iWealth Events

Join us in learning about wealth management and serving our community

Upcoming Events

iWealth State of the Markets

Thursday, February 19th, 12pm-1pm

Join us for a dynamic, data‑driven review of 2025’s market performance and an insightful look ahead to what 2026 may bring. Together, we’ll break down year‑end results, explore key economic indicators, and highlight the headwinds and tailwinds shaping today’s financial landscape. Our team will also share targeted forecasts to help you navigate the year ahead with clarity and confidence. Don’t miss this opportunity to gain valuable perspective and educational insights as we embark on the year ahead.

  • RSVPs due by Thursday, Feb. 12th – Please select whether you will attend in person or online
  • Southern Research & Outreach Center, 35838 120th St., Waseca, MN
  • Lunch and refreshments provided

  • Please call (507) 835-9111 or email info@iwealth4me.com for questions.

REGISTER FOR EVENT

iWealth iShred

Friday, May 8th, 11am – 1pm

Join us for iShred 2026—a convenient and complimentary shredding event for our iWealth clients and community. Join us at the iWealth office on Friday, May 8th from 11:00 am to 1:00 pm at 213 15th Ave NE in Waseca, and bring the documents you’d like to have professionally shredded on‑site. If you plan to bring a large volume of materials, please give us a quick call so we can be prepared.

  • RSVPs are due by Thursday, May 7th
  • iWealth, 213 15th Ave NE, Waseca, MN
  • Lunch provided by Blake’s BETtor Food Truck

  • Please call (507) 835-9111 or email info@iwealth4me.com for questions, especially about shredding large quantities.

REGISTER FOR EVENT

iWealth Summer Picnic

Thursday, August 6th, 5:30-7:00pm

Join us for the 2026 iWealth Summer Picnic—an evening of great food, fun activities, and friendly faces as we celebrate the season together. Bring your family, enjoy the sunshine, and connect with our wonderful iWealth community on Thursday, August 6th from 5:30 to 7:00 pm.

REGISTER FOR EVENT

iWealth Holiday Food Baskets & Backpacks

October 26-November 15 | Benefitting WANSC

Join iWealth for our 2026 Holiday Food Baskets and Backpacks campaign as we come together once again to make the season brighter for families in our community. We’re grateful to continue this meaningful tradition of supporting the Waseca Area Neighborhood Service Center and caring for our neighbors during the holidays.

All donations will help fund the Holiday Food Baskets and Backpacks program, distributed by the Waseca Area Neighborhood Service Center. The iWealth Foundation is proud to contribute $3,000 again this year. Thanks to your incredible generosity, we were able to cover 100% of the Holiday Food Basket Program costs in 2025—a remarkable accomplishment made possible by you. Your continued support also helped WANSC provide food backpacks to students throughout the entire school year.

Together, we can make a lasting difference for local families this holiday season

  • Donation requests will be received in October

  • Please send in donations by November 15th

  • Please call (507) 835-9111 or email info@iwealth4me.comfor questions about the Holiday Food Baskets and Backpacks program.

SIGN UP TO RECEIVE INFORMATION THIS FALL