events each year for its clients. We are pleased to have hosted the following events over the past year and look forward to a myriad of new events in the future.
- Investment Symposiums
- Identity Theft Prevention Educational Event
- Social Security System Educational Event
- Free Shred Day Services
- Wine Pairing Dinner
- Annual Economic Summit
- Reception Dinner and Cooking Demonstration for New Clients
- Exclusive Social and Education events for The Women of Integrity
- School Supply Drive
- Thanksgiving Volunteer Day
- Annual Holiday Open House
If you have an idea for an event or would like to be included on our invitation list, please email us at events@IntegrityIWM.com.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 14, 2024
11:30a - 1:00p
Antonello Ristorante
FREE Lunch & Learn Series: Private Briefing with J.P. Morgan's Guide to the Markets
FREE Lunch & Learn Series: Private Briefing with J.P. Morgan's Guide to the Markets | Integrity Wealth Management Come join us for a delicious lunch and an informative session at Antonello Ristorante! This Lunch & Learn Series presentation can provide 1hr CE credit. RSVP for this Lunch & Learn Event Today! Call 949-955-1188 or email events@integrityiwm.com
July 17, 2024
11:30a - 1:00p
Antonello Ristorante
FREE Lunch & Learn Series: Tax Strategies to Address Capital Gains
FREE Lunch & Learn Series: Tax Strategies to Address Capital Gains | Integrity Wealth Management Come join us for a delicious lunch and an informative session at Antonello Ristorante! This Lunch & Learn Series presentation can provide 1hr CFP, CPA and CIMA CE credit. RSVP for this Lunch & Learn Event Today! Call 949-955-1188 or email events@integrityiwm.com
June 6, 2024
11:30a - 1:00p
Antonello Ristorante
Free Lunch & Learn Series | June 6 | Auditors at the Gate
FREE Lunch & Learn Series: Auditors at the Gate | Integrity Wealth Management Come join us for a delicious lunch and an informative session at Antonello Ristorante! This Lunch & Learn Series presentation can provide 1hr CPE credit for CPAs. RSVP for this Lunch & Learn Event Today! Call 949-955-1188 or email events@integrityiwm.com