Contact us today! Call 515-278-4110 or email info@wmfplan.com

Learning Events

Take the first step to financial freedom.

Check out our Event Calendar below!

Passport to Retirement Class
Learn about all 5 Retirement Blueprint tiers!

  • Tax
    Strategies

  • Investment
    Planning

  • Legacy
    Planning

  • Income
    Planning

  • Healthcare
    Planning

Retirement Summits
Go in-depth with 3 of the Retirement Blueprint tiers!

  • Tax
    Strategies

  • Investment
    Planning

  • Legacy
    Planning

  • Thu
    15
    Nov
    2018

    Passport Class at Upper Iowa University

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

     

     

  • Tue
    11
    Dec
    2018

    Passport Class at Grand View University

    6:00 pm2811 E. 14th Street, Des Moines, IA 50316