Broker Check

Upcoming Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 28, 2024

Graham Conference Center, Pella, IA

Retirement, Social Security, Medicare, and you!

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

March 26, 2024

Graham Conference Center, Pella, IA

Retirement, Social Security, Medicare, and you!

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

January 25, 2024

6:00p - 7:15p

FFA Enrichment Center - DMACC Campus, Ankeny

Retirement, Social Security, Medicare, and you!

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

January 23, 2024

6:00p - 7:15p

FFA Enrichment Center - DMACC Campus, Ankeny

Retirement, Social Security, Medicare, and you!

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

October 26, 2023

6:00p - 7:00p

FFA Enrichment Center - DMACC Campus, Ankeny

Your Retirement Reality

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

October 24, 2023

6:00p - 7:00p

FFA Enrichment Center - DMACC Campus, Ankeny

Your Retirement Reality

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

September 21, 2023

6:00p - 7:15p

Graham Conference Center

Retirement, Social Security, Medicare, and you!

Join us for a complimentary educational presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

September 19, 2023

6:00p - 7:15p

Graham Conference Center

Retirement, Social Security, Medicare, and you!

Join us for a complimentary educational presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

July 20, 2023

6:00p - 7:00p

Reiman Gardens - Auditorium

Retirement, Social Security, Medicare, and you! (copy)

Join us for a complimentary educational presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

July 18, 2023

6:00p - 7:00p

Reiman Gardens - Auditorium

Retirement, Social Security, Medicare, and you!

Join us for a complimentary educational presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

May 25, 2023

6:00p - 7:00p

Graham Conference Center

Retirement, Social Security, Medicare, and you!

Join us for a complimentary educational presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

May 23, 2023

6:00p - 7:00p

Graham Conference Center

Retirement, Social Security, Medicare, and you!

Join us for a complimentary educational presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

March 23, 2023

6:00p - 7:00p

Graham Conference Center

Your Retirement Reality - Seminar

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

March 21, 2023

6:00p - 7:00p

Graham Conference Center

Your Retirement Reality - Seminar

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

January 26, 2023

6:00p - 7:00p

FFA Enrichment Center - DMACC Campus, Ankeny

Your Retirement Reality - Seminar

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

January 24, 2023

6:00p - 7:00p

FFA Enrichment Center - DMACC Campus, Ankeny

Your Retirement Reality - Seminar

Join us for a complimentary presentation where we will discuss strategies for maximizing your Social Security benefits and retirement income. The decisions you make now may have a tremendous impact on the total amount of benefits you receive throughout your retirement.

October 20, 2022

6:00p - 7:00p

FFA Enrichment Center - DMACC Ankeny Campus

Retirement, Social Security & Your 41(k) Seminar

Join us for a seminar on scenarios that may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn't share directly with you.

October 18, 2022

6:00p - 7:00p

FFA Enrichment Center - DMACC Ankeny Campus

Retirement, Social Security & Your 41(k) Seminar

Join us for a seminar on scenarios that may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn't share directly with you.

September 22, 2022

6:00p - 7:00p

Graham Conference Center - Central College

Retirement and Social Security Seminar

Join us for a seminar on scenarios that may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn't share directly with you.

September 20, 2022 - February 20, 2023

6:00p - 7:00p

Graham Conference Center - Central College

Retirement and Social Security Seminar

Join us for a seminar on scenarios that may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn't share directly with you.

July 28, 2022

6:00p - 7:00p

Central College- the Roe Center room 145

Social Security & Retirement Workshop

New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.

July 26, 2022

6:00p - 7:00p

Central College- the Roe Center room 145

FULL- Social Security & Retirement Workshop

This event is FULL. There are limited spots for Thursday. New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.

May 26, 2022

6:00p - 7:00p

FFA Enrichment Center - DMACC Ankeny Campus

May 2022 Social Security & Retirement Workshop (copy)

New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn't share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement specialists from Rundahl Financial Consultants. This educational event will cover the basics of Social Security and reveals the latest strategies for maximizing your benefits.

May 24, 2022

6:00p - 7:00p

FFA Enrichment Center - DMACC Ankeny Campus

May 2022 Social Security & Retirement Workshop

New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn't share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement specialists from Rundahl Financial Consultants. This educational event will cover the basics of Social Security and reveals the latest strategies for maximizing your benefits.

March 24, 2022

8:30a - 9:30a

FFA Enrichment Center - DMACC Ankeny Campus

Social Security & Retirement Workshop (copy)

New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement specialists from Rundahl Financial Consultants. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

March 22, 2022

6:00p - 7:00p

FFA Enrichment Center - DMACC Ankeny Campus

Social Security & Retirement Workshop

New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement specialists from Rundahl Financial Consultants. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

January 27, 2022

6:00p - 7:00p

Central College, Graham Conference Center

Taxes and Retirement Seminar

Now that the new administration is in office, what changes are coming? New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement specialists from Rundahl Financial Consultants. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

January 25, 2022

6:00p - 7:00p

Central College, Graham Conference Center

Taxes and Retirement Seminar

Now that the new administration is in office, what changes are coming? New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement specialists from Rundahl Financial Consultants. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

October 28, 2021

6:00p - 7:00p

Central College

Social Security and Retirement Seminar

Now that the new administration is in office, what changes are coming? New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement specialists from Rundahl Financial Consultants. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

October 26, 2021

6:00p - 7:00p

Central College

Social Security and Retirement Seminar

Now that the new administration is in office, what changes are coming? New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement specialists from Rundahl Financial Consultants. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

August 26, 2021

6:00p - 7:00p

Kirkendall Public Library

Educational Retirement Seminar

JOIN US! Thursday, August 26th 6 - 7 PM Kirkendall Public Library, Ankeny, IA

August 23, 2021

6:00p - 7:00p

Kirkendall Public Library

Educational Financial Seminar

JOIN US for a no cost Educational Financial seminar! Monday, August 23rd Kirkendall Public Library in Ankeny,IA 6 - 7PM

June 21, 2021

6:00p - 7:00p

Luana Savings Bank

Optimizing Your Tax Strategy: Gain Control of Your Taxes in Retirement

Please specify which date you will be attending in your registration comments.

June 17, 2021 - July 29, 2021

4:00p - 7:00p

Polk City Farmer's Market

February 9 - February 11, 2021

6:00p - 6:00p

Slater Log Cabin

Don't Worry. Retire Happy!

Taxes, political change, covid-19... will these major economic changes blur your image of retirement? We'll address these issues and more on Feb. 9th & 11th

August 13, 2020 - September 10, 2020

4:00p - 7:00p

Polk City Farmers Market

Polk City FARMERS MARKET

Come see us at the Polk City Farmers Market! Thursdays through September 10th. 4pm - 7pm

Event Registration