2027 Advanced Estate Planning Seminar

The Siouxland Community Foundation, in partnership with Peoples Bank Wealth Management Group, is proud to host the 7th Annual Advanced Estate Planning Seminar—a premier educational event for professional advisors.

Our seminar features esteemed speakers, who will provide expert insights into complex estate planning strategies. Designed for estate planning attorneys, trust officers, insurance and financial planners, planned giving professionals, investment advisors, farm managers, tax-preparing CPAs, licensed pre-planning counselors, and other allied professionals, this seminar offers valuable continuing education and networking opportunities. Join us for an informative session that will deepen your knowledge and enhance your ability to serve clients effectively.

Details:
      Wednesday, June 9, 2027
      In-person seminar only (no webinar available)
      8:00 AM to Noon
     Crossroads Pavilion Event Center, Sheldon, IA
      Cost = $25 Includes registration and breakfast
*Limited spots available. Please register by Friday, June 4, 2027.

Pending CEs include:
      3.5 Hours of CLE,
      3 Hours of Iowa Insurance,
      4 Hours of CFP, and
      4.25 Hours of CTFA

Registration will open in April 2027
– Register Online
– Or call the Siouxland Community Foundation at 712.293.3303

Day of Event Schedule:
8:00 AM – Registration & Breakfast
8:25 AM – Welcome & Opening Remarks
8:30 AM – Advanced Strategies in Business Succession Planning by Joel Vos
10:00 AM – Medicaid Avoidance Issues by Greg Kenyon
11:00 AM – Special Needs Trusts by Greg Kenyon
12:00 PM – Closing Remarks

Featured Speakers: TBD