Built to Give:
A Women's Financial Seminar
Women are, by nature, givers and Security National Wealth Management wants to provide a blueprint to reach your giving goals.
Join us for Built to Give: A Women’s Financial Seminar, where we'll provide tools to build your credit score and ultimately financial security and then, how best to plan to leave your legacy.
February 20 • 12:30 p.m. - 1:30 p.m.
· A complimentary box lunch will be available
· Come early to warm up with a complimentary Stone Bru coffee.
The 101 Event Space
101 W 3rd Street, Sioux City, IA
The event — open to both women and men — includes a complimentary lunch, followed by presentations by Security National Bank's financial professional Sonia Locke, and Security National Wealth Management's financial professional Chrystal Mollet, whose topics will include:
The Role Your Credit Score Plays
In Financial Wellness
How to obtain your credit score
Credit score components
How to build your credit score
Why Your Giving Plan
Needs a Will
No plan can be a bad plan
Will-vs-Trust, what’s the difference?
The value of a good advisor in planning
Register here to save your spot
ABOUT THE SPEAKERS
Chrystal Mollet is a Trust Officer for Security National Bank of South Dakota's Wealth Management Division. Chrystal joined the bank in 2015 and has since graduated from the American Bankers Association Advanced Trust School with a Certified Trust and Financial Advisor (CTFA) designation. Chrystal is the current Vice President and Committee Chair of Marketing & Development for the Siouxland Community Foundation. She has held the offices of Membership Chair, Secretary, Vice President, and President for the Siouxland Estate Planning Council and continues to participate as an active member. She is a past faculty member of the Nebraska School of Banking Advanced Trust School, and School of Trust & Financial Services. Participation in these various roles has allowed Chrystal to collaborate with other estate planning professionals to obtain insights, continuing education, and hone her skills in communication geared toward better serving her clients as a Wealth Management Advisor.
Chrystal knows at Security National Bank everything matters and that is why she is committed to listening carefully and hearing what clients are saying. She knows that it matters most to effectively understand clients in order to guide them to achieving their financial goals. She is an ardent supporter of the community, volunteering for numerous organizations including Siouxland Food Bank, Soup Kitchen, Ronald McDonald House Charities and Miracle League. In her spare time Chrystal enjoys reading, gardening, and spending time with her pugs, Oliver and Tulip.
Sonia Locke is a Retail & Mortgage Lender for Security National Bank at the Moville location and serves as a past Chair of the Iowa Bankers Association Consumer Credit School Advisory Board. Sonia joined the bank in 2004 and resides in Moville where she is able to help her customers and hometown community reach their personal financial goals and homeownership.
Sonia knows at Security National Bank everything matters and is willing to think of creative ways for financing to help her customers build financial success and grow to reach lifetime goals. In her spare time, Sonia and her husband enjoy traveling to new places, cheering on her daughter at sporting events and visiting her son at UNI.