Through the Generations:
Women's Financial Seminar
June 30 • Dakota Dunes
Join us for Through the Generations: A Women’s Financial Seminar, geared towards informing and supporting women in their pursuit for a more secure financial future. The event — open to both women and men — includes a complimentary meal, followed by a symposium with Security National Bank's financial professional Janelle Noreen, and Security National Wealth Management's financial professionals Kyle Irvin and Chrystal Mollet, who will discuss:
- Better Budgeting
- Establishing Credit
- The Sandwich Generation
- Understanding Assets: Yours, Mine and Ours
ABOUT THE SPEAKERS
Janelle Noreen is a Financial Services Officer and Mortgage Lender for Security National Bank of South Dakota. Janelle joined the bank in 1991 and has held a variety of positions since. In June of 2003, Janelle transitioned to the Dakota Dunes location as the Branch Manager and Mortgage Lender.
During 2020, Janelle became a recognized Mortgage Originator for her eighth year. This is a recognition given out by the Iowa Mortgage Association to Mortgage Originators from across the state who meet an exceptional level of loan volume throughout the year. To qualify for the honor, lenders must help customers close at least 100 loans or $15 million in loan volume. She has been involved with the Dakota Valley Business Council and is currently the President of the Dakota Dunes Commercial Association.
Janelle knows at Security National Bank everything matters and that is why she enjoys assisting customers and their families with their first checking account, loans for vehicles and home improvements and loans for their dream home. In her spare time she enjoys gardening, golfing and spending time with her family and golden retrievers.
Kyle Irvin is the Vice President and Senior Trust Counsel for Security National Bank’s Wealth Management Division. Kyle joined the Bank at the beginning of 2020 following a successful career as an attorney at the Corbett Anderson Law Firm in Sioux City where he practiced for 15 years primarily in the areas of estate planning, probate and trust administration, corporations and real estate. Kyle has spoken at over 25 seminars for attorneys and CPAs across the region during his career and has successfully handled cases in both the Iowa Supreme Court and Nebraska Supreme Court.
Kyle is on the Board Directors for the Iowa Academy of Trust and Estate Counsel (IATEC) and is a Fellow with the American College of Trust and Estate Counsel (ACTEC). Kyle is a past president of the Iowa State Bar Association’s Probate and Trust Section and the Siouxland Estate Planning Council. As Senior Trust Council and Trust Officer, Kyle utilizes his legal knowledge to help his clients reach their goals.
Kyle knows at Security National Bank everything matters and that is why he emphasizes collaborative work with families and other professionals to achieve a positive legacy transition for clients through all stages of life. In his spare time he enjoys hiking in the National Parks with his wife and daughters and serving as an adjunct instructor at Briar Cliff University, South Dakota State University, and the University of South Dakota School of Law.
Chrystal Mollet is a Wealth Management Advisor for Security National Bank of South Dakota's Wealth Management Division. Chrystal joined the bank in 2015 and has since obtained her Certified Trust and Financial Advisor (CTFA) Designation. Chrystal 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. Participation in this organization allows Chrystal to collaborate with other estate planning professionals to obtain insights, and continuing education 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. In her spare time Chrystal enjoys fishing, foraging, and gardening. She also enjoys volunteering at the Siouxland Food Bank and Soup Kitchen.
How to Register
All registrations made before June 21 will be asked to pre-select their sandwich choice. Any registrations made after June 21 will not be able to pre-select their sandwich choice, but will be provided a meal.
To register for this event, call (712) 277-6586 or fill out the following form: