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 Ag Seminar

Please join Security National Wealth Management's guest speakers and panel of experts for timely insights and strategies on today’s most critical topics in agriculture.

Tuesday, August 25, 2026 |  5:30 - 7:30 p.m.

Marriott Event Center | 510 E 5th St, South Sioux City, NE

Learn More 

2026 Salvation Army Red Shield Symposium

Security National Wealth Management is pleased to serve as an in-person host site for the 31st Annual Salvation Army Red Shield Symposium.  This webcast offers a full day of continuing education for attorneys, CPAs, trust officers, financial advisors, gift planners, and other estate planning professionals.

Thursday, September 17, 2026 | 8:00 a.m. - 4:30 p.m.

Security National Bank | 601 Pierce Street 

Learn More 

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

More information and registration coming soon.

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:

September 15, 2026 Topic:  Resolving Trust Disputes Without Going to the Mat

Learn More

October 20, 2026 Topic:  Best Designs for the Exercise of Discretion by a Trustee
 

Learn More 

November 17, 2026 Topic:  Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations

Learn More 

December 8, 2026 Topic:  Estate Planning and Administration Professionals in the Dock [ETHICS CE]

Learn More