Meeting/Event Information

Fundamentals of Wealth Management

You are invited to a Zoom webinar.

  • Title – Fundamentals of Wealth Management
  • When: Mar 24, 2021 12:00 PM Central Time (US and Canada)
  • Register in advance for this webinar: https://zoom.us/webinar/register/WN_Ohrn07J0RcKBfeqxeVUoYw
    • After registering, members will receive a confirmation email containing information about joining the webinar.

Speakers: 

Jonathan Vera, CFP®

Financial Advisor

Jonathan Vera joined IMG Financial Group Inc. in 2011 after graduating with a Finance degree from Texas State University. Jonathan is dedicated to helping ensure that individuals, their families, and businesses can stay focused on the things that matter most in their lives. Jonathan can help you understand your current financial situation and give you a financial road map through wealth accumulation and management, estate planning, mitigating risk, and giving.

 

Daniel Feiler

Financial Advisor

Daniel Feiler joined IMG Financial Group, Inc. in 2016. He graduated with a Bachelor’s degree in International Trade and Finance from Louisiana State University. Daniel has always had a passion for teaching and enjoys educating individuals on the most efficient ways to achieve their life goals. His main objective as an advisor is to provide individuals and businesses with wealth management strategies and solution tailored to fit their particular goals and needs.

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