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Update Your Medicare Drug Plan – October 11
We can show you how to save money with your Medicare drug plan. Our next client event will be held on October 11, and will feature George Gillespie as our special speaker. George is a counselor with...
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Celebrating Family Milestones
40 years of marriage – that’s a milestone that was so enjoyable for my wife and I to celebrate last month with a family trip to Banff, Alberta, Canada. Connie and I, together with our daughter and...
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Investing in Volunteering
We want you to thrive in retirement, and one way you can do that is through providing volunteer service for other people. Ron Dickinson has often written about two rules regarding our...
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You Are Invited To Our “Forecast 2018” Client Event!
Ron Dickinson and Dave Piatkowski will be providing analysis and commentary regarding the markets at our “Forecast 2018” client event for our clients and their guests. This event will be held on...
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How to Make Family Harmony a Part of Your Estate Planning
You are invited to attend our next client event to hear Attorney Jennifer Carlson. You’ll be able to learn practical tips for communicating with your family members in the process of establishing your...
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How You Can Become Our Client
Click on the “About Us“ tab of our website to learn more about our firm. Compile your vital personal documents and information about your financial accounts. Jot down any questions you may have...
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You Are Invited To Our Christmas Open House
Please join us for some light hors d’oeuvres, wine tasting, and good conversation with our team. Our Christmas Open House will be on Tuesday, December 4 at 4:00-6:00 pm at the Council Bluffs Public...
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Money Talks at Family Gatherings
To talk about money or not? I’ve got some choices to make about talks with my extended family when we’re together on holidays and other special occasions. Since both of my parents have passed away,...
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You Are Invited to Our Forecast 2019 Client Event
We invite you to attend our Forecast 2019 client event on January 22. Ron and Dave will be presenting our analysis about… Why the markets have been so crazy, especially in the 4th Quarter last year....
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Estate Planning: Fulfilling Your Legacy
We invite you to attend our client seminar to hear Attorney Jennifer Carlson. You may attend either the 2:00 pm session or the 7:00 pm session on Tuesday, May 14 at our offices at 533 S. Main St. in...
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