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    Investment Management Group Workshops

    Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

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    Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. Investment Management Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Investment Management Group or this representative. 8771 Perimeter Park Ct. #103 Jacksonville, FL 32216.

    The 10 Things to Know About Planning Your Retirement Income Report 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.