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.
2025 Estate Planning for Professionals Seminar
Tuesday, October 28, 2024
7:30 a.m.-1:45 p.m.
South Sioux City Marriott Riverfront
385 E 4th Street, South Sioux City, NE 68776
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.
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SAVE THE DATE - Lunch & Learn
The One Big Beautiful Bill (OB3) and Tax Guidance Update
Thursday, December 18, 2025
11:00 a.m. - 1:00 p.m. - lunch will be provided
Security National Wealth Management | 601 Pierce Street
(3rd floor)
Tax professionals, attorneys, wealth management advisors, and business leaders - Stay current on the sweeping new tax bill signed July 4, 2025. This fast-paced two-hour program will cover key Individual and Business provisions, planning opportunities, and important changes impacting your clients.
More info to come.
2025 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.
October 21, 2025 Topic: Charitable Giving - Seeking the Perfect Match Between Donor and Donee
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November 18, 2025 Topic: Asset Protection Planning - What Can Succeed and What's Doomed to Failure
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Upcoming Dates & Topics:
December 9, 2025 Topic: Ethics Issues for Estate Planners Before the Engagement Begins
January 20, 2026 Topic: Estate Planning Under the "One Big Beautiful Bill Act"
February 17, 2026 Topic: Brave New World - Estate Planning with Digital Assets
March 24, 2026 Topic: The Role of Life Insurance in Estate Planning
April 21, 2026 Topic: The Ins and Outs of Gifts Not Subject to Gift Tax
May 19, 2026 Topic: Trust Administration Challenges Faced by 21st Century Trustees
June 23, 2026 Topic: Estate Planning and Administration Professionals in the Dock [ETHICS CE]
July 21, 2026 Topic: Valuation and Gross Estate Inclusion Issues
August 18, 2026 Topic: Tales from the Crypt (Constitution Avenue): IRS Tools and Tactics to Collect a Delinquent Tax Liability
September 15, 2026 Topic: Resolving Trust Disputes Without Going to the Mat
October 20, 2026 Topic: Best Designs for the Exercise of Discretion by a Trustee
November 17, 2026 Topic: Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations
December 8, 2026 Topic: Estate Planning and Administration Professionals in the Dock [ETHICS CE]