Join us for the Advanced Estate Planning Conference on Thursday, September 8th at the Terrace View Event Center in Sioux Center, IA.
This conference will help you as a professional in assisting with your client's needs and as it relates to their retirement goals and objectives. Topics include: financial wellness, charitable giving and COVID, retirement accounts, ethics, and tax updates. This event will feature presenters Myles J. McHale Jr., Adjunct Instructor, Cannon Financial Institute, Inc. and Brady Kroeze, Kroese and Kroese.
See the full schedule here.
Cost is $149 per person. This event is a great resource of information for lawyers, attorneys, tax and insurance professionals, among others. Don’t miss this opportunity to earn continuing education credits!
The following credits have been approved/pending approval: