Upcoming Events

  • NOTE CHANGE OF TIME and DATE Flexible Techniques for Clients REGARDLESS of Tax Reform This session will focus on proven strategies for business owners and executives regardless of tax reform. Attend and walk into 2022 knowing you have the latest … Continue reading
    Date and Time:December 8 @ 11:00 am Speaker:Andrew J. Rinn, JD, CFP, CLU, ChFC Location:via Zoom connection
  • WEDNESDAY, JANUARY 19, 2022 12:00 AM – 1:30 PM Location: Des Moines Golf & Country Club Topic: Executive Bonus Plans – The Basics and More Speaker: Randy Zipse, JD, AEP Approved for Iowa Insurance and CFP CEU credit Lunch sponsored … Continue reading
    Date and Time:January 19, 2022 @ 11:30 am Speaker:Randy Zipse, JD, AEP Location:Des Moines Golf & Country Club
  • WEDNESDAY, FEBRUARY 16, 2022 8:30 AM – 3:30PM Location: Virtual via Zoom Topic: CE Day Speaker: 9:00 – 9:50          Solutions for the Business Owner –  April Caudill, JD, CLU, ChFC, AEP    Director – Advanced Solutions 10:00 – 10:50     Non-Qualified Deferred Compensation … Continue reading
    Date and Time:February 16, 2022 @ 8:30 am Speaker: Location:via Zoom connection