Syverson Strege

Syverson Strege was proud to sponsor this year's West Des Moines Chamber of Commerce Wild, Wild West Annual Dinner, held at the Val Air Ballroom. Several team members and their guests were in attendance, and as evidenced by the sold-out crowd, the city is energized to continue growing businesses and community! #GoWestWDM?

Happy International Women’s Day to the women on the Syverson Strege team! To every woman who is making a difference in the world, thank you for inspiring us all ??.?

If you are looking for guidance on the estate execution process or want to educate your estate executor about the plans you have in place, then this workshop is for you! Register today for this Estate Execution Workshop on Tuesday, March 11 from 11:30 a.m. -1 p.m. with Syverson Strege Financial Planner TYLER CONLEY and Noah Ridgway, attorney at Hagenow Gustoff & Karas LLP. Register for this free event at https://lnkd.in/gUjyMEBS.

Today is the Social Security Administration's #SlamtheScam Day. If you suspect you’ve been targeted in a Social Security-related scam or fraud, visit https://www.ssa.gov/scam/ to learn how to submit a report.

Did you know that 70% of people older than 65 will need some form of long-term care? The big question is, how will you pay for it? In this short Finance Moment podcast episode, Chief Planning Officer Matt Roberts, MFM, CFP?, CAP? shares information on: ?? What long-term care insurance is ?? What it covers ?? Who should consider getting it ?? The best time to plan for it

?? Happy Syverson Strege anniversary to Associate Financial Planner Ryan Simpson, CFP? and Financial Planner Bobby Daniels, CFP?, CIMA? (2 years)! Both Ryan and Bobby play integral parts in creating and maintaining comprehensive financial plans and investment strategies for our clients. Thank you for all you do! #workanniversary

Sometimes we don’t realize the value of having the right support in place (in any facet of life) until we’re faced with an urgent situation. In our latest blog article, Associate Financial Planner Damian Beard, CFP? correlates how a recent family trip reminded him just how important having that support truly is, especially when it comes to your financial planning team. https://lnkd.in/gv2jqNjx #FinancialPlanning #Preparedness

This month we had about 20 individuals join us for our free Financial Foundations course, which teaches about the purpose of money, spending, investing, savings, income taxes, insurance, estate planning and charitable giving. Chief Planning Officer Matt Roberts, MFM, CFP?, CAP?, Chief Investment Officer Jason Gunkel, CFA, CFP and Associate Financial Planner Jennifer Scheck dedicated two evenings to delivering this content and sharing their professional experience. Interested in learning more? Our next free Financial Foundations two-part course will be held June 17 and 24 (5:30-7:30 p.m.), and we invite you to register today at https://lnkd.in/gBv82sQx. #FinancialLiteracy #FinancialFoundations

What is the best way to approach financial decisions when navigating market volatility? Chief Planning Officer Matt Roberts, MFM, CFP?, CAP? recently spoke with Iowa Agribusiness Radio Network about the importance of having a strong knowledge base when it comes to economic news, and how staying the course could be in your best interest. #financialplanning #investment