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Past Trust Chats

    
     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
 
     Has it Been Rough Sailing for Your Portfolio? 
     
  Date:   Tuesday, Feb 28, 2011
  Presenters:   Tony Tomash, Guaranty Investment Services
 
     17 Questions - Essential Prearrangment Decisions 
     
  Date:   Thursday, September 22, 2011
  Presenters:   DJ Smith, Attorney at Law
 

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
 

Getting Your Arms Around Health Care Reform 
       
  Date:   December 9th, 2010
  Presenters:   Andrew Morf and Kirby Moss with
Benefits Solutions, Inc.
 

Investing in an Uncertain Market 
       
  Date:   September 21, 2010
  Presenters:   Brad Lewis, CPA, CMFC and
Nick Smith, CPA, CMFC with 
Steele Capital Management, Inc.
 

Planning for Financial Managment Assistance 
       
  Date:   June 10, 2010
  Presenters:   Darrel Morf of Simmons Perrine Moyer Bergman PLC
 

The Significance of Account Ownership & Beneficiary Designations 
       
  Date:   January 26, 2010
  Presenters:   Dennis Egel - Guaranty Bank Trust Dept.
 

Understanding Your Finances - A Trust Chat for Women 
       
  Date:   November 5, 2009
  Presenters:   Madeline Windauer of McGladrey & Pullen, LLP
 

The Benefits of 529 Plans 
       
  Date:   July 28, 2009
  Presenters:   Rich Ehr of Upromise Investments, Inc.
 

Testamentary Trusts
       
  Date:   Thursday, May 12, 2011
  Presenters:   Maureen Kenney of Bradley & Riley, PC
Jessica Doro of Bradley & Riley, PC
 

Special Needs Trust
       
  Date:   May 12, 2009
  Presenters:   Kyle Wilcox of Simmons Perrine Moyer Bergman P.L.C.
Donald Johnson of Shuttleworth and Ingersoll, P.L.C
 

Duties of an Executor 
       
  Date:   March 19, 2009
  Presenters:   David Wenzel of Wenzel & Harms, P.C.