Women & Their Money: Integrated Wealth Management Kicks Off Educational Series Focused on Women


Palm Springs, CA, Dec. 14, 2012 (GLOBE NEWSWIRE) -- Women and money, often the source of colorful jokes and stereotypes, will be the focus of a series of insightful financial literacy workshops hosted by Integrated Wealth Management, and aimed at empowering women to become financial masters of their universe.

Integrated Wealth Management Vice President and Senior Financial Advisor Reesa Manning, along with fellow Vice President and Associate Wealth Strategist, Michele Sarna, and Senior Financial Advisor, Sasha Meshkov, will lead the series of four seminars focusing on financial planning, the basics of investing, making money last, and leaving a legacy.

"Many women are the chief-breadwinners of their household. Our goal is to share not only the important knowledge and information, but also share the tools to ensure that women feel financially prepared for life's various events, including retirement." said Jim Casey, President and CEO of Integrated Wealth Management. "Reesa, Michele, and Sasha are the perfect women to lead these workshops. They understand the intricacies of balancing a career and family, while trying to be financially prepared."

The workshops kicked-off earlier this month with "What's Your Plan?", and "Investing 101". The next workshop is "Making the Money Last" on January 9th, and "Leaving a Legacy" on January 15th. All workshops are held at the Integrated Wealth Management office in Palm Desert, CA (74245 Hwy 111, Palm Desert, CA 92260). For more information contact: (760) 834-7200.

Reesa Manning's commitment to her career as a financial advisor is based on real-life understanding of the economic curveballs that life can throw, particularly to women. Formerly founder and president of the Southern California-based, 140-store franchise Penguin's Frozen Yogurt, Manning joined Integrated Wealth Management in August 2009 after a twelve-year career with UBS Financial Services, Inc. where she was Vice President-Investments and Retirement Planning Consultant. Currently a board member of Women Leaders Forum, Manning also served as president of the nonprofit, 2,000-member National Council of Jewish Women in Los Angeles and is past president of the Desert Cities Chapter of NAWBO (National Organization of Women Business Owners).

Michele T. Sarna, AWMA® joined Integrated Wealth Management in June 2010 with extensive experience in investment management and the brokerage industry. She holds a Bachelor of Science degree in business administration/finance from California State University, Long Beach and holds the Accredited Wealth Management Advisor™ designation. Michele is also a Notary Public. As an Associate Wealth Strategist, Michele's responsibilities include the development of Integrated Wealth Plans which help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit.

Sasha Meshkov, CFP®, CRPC®, CRPS® joined Integrated Wealth Management in September 2012. She began her career as a financial advisor in 1999 with Paine Webber, and later moved to Smith Barney. Meshkov has served as an officer for numerous non-profit organizations including the UC Santa Barbara Alumni Association, the Children's Discovery Museum of the Desert, the Coachella Valley Chapter of California Women for Agriculture, as a trustee of the UC Santa Barbara Foundation, and is presently a member of the UC Riverside Gift Planning Committee. As a Senior Financial Advisor at Integrated Wealth Management, Meshkov focuses on retirement planning and wealth preservation for small business owners and retirees.

"We look forward to sharing our financial knowledge with women," said Manning. "Our goal is to empower them to take charge of their financial future. The workshops will be inspiring and educational."

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.

CONTACT: Therese Everett-Kerley Cord Media therese@cordmedia.com / 760-834-8599

Source: Integrated Wealth Management