Syverson Strege’s Core Values: Integrity

By Ben Geiger CFP® Financial Planner

Of the seven core values that the Syverson Strege team strives to live by, it is no coincidence that integrity is listed first. Having strong integrity is the foundation of a firm that has deeply rooted values.

Podcast

Corporate Transparency Act

The Corporate Transparency Act went into effect on Jan. 1, 2024, and features specific reporting requirements for LLCs. In this short Finance Moment podcast episode, Financial Planner Tyler Conley provides the information you need to know and the deadlines to report by if you have an LLC. You can listen to the full episode here.

Financial Updates

Schwab/TD Ameritrade 1099 Tax Forms for 2023

A couple of weeks ago, we sent an email regarding Schwab and TD Ameritrade 1099 tax forms for 2023. You can access the full email. 

Events

Estate Planning Workshop

Tuesday, March 19 (11:30 a.m.-1 p.m.)

Syverson Strege, 4125 Westown Parkway, Ste. 104, West Des Moines

Estate planning is something everyone knows they should do, but it doesn’t always take priority because of the initial time involved to gather needed documents, cost involved to have the documents created, and the decisions that need to be made in the process. If you are looking for guidance on how to get started on your estate plan, or already have an estate plan and want to easily educate your family and/or estate executor about what you have in place, then this workshop is for you!

Syverson Strege’s Senior Financial Planner David Strege and Financial Planner Tyler Conley, along with Noah Ridgway, attorney at Hagenow Gustoff & Karas LLP, will answer the following questions and more:

• Why are estate documents needed?
• What information is needed to get started?
• What are the components of an estate plan?
• What are the next steps after documents are executed?
• How do you communicate what you have in place with those who need to know?

This event is free, but registration is required. Lunch will be provided for those in attendance. To register, visit onlyworkforyou.com/resources/events or contact Deb Longseth at (515) 225-6000 or dlongseth@onlyworkforyou.com

NCAA Tournament Client Bracket

Love college basketball? We will host a free NCAA Tournament Client Bracket again this year to rachet up the March Madness excitement! Watch for an email from Syverson Strege at 9 a.m. on Monday, March 19 that will include a link to the online bracket. All bracket entries should be completed before tip-off on Thursday, March 22 to be considered valid. Prizes will be awarded to first-, second- and third-place bracket winners, and for the worst bracket.

If you would like to be entered into a random drawing for the chance to win a March Madness prize pack, please complete your bracket by midnight on Monday, March 19 and email Deb Longseth at dlongseth@onlyworkforyou.com to confirm your entry. 

Save the Date!

• March 27: Challenges of Aging: Caregiver Concerns for the Sandwich Generation & Beyond @ Syverson Strege Office; 11:30 a.m.-1 p.m. (lunch will be provided)
• April 26: Investing Fundamentals @ Syverson Strege Office; 11:30 a.m.-1 p.m. (lunch will be provided) – Zoom option also available.
• May 1-3: Document Shredding Client Event @ Syverson Strege Office; 9 a.m.-3 p.m. each day
• May 17: Challenges of Aging: Financial Logistics at Death @ Syverson Strege Office; 11:30 a.m.-1 p.m. (lunch will be provided)
• June 20: Power of Connection Women’s Series: Financial Prep + Meal Prep @ Syverson Strege Office; 5:30-7 p.m. (heavy appetizers, beverages and meal prep ingredients will be provided)

RSVP for any – or all – of these events to Deb Longseth at (515) 225-6000 or dlongseth@onlyworkforyou.com. 

Out and About

Iowa State University Guest Speaker

Financial Planner Ben Geiger recently spoke to the Fundamentals of Financial Planning class at Iowa State University to provide insights about Syverson Strege’s culture, compensation structure, and career development opportunities within the financial planning profession, helping students to make informed decisions about the different types of advisory roles that exist.

Agribusiness Showcase & Conference

Chief Planning Officer Matt Roberts and Financial Planner Bobby Daniels attended the Agribusiness Showcase & Conference earlier this month to sit in on educational sessions regarding new cover crop programs throughout Iowa, updates regarding insurance in agribusiness, artificial intelligence and agriculture and more.

Junior Achievement’s “Our Community”

Christina Gayman, Syverson Strege’s director of communications and marketing, spent a week in February teaching Junior Achievement’s “Our Community” curriculum to a second-grade class at Heritage Elementary School in Grimes. Students learned about the different types of jobs that make up a community, how to work at a pretend pizza shop as a team, how to earn money at a job and then spend that money on items they need and want, as well as how to save. Community involvement, as well as how to create change in a community, was also explored. To learn more about JA, click here.