NAWBO Iowa Educational Program: Protecting What Matters - Basics of Estate Planning

Protecting What Matters
Basics of Estate Planning for Business Succession
Presented by: Lisa Shryack, Security National Bank

You have dedicated extensive time to developing and assuring your business is successful. But, estate planning and business succession planning is a crucial aspect of financial and personal security. Many individuals are unsure where to start. In this session we will be discussing 1) Planning; 2) Legal aspects; 3) Q&A as part of an ongoing series.

Lunch Provided by: Pizza Buffet, Salad and Beverage

DATE: Tuesday, Nov. 18, 2025
TIME: 11:30 AM - 1:00 PM
LOCATION: Embassy Club West, 520 Market Street, WDM

Tickets
$0.00 Member Registration
$0.00 Non-Member Registration

REGISTER AT NAWBOIOWA.ORG

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• Next month, 25th September, 04:30 pm, NAWBO Iowa Women, Wine & Wisdom in Grimes
• This November, 14th November, 08:30 am, NAWBO Iowa Coffee & Conversation: Generations in the Workplace in West Des Moines