2025 Advanced Estate Planning Conference

Join us for the Advanced Estate Planning Conference for Attorneys, Financial Planners, Insurance, Tax & Other Professionals.

This conference will focus on current advanced planning techniques that are important for supporting and growing your clients’ estate plans and portfolios.

GUEST SPEAKERS
-Clinton J. Bentz, Adjunct Instructor at Cannon Financial Institution
-Seth Van Gorp, CPA at Kroese & Kroese, PC

TOPICS
-Beneficiary Designations
-Business Succession Planning
-How to Manage Risk
-Advanced Planning Techniques
-Ethics
-Tax Update

COST
$149 per person
(fee includes meeting materials & catered Hy-Vee meal)

REGISTER
https://www.hopehaven.org/advanced-estate-planning-conference or contact Brenda Gisolf
712.476.3116 | Ymdpc29sZiB8IGhvcGVoYXZlbiAhIG9yZw==


Don’t miss this great opportunity to earn continuing education credits by attending this event!

Also check out other Business events in Sioux Center, Conferences in Sioux Center, Meetups in Sioux Center.