Client Orientation Workshops
Syverson Strege is offering a virtual Client Orientation Workshop for all Syverson Strege clients, whether new or established, who want to learn more about being a client.
The workshop will cover the following areas:
1) How to read statements
2) Tax forms
3) Client portal/online access
4) APS (Annual Planning Session) process
5) Recordkeeping/shredding documents
6) Handling charitable gifts from your IRA
The workshop will be virtual, but clients will have ample opportunity to ask questions and interact with Syverson Strege Financial Planners and/or Associate Financial Planners.
The workshop will be offered on two different dates. To register, click on the date and time preferred:
Tuesday, November 10 at 10:00 AM
Thursday, November 19 at 1:30 PM
Note: The Giving Club on Tuesday, March 24 has been postponed and will be rescheduled.
The Giving Club…where we come together to share values, resources, and have fun!
Every generous person has a desire to make a difference, leave lasting change in the world, and put others’ needs before their own. Offered four times per year, the Giving Club provides the perfect opportunity to bring together generous people with outstanding charities in an informative and fun atmosphere.
For more information and to register, click here.