Join us for the Advanced Estate Planning Conference for Attorneys, Financial Planners, Insurance, Tax & Other Professionals.
Thursday, September 4 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.
GUEST SPEAKERS
Daniel A. Smith CFP, CWS | Executive Vice President & Director of Personal Trust Services at Cannon Financial Institute
Daniel believes that everyone deserves sound advice and exceptional service. He specializes in sales and relationship management skills and their integration with the knowledge complexities of estate planning, estate taxation, charitable giving, and investment management issues. Daniel also leads Cannon Trust School, the country’s largest trust school. His consulting work includes computer-based learning solutions, private family wealth consultation, and expert witness services. Click HERE to view Daniel Smith bio.
Seth Van Gorp | CPA at Kroese & Kroese, PC
Seth is a CPA and shareholder with Kroese & Kroese, PC, a local CPA firm in Sioux Center, Iowa. Seth grew up in Sioux Center and earned his Bachlor of Business Administration (BBA, Accounting) and Master of Accountancy (MAc, emphasis in tax) from The University of Iowa. He began his career working for a local CPA firm in Sioux City in 2008 before moving back to Sioux Center and joining Kroese & Kroese in 2016. Seth specializes in tax planning, consulting, and preparation services, as well as IRS representation, for individuals and business and has experience with a wide variety of industries. He is a member of the American Institute of CPAs, Iowa Society of CPAs, and serves as a co-chair of the Iowa Society taxation committee.
TOPICS | Click HERE to view the full day agenda
- 2026 tax law “cliff” & IRS CCA
- Planning for blended families & special needs planning
- Ethics in client representation
- Utilizing planned giving to enhance results
- Estate planning for the retirement plan
- Tax update
COST
$149 per person (fee includes meeting materials & catered Hy-Vee meal)
REGISTER
- 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.
