There is no charge for the lunch or program and all area professional and financial advisors are invited and encouraged to attend! Please RSVP to foundation@stanthonyhospital.org or call Stacey Vonnahme at (712) 794-5287 so the event organizers can prepare adequately for lunch and handout materials.
Details
Who: Professional & financial advisors
Date: Wednesday, May 24, 2017
Time: 10:30 a.m.-1:15 p.m.
Where: St. Francis & Clare Meeting Rooms*, St. Anthony Regional Hospital. Park in the St. Anthony parking garage and take an elevator to the 4th floor of the Surgery Center. (Note: do not enter the main hospital building.) Event hosts will greet you as you exit the elevator.
Let’s be honest, estate planning isn’t the most enticing topic to spend your free time on. The last thing you want to do after a long week at work is to dive into the depths of the internet to attempt to understand what an estate plan actually is and why you need one. Even if you do get that far, it’s hard to know where even to begin to start making an estate plan. Can you write one yourself? Do you have to hire a lawyer? What information do you even need?
Lucky for you, estate planning is one of my passions and what I spend a good deal of time and focus on while achieving the mission of Gordon Fischer Law Firm: To promote and maximize charitable giving in Iowa.
On April 26 at 325 E Washington St, Iowa City (in the large conference room on the 1st floor), I’ll take the mystery and complicated leg work out of estate planning. We’ll keep it simple and easy to understand while we cover:
Five major reasons you need an estate plan
Six “must have” estate planning documents
Seven common mistakes in estate planning (and how to avoid them!)
Bring your questions and I’ll stick around after the presentation until all questions are answered.
The hour-long workshop is free and open to the public. A light lunch will be served.
GoFisch is full of practical information, case studies, and important legal updates. Please know your privacy is of critical importance to me; I won’t share emails with anyone, ever.
If you have a story you think would be great to feature in the newsletter, feel free to contact me at any time by email, gordon@gordonfischerlawfirm.com, or phone at 515-371-6077.
Upcoming Event: Professional Advisor Continuing Education Program
Events, From Gordon's Desk...The Community Foundation of Carroll County, along with the Kuemper Catholic School, New Hope Village, and St. Anthony Foundations, teamed up to sponsor the Professional Advisor Continuing Education Program, in Carroll, Iowa. And, I’m excited to say I’ll be the featured speaker!
Lawyers, accountants, insurance agents, and financial advisors are invited to attend.
My presentation will include example of tools and concepts advisors can utilize with clients such as the Endow Iowa Tax Credit Program (now available through the Community Foundation of Carroll County).
There is no charge for the lunch or program and all area professional and financial advisors are invited and encouraged to attend! Please RSVP to foundation@stanthonyhospital.org or call Stacey Vonnahme at (712) 794-5287 so the event organizers can prepare adequately for lunch and handout materials.
Details
Who: Professional & financial advisors
Date: Wednesday, May 24, 2017
Time: 10:30 a.m.-1:15 p.m.
Where: St. Francis & Clare Meeting Rooms*, St. Anthony Regional Hospital. Park in the St. Anthony parking garage and take an elevator to the 4th floor of the Surgery Center. (Note: do not enter the main hospital building.) Event hosts will greet you as you exit the elevator.
Free Workshop April 26: Basics of Estate Planning
Estates & Estate Planning, EventsLet’s be honest, estate planning isn’t the most enticing topic to spend your free time on. The last thing you want to do after a long week at work is to dive into the depths of the internet to attempt to understand what an estate plan actually is and why you need one. Even if you do get that far, it’s hard to know where even to begin to start making an estate plan. Can you write one yourself? Do you have to hire a lawyer? What information do you even need?
Lucky for you, estate planning is one of my passions and what I spend a good deal of time and focus on while achieving the mission of Gordon Fischer Law Firm: To promote and maximize charitable giving in Iowa.
On April 26 at 325 E Washington St, Iowa City (in the large conference room on the 1st floor), I’ll take the mystery and complicated leg work out of estate planning. We’ll keep it simple and easy to understand while we cover:
Bring your questions and I’ll stick around after the presentation until all questions are answered.
The hour-long workshop is free and open to the public. A light lunch will be served.
It’s been approved for one hour of CFP credit for financial planners AND for one-hour of CLE for Iowa lawyers.
Please RSVP to gordon@gordonfischerlawfirm.com.
Choose “going” on the Facebook event and invite your friends, co-workers, and family to join you!
Can’t make it to the event, but still want to learn more? Contact me at any time via email at gordon@gordonfischerlawfirm.com or phone at 515-371-6077.
GoFisch News: April Edition
From Gordon's Desk...It’s hard to believe a month has passed since the first edition of GoFisch was sent out. Click here to read the latest edition of the monthly newsletter. If you like what you read and want GoFisch delivered right to your inbox, be sure to subscribe!
GoFisch is full of practical information, case studies, and important legal updates. Please know your privacy is of critical importance to me; I won’t share emails with anyone, ever.
If you have a story you think would be great to feature in the newsletter, feel free to contact me at any time by email, gordon@gordonfischerlawfirm.com, or phone at 515-371-6077.