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Advanced Estate Planning Conference

September 9 at 8:00am

Terrace View Event Center, Sioux Center, IA

Join us for the Advanced Estate Planning Conference on Thursday, September 9th 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. Topics include: Digital Assets, Cybersecurity, Estate/Trust Taxes, Ethics, Planning for Untimely Death & More.  This event will feature  presenters Michael Daly, Director of Risk Management and Operations for Pohl Consulting and Training and Daniel D. Dykstra, J.D., A.E.P.

Cost is $149 per person ($199 after August 1). Don’t miss this opportunity to earn continuing education credits! Fill out the form below to sign up, or contact Brenda at bgisolf@hopehaven.org

 

Hope Haven

Hope Haven 712.476.2737 https://www.hopehaven.org/media/library/fluid-mod-setting/13/logo/HH-Logo-2color_RGB.jpg https://www.hopehaven.org/media/library/fluid-mod-page/2/footer_logos/carf-gold-seal.png 1800 19th Street Rock Valley IA 51247 US 43.21034340 -96.29112910 http://www.facebook.com/pages/Hope-Haven/137530626276631 http://www.youtube.com/hopehaveninc https://www.instagram.com/hopehavenorg/