Upcoming Events
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.
2026 Estate Planning for Professionals
Are you an Attorney, Trust Officer or Wealth Management professional? Join Security
National Wealth Management for a day of expert analysis, practical knowledge, and
networking opportunities with fellow professionals in the field. Stay ahead in the
ever-evolving landscape of trust and estate planning.
Tuesday, October 27, 2026 | 7:30 a.m. - 1:45 p.m.
Marriott Event Center | 510 E 5th St, South Sioux City, NE
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2026 Estate Planning Teleconference Series
If you are a CPA or attorney working in estate planning, this is your opportunity to
connect and collaborate with other professionals on relevant issues while earning
continuing education and learning credits to preserve valuable business credentials.
Upcoming Dates & Topics:
October 20, 2026 Topic:
Best Designs for the Exercise of Discretion by a Trustee
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November 17, 2026 Topic:
Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations
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December 8, 2026 Topic:
Estate Planning and Administration Professionals in the Dock [ETHICS CE]
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