| Want a better understanding of long term care? Invest some time to learn more... | |||
| Date: | Thursday, May 24, 2012 | ||
| Presenters: | Sharon Orr, CLU, ChFC, CFP ®, CLTC, CASL Financial Advisor, Long Term Care Specialist Northwestern Mutual Financial Network |
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| Has it Been Rough Sailing for Your Portfolio? | |||
| Date: | Tuesday, Feb 28, 2011 |
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| Presenters: | Tony Tomash, Guaranty Investment Services | ||
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| 17 Questions - Essential Prearrangment Decisions | |||
| Date: | Thursday, September 22, 2011 | ||
| Presenters: | DJ Smith, Attorney at Law | ||
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| Giving a Gift that Lasts - Charitable Giving | |||
| Date: | Thursday, May 12, 2011 | ||
| Presenters: | Les H. Garner, Jr. President & CEO of the Greater Cedar Rapids Kathy L. Hall, CFRE The Kirkwood Foundation Sue Hawn, CFRE, President Mercy Foundation, Mercy Medical Center |
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| Getting Your Arms Around Health Care Reform | |||
| Date: | December 9th, 2010 | ||
| Presenters: | Andrew Morf and Kirby Moss with Benefits Solutions, Inc. |
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| Investing in an Uncertain Market | |||
| Date: | September 21, 2010 | ||
| Presenters: | Brad Lewis, CPA, CMFC and Nick Smith, CPA, CMFC with Steele Capital Management, Inc. |
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| Planning for Financial Managment Assistance | |||
| Date: | June 10, 2010 | ||
| Presenters: | Darrel Morf of Simmons Perrine Moyer Bergman PLC |
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| The Significance of Account Ownership & Beneficiary Designations | |||
| Date: | January 26, 2010 | ||
| Presenters: | Dennis Egel - Guaranty Bank Trust Dept. |
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| Understanding Your Finances - A Trust Chat for Women | |||
| Date: | November 5, 2009 | ||
| Presenters: | Madeline Windauer of McGladrey & Pullen, LLP |
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| The Benefits of 529 Plans | |||
| Date: | July 28, 2009 | ||
| Presenters: | Rich Ehr of Upromise Investments, Inc. |
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| Testamentary Trusts |
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| Date: | Thursday, May 12, 2011 | ||
| Presenters: | Maureen Kenney of Bradley & Riley, PC Jessica Doro of Bradley & Riley, PC |
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| Special Needs Trust |
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| Date: | May 12, 2009 | ||
| Presenters: | Kyle Wilcox of Simmons Perrine Moyer Bergman P.L.C. Donald Johnson of Shuttleworth and Ingersoll, P.L.C |
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| Duties of an Executor | |||
| Date: | March 19, 2009 | ||
| Presenters: | David Wenzel of Wenzel & Harms, P.C. |
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