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PRESIDENT
The Life Stage Brokerage Network
638 Laurel Place
Norwalk, IA 50211
cweston@lifestagebrokerage.com
515-278-2347
SECRETARY/TREASURER
Northwestern Mutual
1245 Jordan Creek Pkwy, Suite 200
West Des Moines, IA 50266
515-697-4680
PAST PRESIDENT
Farm Bureau Financial Services
215 10th Street, Suite 200
Des Moines, IA 50309
515-559-7495
DIRECTOR
Central Financial Group
5700 Merle Hay, PO Box 1447
Johnston, IA 50131
grant.heddinger@centralfinancialgroup.com
515-457-1222
DIRECTOR
Farm Bureau Financial Services
5400 University Ave
West Des Moines, IA 50266
erin.herboldl-swalwell@fbfs.com
515-290-8607
DIRECTOR
Harvest Point Wealth Management
4201 Westown Pkwy, Ste 330
West Des Moines, IA 50266
515-957-2141 ext. 5000
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
Farm Bureau Financial Services
6750 Westown Pkwy Ste 140
West Des Moines, IA 50266
515-528-2319
DIRECTOR
June 19th, 2024 Educational Program
NAIFA Iowa Central Iowa Chapter
Advanced Estate Planning to Protect Assets
DATE: June 19th, 2024
11:30 am Registration opens
11:40 am Sponsor presentation
11:45 am Lunch served
Noon Announcements and educational program begins
1pm Program concludes
LOCATION: Des Moines Golf & Country Club, 1600 Jordan Creek Parkway, West Des Moines, IA 50266
SPEAKER: Cynthia Letsch, JD, Letsch Law Firm
PROGRAM NAME: Advanced Estate Planning to Protect Assets
DESCRIPTION: The purpose of this one-hour seminar, this presentation will explain the difference between basic estate planning to avoid probate and advanced estate planning to protect assets.
LEARNING OBJECTIVES:
Approved for Iowa Insurance, CFP, CLE, CPA and PACE credit.
To register: https://lp.constantcontactpages.com/ev/reg/65u5jce
Questions: Email fspexecia@gmail.com
Further details & descriptions to be added as information becomes available.
Copyright © 2020 NAIFA- IOWA
400 E Court Ave, Ste 126
Des Moines, IA 50309
Phone: 515-868-0141
director@naifaiowa.org