Tools for LWS Members

Member Events

Attend one of our upcoming member events! Sign up below for more information; we’ll contact you to confirm your reservation .

Member Empowerment. Our Member Empowerment Workshop will give members a chance to meet one another while getting a refresher course on all things Loomis Wealth! There will also be important updates on the AdvantagePlan program, including estate planning. Member Empowerment is scheduled in the Spring for our California members and in the Fall for Illinois.

Family Leadership. The Family Leadership Experience is a Balanced Living event event hosted by Loomis Wealth Solutions. All of our active members are invited—single, married, parents—everyone is welcome! This event will provide guidance for identifying and applying your vision for all areas of your life. It will also include important Loomis Wealth Solutions updates. You won’t want to miss it!

Vision Boards

Create a Vision Board for your family! First, choose the design you would like for your Vision Board. Next, choose from images in the document below or use your own and fill out the order form.

Please fax your order form to your Balanced Living Coach.

View Image Book (PDF) and Order Forms (PDF)

Member Dinners

Members, join us for a relaxing dinner while your friends and family learn how the AdvantagePlan can create True Wealth for their families! Sign up below!

Locations will be based on member response. Members may contact their Member Services Coordinator to set up a dinner.

Sign Up

Items with an asterisk (*) are required.


*First Name:	A value is required.
*Last Name:	A value is required.
*Address::	A value is required.
Suite, Apt., Etc:
*City:	A value is required.
*State:	A value is required.
*Zip code:	A value is required.Invalid format.
*Phone:	A value is required.
Fax:
*E-mail:	A value is required.Invalid format.
*Event Date & Type (click to select):	Please select an item.
*Number of Seats Requested:	A value is required.Invalid format.

If you have any questions about an upcoming event, please give us a call at toll free 1-877-624-3560.

Newsletter Archives

Click to view a Loomis Wealth Solutions newsletter in Acrobat PDF format. Due to the dynamic nature of our business, we only keep the most recent issues available online.

Member Web Portal

Click here to access the member web portal.