March Meeting

    March 02, 2021
    12:00 PM - 2:00 PM
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    Virtual ZOOM Meeting


     Directions

    We were hoping to make the March 2 meeting a hybrid meeting. However, Des Moines Golf cannot accommodate us in a socially distanced way that day, so the Board decided to make this a virtual-only meeting. We should hopefully be able to start up the hybrid meetings in May as there will be adequate space at DMGCC to socially distance. We will be charging a small fee ($10 total - this covers both webinars) for these webinars in order to cover the CE application and filing costs. Thank you for your understanding!  

    12:00pm – 1:00pm: Session 1. "Unraveling the True Meaning of ESG Investing" - Sponsored by Ascensus
    Brief Course Description: Please join us as we define ESG and the evolution of sustainable investing. Topics to be discussed include the trends we see in this space, the integration of ESG factors into the investment process and how ESG assessment may impact performance, risk and valuation.  We will also highlight the growing demand for ESG options, how ESG has fared in the different markets, and current legislation. 1 CFP CE credit APPROVED. 1 IA Insurance CE credit APPROVED. 


    1:00pm – 2:00pm: Session 2. "ESOP as an Exit Strategy for Business Owners" - Mark Weisheipl, BDO USA, LLP. 
    Brief Course Description: 
    The course will cover the basics of what an ESOP is and then further apply it as a partial or full exit or liquidity strategy for business owners.  We will also discuss how an ESOP can be used to incentive and recruit key management and next generation leaders. 1 CFP CE credit APPROVED. 1 IA Insurance CE credit APPROVED.  

     

    Tickets

    $10.00 Zoom Attendee

    $10.00 Zoom Attendee