Please Join Us!

2024 Estate Planning Teleconference Series

May 21, 2024 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA

(3rd floor, please enter through 6th St doors)

Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.  

Topic: Marital Agreements from A to Z

Marriage dissolution, and the financial obligations that often flow from it, has become so prevalent that a client’s planning for this possibility is sometimes nearly as important as his or her core estate planning instruments. Thus, marital agreements, especially among those who have been through divorce, are becoming a foundational component of some clients’ financial security. These agreements must be closely coordinated with the client’s estate plan. Of frequent concern in this area are: 

  • What are essential requirements for all marital agreements
  • Tax issues to address in marital agreements 
  • Spousal rights in retirement assets 
  • Anticipating and handling marital issues with closely-held business interests

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.

***Please note, Cannon Financial Institute will no longer offer this teleconference series with individual logins.  You must attend in person at the host site to be eligible for CE credits. 

Pre-registration is appreciated, but not required and a complimentary lunch will be available to those who request it when registering.