News & Views
May 25, 2021
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As we approach summer, fishing is a popular hobby! Syverson Strege has several outstanding fishermen (and women) on our team so we thought you’d like to see a sample of some of their great catches! |
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Megan Geary
Walleye
Rainy Lake, Canada
17”, approx. 2 lbs.
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David Strege
Northern Pike
Manitoba, Canada
42”, approx. 14 lbs.
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Jason Gunkel (a younger version!)
Walleye
Missouri River, Bismarck, ND
8 lbs.
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Ryan Simpson
Musky
Lake of the Woods, Ontario, Canada
25 lbs.
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Julie Summa
Largemouth Bass
Farm pond in Decatur County, Iowa
8 ½ lbs.
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TC Conley
Peacock Bass
Brazil
13 lbs.
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Syverson Strege employees will be off for observance of Memorial Day on Monday, May 31. They will resume work on Tuesday, June 1. |
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**************Contest Results************* |
1,067 = # of Syverson Strege Zoom meetings in 2020.
Five clients who guessed the closest to this number were sent a Syverson Strege tumbler. Be watching for our next contest!
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Financial Foundations…financial coaching for the next generation.
We’re offering two free courses on August 5 and 12 for your children and/or grandchildren ages 20-40. They will learn about the purpose of money, spending, investing, savings, income taxes, insurance, estate planning, and charitable giving.
An internal Syverson Strege committee has been working on the curriculum for over a year, so you can be confident the course content will be outstanding.
After attending the two courses, attendees will receive a complimentary, confidential private consultation with a Syverson Strege Associate Financial Planner, plus access to the eMoney tool, just like your Client Portal.
Attendees are required to attend both courses on August 5 and 12. Registration is currently open and will be limited to the first 25 individuals or family units. Your children or grandchildren can register here.
Client Orientation Workshop
Approximately 30 clients were able to join our live virtual Client Orientation Workshop on April 15. The workshop covered the following areas:
- How to read statements
- Tax forms
- Client portal/online access
- APS (Annual Planning Session) process
- Recordkeeping/shredding documents
- Handling charitable gifts from your IRA
If you were unable to attend the live virtual workshop, you can view the recording by clicking here.
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A new phone system will be installed at Syverson Strege on May 26-28. We do not foresee any issues or disruption of service during that time, but wanted you to be aware in case you experience any issues. If you should need to call and can't get through on the main line, please call 515-290-2207.
Our team will also undergo training on the new phone system, so please bear with us as we learn all the features of the new phone system.
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Earlier this year, Syverson Strege introduced the new FIT Video Series…Financial Instruction and Teaching designed to help provide peace of mind and clarity on a variety of financial planning and investment topics. Here are two new videos we released this past month. |
Social Security
It’s something you’ve paid into all your life. Will your hard-earned contributions pay off for you? When is the best time to start collecting? Watch David Strege and Matt Roberts explain.
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Getting Organized
Does the thought of getting organized overwhelm you? Do procrastination and lack of time get in the way? Watch Wayne Johnson and Ben Geiger to help you understand how getting organized is worth the effort.
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To see all of ten of our FIT videos, click here.
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Community Involvement/Philanthropy |
This month’s Charity Discovery is EveryStep, formerly HCI Care Services, Visiting Nurse Services of Iowa, and Amanda the Panda: Center for Grief and Loss.
Their mission statement: We empower individuals, support families, and strengthen communities. When people face life's most difficult moments, we are with them, at EveryStep.
EveryStep has led the charge to address a wide variety of vital community health care and social service needs, offering prenatal support and home visits to new moms, assistance to immigrants and refugees, compassionate hospice and home care services, and grief and loss support.
EveryStep has a strong reputation and a long history of serving vulnerable populations to help them live their best lives. Today, the non-profit’s 30 plus programs, more than 370 employees, and nearly 900 volunteers offer care and support to Iowans.
Watch their short video to learn about the programs offering care and support to Iowans.
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If you’d like to donate, click here.
To view previous nonprofits highlighted in Charity Discovery, click here.
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Do you know someone looking to join our dynamic team? Syverson Strege has a job opening for a Business Development Agent. Click here to learn more about the position.
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David Strege serves as Chair Emeritus of the nonprofit, NEFE (National Endowment for Financial Education), and attended a three-day NEFE board meeting in late April. NEFE champions effective financial education and envisions a nation where everyone has the knowledge, confidence, and opportunity to live their best financial life.
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Financial Planner Wayne Johnson and Director of Marketing & Communications Julie Summa staffed a Syverson Strege booth in support of the Iowa Funeral Directors Association’s 2021 convention.
Syverson Strege is blessed to partner with IFDA as they promote and support funeral service excellence. Especially during COVID-19, these “last responders” went over and above serving their clients during a difficult time, and we thank them for their service.
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Financial Planner TC Conley and Associate Financial Planners Ben Geiger and Mike Murkins attended the FPA of Iowa luncheon to hear speakers on macroeconomics and post factor investing. |
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Managing Director Lance Gunkel joined the virtual Alpha Summit — a meeting of the minds — hosted by CFA Institute. The full-day virtual conference included industry changemakers to help attendees be challenged and inspired. |
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We were thrilled to be one of the corporate sponsors for the Des Moines Area Religious Council (DMARC) Spring Greens event. Lance Gunkel, Matt Roberts, Wayne Johnston, and their wives attended the Caribbean-themed event at Colby Park in Windsor Heights. The event included live music, a special menu and meal to match the theme, and personal “Spring Greens” picnic baskets for each guest.
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This past year DMARC assisted over 58,000 unique individuals through its network of partners. With two food warehouses and numerous community partners, DMARC is today Iowa’s largest Food Pantry Network, working to meet the needs of Greater Des Moines. This is only possible with the help of a generous community including individuals, businesses, and nearly 200 faith communities from across the religious spectrum, giving contributions of cash, food, and service. |
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Syverson Strege supported Junior Achievement by sending Jennifer Scheck, Michael Team, Jerin Young, and David Strege to compete in an afternoon round of mini-golf. Junior Achievement empowers local K-12 youth with financial literacy, entrepreneurship, and career and work readiness programming.
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Jason Gunkel, Ben Geiger, and their wives represented Syverson Strege at the “Victories & Visions” 2021 Joshua Christian Academy annual banquet on May 14.
The mission of Joshua Christian Academy is to build a Christ-centered academic foundation within the hearts and minds of urban children, equipping them and their families to serve God and others to their fullest potential through outstanding biblical education.
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In case you missed this article on social media… |
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By Larry Fowler, Founder of the Legacy Coalition
Can grandparents become a formidable force in America? Find out how in our guest blog article by the Legacy Coalition Founder Larry Fowler.
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