IMS Client Events

IMS Client Events

Life is not just about doing the necessary adult stuff like financial planning, but about enjoying the good things that all the adult stuff brings!

We definitely enjoy sharing good times with our friends, and we hope to see you soon at one our very fun (and sometimes also useful!) events.

Friends enjoying libations together.

Help us plan our next event!

What should we choose for our next Client Event? We’d love to hear from you!

Please pick your favorites:

IMS Client Events

(NOTE: Covid-19 forced us and everyone else to stop holding in-person client events, but now that the pandemic is winding down from its critical status, we’re planning fun things going forward)

Live webinar: HANDS-ONLY CPR
Date: March 18th 2021
Duration: 30 minutes plus Q&A
Location: Online

Hands-only CPR: How to safely render aid in the age of Covid-19.

Learn two simple steps to save a life! Join us for a relaxed yet super informative private webinar and learn how to use Hands-Only CPR in an emergency.

Hosted by renowned trainer Katryna Anderson of Safety Training Pros, northern California’s premier safety training experts, you will learn a simple yet powerful technique to help gain precious time for a person experiencing a cardiac event while keeping yourself safe from possible Covid-19 transmission.

Katryna has been “making heroes” right here in Sacramento for decades, and will walk you through the whys and hows of the Hands-Only CPR technique then take all your questions in a lively closing Q&A session.

You can join from the comfort of your own home via the same secure business video platform we use for all our client meetings (a recording will be made available after the event). See you there, hero!


Private Wine & Food Pairing Experience and Cave Tour
Date: Saturday, November 8th, 2020 TBD (cancelled due to covid restrictions)
Duration: 1:30PM to 6:30PM (includes drive time, transportation provided)
Location: Helwig Winery, Plymouth CA

As you can probably tell, we love this place! With its modern elegance vibe, delicious vintages and spectacular views, Helwig’s is one of our favorite places to relax with our friends.

Take your wine country experience to the next level! Join us for this unique Helwig Winery offering. We will meet at the Soesbe Financial offices in Sacramento, then take a private van to the winery in Plymouth, CA.  We will be led through Helwig’s 5,000 sq. ft. wine cave by one of their knowledgeable Wine Educators while sipping on their delicious award-winning wines.

Helwig has developed an exclusive, seated wine and food pairing for us, hosted in this unique wine cave. These small bites are artfully designed to elegantly pair with Helwig wines. A Tasting Room Host will guide us through a sample of five original wine and food pairings while discussing the relative components of each which create epicurean harmony! This unique atmosphere, combined with the phenomenal pairings, make for an unforgettable winery experience.

Let’s hang out together at one of our area’s best-kept secrets!

Sunset Wine, Dinner and Concert: Helwig Winery Sunset Concert Series
Date: Saturday, August 22, 2020 TBD (cancelled due to covid restrictions)
Duration: 4:30PM to 10:30PM (includes drive time, transportation provided)
Location: Helwig Winery, Plymouth CA

Helwig Winery Concert Series presents “Rock Your Yacht”

Join us at our local favorite, Helwig Winery, for a fun relaxed evening of good wine, good food, good friends and good music! Helwig offers not just world-class Amador wines, but breathtaking views of the Amador County foothills with their spectacular sunsets.

We will meet at the Soesbe Financial offices in Sacramento, then take a private van to the winery in Plymouth, CA. We will enjoy a private wine tasting session, a delicious BBQ dinner, and finish off the evening with an excellent outdoor concert at the lovely and intimate Helwig ampitheatre.