Public Q&A: Coronavirus, Your Wealth, and the CARES Act

... a conversation about your financial planning needs

Coronavirus, Your Wealth and the CARES Act Webinar with Syverson Strege

Do you have concerns about preserving your wealth in the midst of the coronavirus outbreak? Managing Director Lance Gunkel and Chief Planning Officer Matt Roberts will answer your questions and explain why having a comprehensive financial plan now is more important than ever during these times of financial instability.  

Join Us

Thursday, April 9
3:00 – 4:00 PM
Hosts: Syverson Strege’s Managing Director Lance Gunkel and Chief Planning Officer Matt Roberts 

To join the webinar on your computer: 

Click on the following link and follow the prompts: 

Join Online Webinar                

To join by telephone*:

+1 929 205 6099
+1 312 626 6799
+1 301 715 8592
+1 346 248 7799  
+1 669 900 6833  

Webinar ID: 489 312 595

International numbers available: https://zoom.us/u/acZy5xHdNx

*If one number is busy, try another number. 

(You may be asked to submit your email address. Please note that we will NOT use your email for future marketing purposes.)

As you take all the necessary steps to protect you and your family from the coronavirus, Syverson Strege encourages you to also take important steps to support your financial health as well. Join us for the Zoom Q&A call on Thursday, April 9! 

 

Understanding Farm Retirement

Virtual Workshops - April 9 @ 10:00 AM

Matt Roberts, along with other Syverson Strege financial planners, will be presenting educational information about retirement planning to farmers via a virtual workshop. We are partnering with Practical Farmers of Iowa for these webinars. The “farminar” will be presented two times, once on Wednesday, April 1 and again on Thursday, April 9 at 10:00 AM. All farmers and those who are interested are invited to join the virtual workshop. 

The virtual workshops will discuss retirement in the context of farm transition and succession. The workshops will also discuss retirement planning and implementation strategies and will lay out a roadmap to retirement as part of a larger farm transfer or estate plan. Attendees will also hear about new legislation (the SECURE Act), effective December 2019, that includes changes to IRAs, 401(k)s, RMDs, and more.

Click here to join the virtual workshop on April 9. 

 

Client Orientation Workshops

Syverson Strege Client Orientation Workshops

Syverson Strege is offering a Client Orientation Workshop for all clients, whether new or established, who want to learn more about being a Syverson Strege client.  

You’ll learn about the Client Orientation Manual, recordkeeping tips, how to read your financial statements, how to use the Client Portal, the qualified charitable distributions (QCD) process, how to use DocuSign, and more. We’ll ask you to bring your devices (laptop, phone, iPad, etc.) so we can carefully walk you through the technical aspects of being a financial planning client with Syverson Strege.  

The Client Orientation Workshop (for clients only) will be held at the Syverson Strege office and offered on different dates in order to accommodate your schedules.  Due to the coronavirus outbreak, the original dates in March, April, and May are postponed and will be rescheduled. 

Giving Club

Giving Club Agape Pregnancy CenterNote: 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

Client Event

Information coming soon.