Learning Events

Take the first step to financial freedom.

Upcoming Learning Events

It can be difficult to make financial decisions without access to information. Check out our Event Calendar below for more information on upcoming events!


  • Tue

    RETIREMENT CLASS HELD AT: Upper Iowa University

    6:00 pm

    To attend the Passport to Retirement Class, please call 515-278-1006.  Attendees can choose between either date; however, limited seating is currently available for our December 14th Class.

    Passport to Retirement is a retirement planning class for those ages 50-70. The classes are held from 6 p.m.-9 p.m. at Upper Iowa University's West Des Moines Campus.  

    Investing a few hours of your time at Passport to Retirement can pay off immediately. You should gain confidence in your financial decision-making ability. And later on, you may be better prepared to face the challenges and enjoy the rewards retirement can bring. This course will be relevant if you are nearing retirement, already retired, or just beginning to develop your retirement plan. Sound information about effective financial strategies will give you the background and perspective to help make more informed decisions. You'll discover how to formulate realistic goals based on your individual retirement needs, risk tolerance and length of time to retirement.

    For a map to the West Des Moines Upper Iowa University, click HERE.

  • Tue


    6:00 pm

    Reservations are required to attend. Please submit your information on the right-hand side of this page and our Marketing Director, Kelsey, will be in touch to complete your reservation.   

    Join us for a delicious dinner with priceless planning information that can help you achieve financial freedom throughout your retirement.

    Topics covered include:

    • Market Conditions - How long is this bull market likely to last and how much money are you in danger of losing when it corrects?
    • Tax Alerts - Tax penalties as high as 50%!
    • Social Security - Will it still be around for you?
    • Estate Planning - Are there ways to reduce future taxes and transfer more wealth to your heirs?

    This is a dinner event held for retirees and pre-retirees between the ages of 55-70 years old.  Attendees must have saved at least $250 thousand to attend in order to benefit from the diversification & tax strategies that will be discussed.

Lunch & Learn Events

Our Lunch & Learn events are an opportunity to provide our clients with ongoing education on important financial topics. We also bring in guest speakers to talk about topics of interest outside of the financial industry such as gardening, healthy living, identity theft and more. If you’re a client who hasn’t been receiving our Lunch & Learn email invites, please call or email us with your updated email address so we can add you to the invite list!

Presentations start promptly at times listed. There is no obligation and no product will be offered. Seating is extremely limited; therefore, this presentation is for first-time adult attendees only. Guarantee your reservation today by calling 515-278-4110. Please be our guest!