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.
2024 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 Topic: Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts
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2024 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. Cover the trending topics, best practices and wellness issues surrounding estate planning with experts Stephen W. Murphy and Hugh Grady. Four Continuing Legal Education (CLE) credits, and one hour of wellness for those practicing in Iowa, will be available for those practicing in the states of Iowa and Nebraska. Additional credit options may be available.
October 23, 2024, 7:30 a.m.-1:45 p.m.
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Dessert Reception before Christmas with the Symphony
Stay tuned for more information!
Sunday, December 15, 2024, 1:30 - 3:00 p.m.