News & Views 3rd Quarter Newsletter |
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The Millionaire Next Door: The Gift That Changed My Life
By Lance Gunkel, CFP®, CFA, Managing Director
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It was the day after my high school graduation party, and I opened many cards wishing me well in college and giving me $20 to help along the way.
The final gift I opened was a...
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Why Little Details Matter in Football and in Financial Planning
By Ben Geiger, CFP®, Associate Financial Planner
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This is the end of the third quarter. Yes, it is the end of the 3rd calendar quarter, but I am referring to the words uttered by a football referee. It’s the phrase that increases excitement, anxiety, and stress as we hope our team can pull away with a mark in the “W” column.
For an avid football fan like me, football season is...
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What You Need to Know About Planning for Long-term Care
By Mark Hanson, CLTC
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Long-term care can be an emotional topic. It’s not exactly something you want to talk about with your friends and family. After all, no one wants to think about themselves or their loved ones being unable to care for themselves. |
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Syverson Strege team members brought a delicious potluck item to share and came dressed and ready to cheer on their favorite team at an Iowa State vs. Iowa tailgate party at the office. |
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Marketing Lunch and Learn |
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The team was all smiles at the Marketing & Communications Lunch and Learn due to Chick-fil-A, prizes, and fun info about Syverson Strege’s marketing strategies! They learned how to share posts on Facebook, how to invite people to “like” Syverson Strege’s Facebook page, why they should care about marketing, upcoming events, and why client experience and client care are top marketing priorities. |
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Cybersecurity Lunch and Learn |
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The Syverson Strege team had an opportunity to learn more about personal and corporate cybersecurity at our September Lunch and Learn from Tim Stoops, Principal Security Analyst at Access Systems and also a CEH (Certified Ethical Hacker). Tim gave the presentation, “A Day in the Life of a Hacker,” and said phishing is the #1 threat to individuals and ransomware costs businesses more than $75 billion per year.
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Community Involvement/Philanthropy |
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Syverson Strege was honored to sponsor the “Game for Good!” Central Iowa players and celebrities competed in a charity softball game at Principal Park to support Can Play Sports youth development, mentorship, health, and community building through athletics. Former professional baseball player and former Syverson Strege employee, Adam Steen, represented Syverson Strege on the field! |
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Maddie Cunningham's Classic Volleyball Tournament |
David Strege contributed his volleyball skills at Maddy’s Classic Volleyball Tournament! Syverson Strege was privileged to sponsor the annual tournament which began in 2007 in support of 3-year-old cancer patient, Maddy Cunningham (now a cancer survivor). All proceeds benefited kids with cancer in Iowa through Children’s Cancer Connection. This is the tournament’s final year after having raised over $234K in 15 years!
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Des Moines Marketing Seminar
Director of Marketing & Communications Julie Summa, and Deb Longseth, Executive Assistant & Events, attended a marketing seminar to receive insights for 2022 marketing strategies from some of the top industry leaders in the Des Moines metro area.
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OneFPA Advisory Council
Syverson Strege Financial Planner Tyler Conley, MBA, CFP®, CEPA®, a member of the OneFPA Advisory Council, attended their recent meeting. The OneFPA Advisory Council is a consultative, advisory body that provides macro strategic input to the Board of Directors on key issues that impact FPA (Financial Planning Association) and the profession of financial planning. Tyler is the former president of the local FPA of Iowa chapter.
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Ignite your Legacy Forum
Johnne Syverson, David Strege, Jason Gunkel, and Julie Summa from Syverson Strege enjoyed the Ignite Your Legacy Forum sponsored by the Iowa Christian Generosity Council (ICGC). Johnne is the Chair of ICGC and Julie is an individual member.
The Iowa Christian Generosity Council is a passionate group of like-minded leaders and non-profits who inspire, educate, and motivate Kingdom-minded generosity.
The keynote speaker, John Stanley, inspired the crowd to have a game plan for a generous life and sharing from an abundance rather than giving from what is leftover. He is the author of Connected for Good: A Game Plan for a Generous Life and the creator of the Generosity GameplanTM.
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What was former President Ronald Reagan referring to when he said, “It is as violent as a mugger, as frightening as an armed robber, and as deadly as a hitman?” Inflation! Is inflation really that frightening? Jason Gunkel describes what type of inflation is actually good for the economy and which type is not in this Finance Moment.
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How does rising inflation affect your portfolio? Learn what you need to know on Tuesday, November 16 with Jason Gunkel, Chief Investment Officer, and Georgi Popov, a senior vice president and product strategist from PIMCO, a global investment management firm.
Learn about:
- The history of inflation
- What causes inflation
- Ramifications of the growing national debt
- How inflation affects your investment portfolio
- How inflation changes purchasing power
- Whether current inflation will be a repeat of the ’70s
- Types of inflation that are good for the economy
- And more…
Also, at the event – prizes, refreshments, and Q&A with the professionals! Join us on Tuesday, November 16 at 3:00 PM at our office or virtually through Zoom! Registration will be open soon.
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Client Appreciation Event - A Success! |
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Debbie and Deb Greeting Clients |
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Our Client Appreciation Event was a huge success! Thanks to our clients who joined us for an afternoon of fun, activities, ice cream, and jazz music by summer intern Jack Curtis. Raccoon River Park Nature Lodge in West Des Moines was the perfect setting for an afternoon of appreciation for our amazing clients! |
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Summer Intern Jack Curtis on Jazz Guitar |
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Syverson Strege
4125 Westown Parkway, Suite 104
West Des Moines, IA 50266
515-225-6000
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