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 Ag Seminar:
Planting for Tomorrow: Ag Economics, Tax Strategies, and Transition Planning
August 28, 2025
Please join Security National Wealth Management's panel of experts for timely insights and strategies on today’s most critical topics in agriculture.
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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.
July 22, 2025 Topic: Balancing Income Tax Planning and Estate Tax Planning
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August 19, 2025 Topic: Avoiding the future Disruption of an Estate Plan
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September 23, 2025 Topic: Trust Situs and Governing Law Considerations
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Upcoming Dates & Topics:
October 21, 2025 Topic: Charitable Giving - Seeking the Perfect Match Between Donor and Donee
November 18, 2025 Topic: Asset Protection Planning - What Can Succeed and What's Doomed to Failure
December 9, 2025 Topic: Ethics Issues for Estate Planners Before the Engagement Begins