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

  • Tue
    22
    Jan
    2019

    Passport Class at The Scheman Building

    6:00 pm1805 Center Drive, Ames, IA 50011

  • Thu
    31
    Jan
    2019

    Passport Class at DMACC

    6:00 pm1055 SW Prairie Trail Parkway, Ankeny, IA 50023

    THIS CLASS IS CURRENTLY FULL.

  • Tue
    19
    Feb
    2019

    Passport Class at Upper Iowa University

    6:00 pm5000 Westown Parkway, West Des Moines, IA 50266

  • Thu
    28
    Feb
    2019

    Passport Class at Grand View University

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