Upcoming 2023 Events 

Save the Date

Be sure to save the date and/or register for the following events: 

Challenges of Aging Luncheon Event Series


Register: Cooking for 1-2 People & Disease State Shopping/Nutrition

2023 Client Appreciation Event


Reserve your Spot

Pickleball with a Planner

nullWednesday, Oct. 4
1:30-3:30 p.m.
Smash Park, 6625 Coachlight Drive, West Des Moines, IA 50266

Enjoy pickleball, or want to learn to play? Join us for this free event at Smash Park in West Des Moines for camaraderie and friendly competition. Food and drink will be provided.

Please RSVP for this event by clicking here or contacting Deb Longseth at dlongseth@onlyworkforyou.com or (515) 225-6000.


Is Real Estate Investing Right for You?

Tuesday, Oct. 17 
11:30 a.m.-1 p.m. 
Syverson Strege, 4125 Westown Parkway, Ste. 104, West Des Moines

Considering real estate investing as part of your overall financial plan? This panel discussion will focus on what real estate investing is, what it looks like – the good and the bad, and how to go about implementing it as part of a financial plan. Syverson Strege Financial Planner Bobby Daniels will lead the discussion and will be joined by Charlie Chedester (Midwest Family Lending), Jeremy Danilson (Danilson Law), Al Kaduce, CPA (Kaduce and Company) and Chris Ranallo (Inhabit Iowa).

Lunch will be provided.

Please RSVP for this event by clicking here or contacting Deb Longseth at dlongseth@onlyworkforyou.com or (515) 225-6000.


Schwab Overview: What Does an Investment Custodian Do and How Do We Work Together?

Tuesday, Nov. 14
11:30 a.m.-12:30 p.m.
Online via Zoom

Join our Chief Investment Officer Jason Gunkel as he provides an overview of Schwab as an investment custodian, as well as how the various branches of Schwab – Retail, Charitable, Bank and Advisor Services –work together. 

This event will be held virtually via Zoom.

The event is free, but registration is required. Register here or contact Deb Longseth at (515) 225-6000 or dlongseth@onlyworkforyou.com.