At Iron Plan Solutions, we hold many types of events in our ongoing efforts to provide one-on-one education as well as group workshops and online webinars for the larger community about financial and retirement concepts. You deserve straight talk and information about your money, and we’re here to help! Sign up for an event today.
Iron Plan Events
Workshops & Webinars
Charity & Celebrity Events
Holiday & Client Events
DATE:
TBD
TIME:
TBD
Spring Client Appreciation Shrimp Boil
By invitation only to our clients. We will host an afternoon of great food, beverages and fun and games to celebrate our clients.
Location
Pensacola, Florida
DATE:
Dec. 4, 2024
TIME:
4:30 to 7PM
Business After Hours Event
This Business Happy Hour’s Event is always the first Wednesday in December from 4:30 pm to 7 pm at Pensacola’s own Apple Annie’s in downtown’s Seville Quarter.
Location
Apple Annie’s Seville Quarter
Pensacola, Florida
Previous Events
For the last seven years, IPS has hosted Seville’s December Business After Hour’s Event. This annual party is a great way to network, and come together to kick off the Christmas season. These pictures were taken at our 2023 December gathering, which proved to be the biggest and best party to date, having over 200 guests. IPS provided entertainment from Cristi Dee’s Bad JuJu, a complementary photo booth, and gave out over 75 door prizes. Guests also received a complimentary buffet featuring hor’dourves, as well as an optional bar drink or soda.
Our Philosophy
At Iron Plan Solutions, our mission is to make sure you never lose money—and we mean never. In fact, that’s the meaning behind our name, Iron Plan Solutions. We are committed to protecting the assets you have worked so hard for your entire life, and helping you safely use those assets to fund your retirement however that looks for you. Protection is our philosophy and it drives our strategy for each client.
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Our Services
If you wonder what “making work optional” entails, it involves comprehensive financial retirement planning for each client who works with them. Each client gets personal advice and a customized financial retirement plan tailored specifically for their unique needs and goals. A financial retirement plan could include strategies like life insurance, 401(k) rollovers, consolidation of IRAs, estate planning, retirement income planning, business planning, succession planning and much more. We have multiple solutions, services and strategies which we may utilize as part of your customized plan.
- Business Planning Services
- Asset Leveraging
- 401(k) Rollovers
- IRA Consolidation
- Retirement Planning
- Wealth Management
- Legacy and Estate Planning
- Social Security Planning
- Medicare Plans
- Supplemental and Alternative Health Plans
- Deferred Compensation
- Buy Out and Exit Planning
- Succession Planning
Iron Plan Radio Show
Our Iron Plan radio show, hosted by Mal Mason and Chae Kyle, helps provide iron-clad answers to your most pressing financial questions. Listen live on Saturdays from 9am to 10am and Sundays from 11am to noon on AM 1070 & 103.3 FM The Answer in Houston, or listen on demand anytime right here!
Are you ready to fortify your financial plan?
Strike while the Iron is Hot!
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