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IAG Wealth Partners
IAG Wealth Partners
IAG Wealth Partners

Quarterly Power Break

Quarterly Power Break

Quarterly Power Break

Quarterly Power Break | IAG Wealth Partners

Quarterly Power Break

Tue, December 9 - Wed, December 10

Topic this Quarter: Tax Changes for 2025 and Beyond

Sessions:
In-person
Tuesday, December 9, 2025 from 7:30 – 8:30 AM
Wednesday, December 10, 2025 from 4 – 5 PM

Via Zoom
Wednesday, December 10, 2025 from 4 – 5 PM

Registration is greatly appreciated and can be done by calling (262) 446-8150 or through the form below.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment adviice offered through IAG Wealth Partners, LLC, a registered investment advisor and separate entity from LPL Financial.

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IAG Wealth Partners

Based in Waukesha, WI, IAG is an independent, full-service financial planning group established in 1985. IAG Wealth Partners guides their clients in making sound wealth management decisions throughout the stages of their lives.

Quick Links

Offices

Waukesha

N19W24200 Riverwood Dr, Ste 150
Waukesha, WI 53188

Phone: (262) 446-8150
Fax: (262) 446-8135

Janesville

1 Parker Plc, Ste 300
Janesville, WI 53545

Phone: (608) 743-0251
Fax: (608) 752-3993

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IAG Wealth Partners, LLC, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states:

AL, AZ, CA, CO, FL, IA, IL, IN, KY, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, SC, TN, TX, UT, VA, WA, WI

IAG Form ADV | IAG Form CRS | LPL Financial Form CRS

Great Midwest Bank (“Financial Institution”) provides referrals to financial professionals of IAG Wealth Partners, LLC (“IAG”) pursuant to an agreement that allows IAG to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of IAG for advisory services. Please click here for more detailed information.

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