Professional Advisor Workshop at the Surf Ballroom
📅 Wednesday, August 6, 2025
📍 Historic Surf Ballroom | Clear Lake, Iowa
Surf Music Experience Center (Palms Ballroom)
Join the Community Foundation of Northeast Iowa (CFNEIA) for an engaging and educational afternoon designed for professional advisors. Enjoy lakeside networking, gain valuable planning insights, and explore resources to support your charitable clients, all in one iconic venue.
Event Schedule:
🕒 3:30 – 4:00 p.m. | Check-In
🧠 4:00 – 5:00 p.m. | Workshop with Kristine Tidgren
💡 5:00 – 5:20 p.m. | CFNEIA Resources for Advisors
🥂 5:20 – 6:30 p.m. | Networking and Refreshments on the Patio
Workshop Topic:
"Estate, Tax, and Business Planning Considerations for Farm Clients: Where Are We Now?"
Presented by Kristine Tidgren, Director of the Center for Agricultural Law and Taxation at Iowa State University
Stay current on the latest federal estate, tax, and business planning policies. Kristine will break down what the evolving legislative landscape means for your clients and provide strategies you can implement right away, especially for those with ag ties or legacy giving interests.
Why Attend?
✔️ Gain insights from a national expert in ag law and tax
✔️ Strengthen your planning strategies for clients
✔️ A fun way to earn continuing education credits
✔️ Learn how CFNEIA can support your work with charitable clients
✔️ Connect with peers and enjoy a one-of-a-kind venue
This event is a great opportunity to deepen your knowledge, connect with fellow advisors, and explore how CFNEIA can support your work with clients who want to give back.
Click here to register for this event:
https://form.jotform.com/251485355360963
Also check out other Workshops in Clear Lake, Nonprofit events in Clear Lake.
