Planning your financial future is important. That's why at Security National Bank, we do everything we can to help you succeed. So join us at an upcoming event, learn a little something and tell us how we can help you achieve your financial goals. Because when you thrive, our community does too. It matters.
September 27: The Red Shield Symposium
If you are an Attorney, Certified Financial Planner, Accountant, Bank Trust Officers or other Planning Professional this is your invitation to The Salvation Army’s renowned estate planning conference. This is an in-person webcast hosted by Security National Wealth Management in 2 locations: South Sioux City and Sioux Falls. The focus is on bringing together donor advisors to learn the latest on estate planning and the effects that legislation has on charitable donations. Learn More
October 4: Building Wealth Through A 1031 Exchange
A 1031 exchange is an investment strategy that allows an investor to defer capital gains tax when selling a trade, business, or investment property, provided they reinvest the proceeds into “like-kind” property. The purpose of a 1031 exchange is to encourage active reinvestment in the real estate market and to enable investors to leverage their capital more effectively by postponing tax liability. Join us for lunch to learn how 1031 Exchanges can benefit you.
October 25: Estate Planning For Professionals Seminar
Are you an Attorney, Trust Officer or Wealth Management professional? Cover the trending topics, best practices and ethical issues surrounding estate planning with expert Stephen W. Murphy. Continuing Legal Education (CLE) credits along with additional credit options will be available.
December 17: Dessert Reception before Christmas with the Symphony
Stay tuned for more information