Principal financial advisors Jennie Henry and Julia Immel will be holding a series of financial workshops addressing various financial planning topics. The seminars will take place over the Wednesday lunch hours (12 pm – 1 pm) once a month at the Principal Midwest Regional Business Center in West Des Moines: 6701 Westown Pkwy Suite 200 West Des Moines, IA 50266.
October 8, 2014 Eight Key steps to Estate Planning
November 12, 2014 Saving for College 101
December 10, 2014 Getting the Most from Your Social Security
January 14, 2015 Shifting Gears
February 11, 2015 Retirement Savings Vehicles
Lunch will be provided. RSVP required: call Bonnie Wright at 515.246.4009 or e-mail firstname.lastname@example.org.