Join us for an online workshop that goes beyond the basics of retirement planning. Discover how to align your financial strategies with your personal goals and values for a truly fulfilling future.

Attendees will receive an email with pre-planning materials to help you get the most out of this event. Following the event, attendees will receive a sign copy of Brad Connors’ book “Fish Don’t Clap: Planning for a Purposeful Retirement” along with the Fish Don’t Clap workbook. Attendees will also receive a complimentary retirement planning session with an iWealth Advisor.

Please join us for an informative and delicious event. Come learn from our iWealth Financial Advisors, led by our CEO, Brad Connors, to review what happened in 2024, as well as potential factors that will effect the performance of the 2025 Markets. In addition to learning about key influences on the year ahead, attendees will be treated to lunch from Lush Bakery.

RSVP’s are required to attend in person. If you can’t attend in person, but would like to join us virtually, please also RSVP and indicate if you would prefer to watch virtually so we can send you the link.

We are excited to partner with Mankato Community Ed to offer our retirement workshop that goes beyond the basics of retirement planning. Discover how to align your financial strategies with your personal goals and values for a truly fulfilling future.

Attendees will receive an email with pre-planning materials to help you get the most out of this event. At the event, attendees will receive a sign copy of Brad Connors’ book “Fish Don’t Clap: Planning for a Purposeful Retirement” along with the Fish Don’t Clap workbook. Attendees will also receive a complimentary retirement planning session with an iWealth Advisor. Please note, a minimum of six attendees are required to hold this workshop.

Join us for our annual iShred event at our iWealth Waseca office on Friday, May 9th. Once again this year, iWealth will be providing lunch from Blake’s BETtor food truck. Please RSVP and bring all your items to shred. We look forward to having you join us for a fun day!

Your iShred FAQ’s Answered

What can I bring?
Any paper documents. For example: financial statements, bank records, canceled checks, credit card statements, medical records, legal documents, payroll information, social security numbers, investment data, address book, addressed mail, etc. Staples, paper clips and rubber bands do not need to be removed. However, please be sure to remove 3-ring binders, large binder clips, plastics, or metals.

What should I bring my material in?
Preferably a paper grocery bag as they are recycling friendly. However, any box or bag will do just fine. The material will be transferred into our secure shred bin for destruction. You are able to keep your bin or bags once the shredding is complete.

What happens to the paper once it’s shredded?
The shredded paper is processed for recycling and the vast majority is re-pulped into standard household products such as bathroom tissue, Kleenex and paper towels.

Please join us for our annual Summer Picnic held at the Northeast Park Pavilion in Waseca office on Tuesday, August 5th. Infinity Catering will once again be providing delicious dinner. Mark your calendars and note that this year the event switched to the first Tuesday of August. Please RSVP and join us for a great evening celebrating our iWealth client families. We look forward to seeing you!

Join iWealth in our annual Holiday Food Drive and help make the season brighter for those in need. We are very excited to continue our tradition of giving back to the community and supporting the Waseca Area Neighborhood Service Center.

All donations will be used to fund the Holiday Food Baskets, distributed by the Waseca Area Neighborhood Service Center. The iWealth Foundation will be donating $3,000 again this year. Due to your continued generosity in giving, together we were able to cover 100% of the cost of the Holiday Food Basket Program in 2024! Due to your continued support, we were also able to help WANSC offer food backpacks to students all school year long.