Learning Events

Take the first step to financial freedom.

Upcoming Learning Events

It can be difficult to make financial decisions without access to information. All of our events are no obligation. Check out our Event Calendar below for more information on upcoming events!  

  • Thu
    31
    May
    2018
    Tue
    12
    Jun
    2018

    RETIREMENT CLASS HELD AT: Upper Iowa University

    6:00 pm5000 Westown Pkwy Suite 200, West Des Moines, IA 50266

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

    “HOW-TO” STRATEGIES FOR A COMFORTABLE FINANCIAL FUTURE
    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.

  • Tue
    19
    Jun
    2018
    Thu
    28
    Jun
    2018

    PASSPORT TO RETIREMENT CLASS HELD AT: Grand View University OR FFA Enrichment Center

    6:00 pm2811 E. 14th Street, Des Moines, IA 50316 OR 1055 SW Prairie Trail Parkway

       

    Passport to Retirement is a retirement planning class for those ages 50-70. The classes are held from 6pm-9pm at a variety of locations around the Des Moines Metro area.  Attend at Grand View or Ankeny's FFA Enrichment Center.

    “HOW-TO” STRATEGIES FOR A COMFORTABLE FINANCIAL FUTURE
    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.

  • Thu
    21
    Jun
    2018
    Tue
    26
    Jun
    2018

    Retirement Summit At Bravo

    6:00 pm120 S Jordan Creek Pkwy, West Des Moines, IA 50266

    AT THIS EVENT YOU'LL LEARN:

    • The #1 mistake Retirees make when investing in the stock market
    • Tax Alert - Tax penalties as high as 50%!
    • Social Security Strategies - Will Social Security still be around for you?
    • How a simple beneficiary mistake on any of your retirement accounts could cost you or your heirs thousands of dollars!

    Strategies discussed will be suitable for thoses with a minimum net worth of $250 thousand dollars.
    In order to reserve your seats, please call us at 515-278-1006 today!