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Advanced Estate Planning Conference

September 5 @ 8:00am - 4:30pm

Join us for the Advanced Estate Planning Conference for Attorneys, Financial Planners, Insurance, Tax & Other Professionals.

Thursday, September 5 from 8 am – 4:30 pm at the Terrace View Event Center in Sioux Center, IA.

This conference will focus on current advanced planning techniques that are important for supporting and growing your clients’ estate plans and portfolios.


  • Issues in managing agricultural operations inside of trusts
  • Distributions of capital gains from trusts
  • Succession planning ideas for ag producers
  • Tax update including review of 2023 changes for Iowa taxpayers
  • Clint will build some charitable giving ideas into the succession planning discussion


$149 per person  (fee includes meeting materials & catered Hy-Vee meal)


Don’t miss this great opportunity to earn continuing education credits by attending this event!


Terrace View Event Center, Sioux Center, IA

230 St Andrews Way
Sioux Center, IA 51250 United States

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Join Our Team

  • Health Insurance
  • Retirement Plan with 8% Pension Match
  • Pay on Demand + PTO
  • Flexible Schedules