Advanced Estate Planning Conference
September 5, 2024 @ 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)
- Contact Brenda Gisolf at (712) 476-3116 or BGISOLF@HOPEHAVEN.ORG
- Click HERE to download the registration form
Don’t miss this great opportunity to earn continuing education credits by attending this event!