March Luncheon

    March 03, 2020
    11:30 AM - 2:00 PM
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    Des Moines Golf & Country Club
    1600 Jordan Creek Pkwy.
    West Des Moines, IA 50266
    Venue website
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    Please join us for two wonderful sessions at our March 3 Luncheon! 

    Hour 1: 
    Legal Issues in Investment Management
    Speaker:  Gail E. Boliver, JD, MBA
    Course Description:  The course will address legal issues in investment management for registered representatives, investment advisor representatives and broker-dealers.  The course will address suitability standards of “best interest” and “fiduciary duty”.
    CE Credit: This course will offer 1 CFP CE credit and 1 IA Insurance CE credit

    Hour 2: 
    Best practices and estate planning opportunities with 529 plans
    Course Description:
     529 plans have been around for nearly 20 years, yet many surveys show that they are widely underutilized by self-identified college savers.  Furthermore, these valuable accounts contain some of the most flexible and beneficial attributes available in the Internal Revenue Code, and provide a variety of gift, estate, and financial planning benefits.  Learn how to utilize 529 plans more effectively within the financial planning process to provide account owner value.
    CE Credit: This course will offer 1 CFP CE credit and 1 IA Insurance CE credit

    Tickets

    $45.00 Member Registration

    $55.00 Non-Member Registration

    $0.00 Pre-Paid Annual Pass Member

    $20.00 Guest of a Member (for first-time guests ONLY)