Posts Categorized: Events

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Farewell National Estate Planning Awareness Week 2017

It’s the saddest day of the year. You all know what I am talking about: the last day of National Estate Planning Awareness Week. Here in Iowa, the weather is appropriate to everyone’s mood. It’s grey and drizzly and overcast and cold. Almost as if the Universe itself was acknowledging the melancholy of ending NEPAW… Read more »

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National Estate Planning Awareness Week & a Brief History Lesson

Believe it or not, National Estate Planning Awareness Week is a very real thing. Let’s kick it off with a brief history on the Week and estate planning in general. National Estate Planning Awareness Week was an effort spearheaded by the National Association of Estate Planners & Councils (NAEPC) and Rep. Mike Thompson (D-CA) (with… Read more »

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Upcoming Presentation: Succession Success, Business Planning in Six Simple Steps

I’m excited to present an upcoming Expert Edge Seminar hosted by the Iowa City Area Chamber of Commerce. The presentation topic, Succession Success: Business Planning in Six Simple Steps, is super important and relevant for entrepreneurs and business owners.  Why? Because taking calculated risks in business is often smart, but taking risks with the future of your… Read more »