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Implications of the New Tax Law + Intro to Giving Club

Syverson Strege and Company | Sherpa Investment Management

Tuesday, January 30, 2018 from 10:30 AM to 11:30 AM (CST)

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Registered Guest Jan 30, 2018 Free  

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Event Details

Implications of the New Tax Law + Intro to Giving Club

DATE:

Tuesday, January 30, 2018

TIME:
8:30 AM - Registration & Continental Breakfast served
9 AM - 10 AM - Implications of the New Tax Law Presentation

Our discussion will highlight the changes that may affect you as an individual, your estate plan and your charitable giving. We will allow for time to address questions on how the new tax laws will impact you. 


10:30 AM - Intro to Giving Club Presentation

The Giving Club will meet quarterly to learn about three organizations doing positive things within our community. After the presentations by the charities, the club members will decide the causes to support. Incorporating philanthropic values into the traditional financial and estate planning process is a passion of ours and our clients. We are excited to add this fun club opportunity to our family of services. This introductory discussion will explain how the club will work.

LOCATION:
Syverson Strege and Company | Sherpa Investment Investment
4125 Westown Parkway, Suite 104
West Des Moines, IA 50266

Have questions about Implications of the New Tax Law + Intro to Giving Club? Contact Syverson Strege and Company | Sherpa Investment Management

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When & Where


Syverson Strege and Company | Sherpa Investment Management
4125 Westown Parkway
Suite 104
West Des Moines, IA 50266

Tuesday, January 30, 2018 from 10:30 AM to 11:30 AM (CST)


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Organizer

Syverson Strege and Company | Sherpa Investment Management

We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Discover our commitment to your goals as we provide clarity amongst the endless options and help you find the financial answers you seek.

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Implications of the New Tax Law + Intro to Giving Club
Things to do in West Des Moines, IA Seminar Business

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