Integrated Wealth Management to Host Educational Summit on October 24 in Palm Springs


Palm Springs, CA, Oct. 16, 2012 (GLOBE NEWSWIRE) -- Integrated Wealth Management and Xponential Growth Solutions are hosting the 2012 Coachella Valley 401(k) Educational Summit on Wednesday, October 24th at Spencer's Restaurant in Palm Springs from 11am - 2pm.

Jim Casey, President and CEO of Integrated Wealth Management, will lead an impressive list of panelists at the Educational Summit, which is one of the last stops on 2012's Retirement Plan Roadshow. The Roadshow is a series of national educational summits dedicated to local 401(k) and 403(b) retirement plan sponsors, trustees, and fiduciaries. The agenda includes discussion on the fee disclosure changes, plan and fee benchmarking best practices, preparing for DOL & IRS Audits, and overcoming irrational participant behavior.

The summit's speakers include David Donaldson, Former Senior Department of Labor Investigator and President of ERISA Smart, and Kathryn Hudspeth, Vice President of One America. Also featured on the panel areVince Whittaker, Founder and Partner of Mueller Olivier & Whittaker; Pedro Rincon, CPA, CVA®, Partner of Osborne Rincon Certified Public Accountants; Patricia Childress, Human Resources for The Living Desert.

"We look forward to engaging plan sponsors who have such a major impact on the retirement of local participants" said Jim. "The event is going to be inspiring and full of diverse perspective."

The 2012 Coachella Valley 401(k) Educational Summit is approved for three hours of CPE/CPA credit and 2.5 hours of HRCI/SPHR/PHR/GPHR general credits.

Registration is $150; however the fee will be waived for the first 15 registrants. For more information or to RSVP contact Jon Frey: or (619) 795-3920.

About Integrated Wealth Management:

Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws. A strong commitment to integrity, transparency and giving back to the community are cornerstones of their philosophy. Integrated Wealth Management Financial Advisors have received the Five Star Wealth Manager Award from Five Star Professional and Palm Springs Life Magazine for multiple years. Financial Advisor Magazine included the firm in its Top Registered Investment Advisors 2010 ranking.

The full-service firm provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. They have offices in Marina Del Rey, Palm Springs and Palm Desert. For more information: www.IWMgmt.comor 866-888-6563 x. 113.

About Xponential Growth Solutions:
Xponential Growth Solutions provides matchmaking services for the retirement plan industry partnering with forward thinking plan sponsors, industry leading advisors and service providers. XGS training and educational summit opportunities present a forum to empower sponsors to help America reach their retirement goals one retirement plan at a time. They are located in San Diego. For more information: or 619-795-3920.

CONTACT: Lisa S. Herman Cord Media 760-409-3086

Source: Integrated Wealth Management