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Advanced Estate Planning Conference

September 8 at 8:00am

Terrace View Event Center, Sioux Center, IA

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:

  • Attorneys in IA: 7 standard credits approved, ethics credits pending
  • Attorneys in MN: 5.5 standard and 1.5 ethics credits approved
  • Insurance Professionals in IA: 6 general and 2 ethics credits approved
  • Insurance Professionals in SD: 6 general and 2 ethics credits approved
  • Nine CFP credits approved
  • Nine CTFA credits approved
  • Other Professionals: A certificate of completion and course materials will be provided at the conference for you to submit to your institution for possible continuing education credits

SIGN UP: Download the form here and return to 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/slideshow_home/hope-haven-staff-interacting-with-person-supported.jpg 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/