Blog

September is College Savings Month!

Whether you’re saving for a child, grandchild, or even yourself, it’s never too early (or too late) to start. Associate Financial Planner Damian Beard shares a few ways to make the journey easier:

·        Start early for maximum growth

·        Explore your 529 plan options

·        Take advantage of tax benefits

·        Use funds for more than tuition

·        Adjust contributions as life changes

Events

• ☕Retiree Coffee Meetup: Oct. 10 (8:30 a.m.), Syverson Strege Office; If you have recently retired, or are retiring soon, come connect with others in the same life phase, complete with coffee and pastries. Friends are welcome! RSVP here or to DLongseth@SyversonStrege.com.

• 🎅🏼Santa is Coming to Syverson Strege: Dec. 6 (2-4 p.m.), Syverson Strege Office; Get ready for some holiday cheer! Enjoy treats, kids’ crafts, a holiday movie and photos with Santa! Please RSVP here so we have an accurate count for activities and treats.

• 🎁 It’s a Wrap: Dec. 12 (9 a.m.-2:30 p.m.), Syverson Strege Office; Free gift-wrapping event for clients. Refreshments will be served. RSVP here to have your gifts wrapped.

Inside Look

Congratulations, Jennifer Scheck!

Jennifer Scheck, CFP® has been promoted to Financial Planner. She has been with the firm for 6 years and previously served as an associate financial planner. 

West Des Moines Chamber Breakfast B4 Business

We were honored to host the West Des Moines Chamber’s September Breakfast B4 Business event to help celebrate what makes our community a great place to live, work and play. 

Out and About

Kentucky Client Visit

Associate Financial Planner Lance Knaack, Financial Planner Wayne Johnson and Chief Planning Officer Matt Roberts recently returned from a great trip to Kentucky visiting clients. We’re always grateful for the chance to connect in person, learn more about what’s important to them, and strengthen the relationships that drive our work forward. Thank you to our Kentucky partners for the hospitality — we look forward to supporting your goals in the months ahead!

Philanthropy

CyHawk Competitive Food Drive benefitting DMARC

Cy-Hawk spirit + giving back = a win for everyone! Our Syverson Strege team kept the Iowa vs. Iowa State food donation drive tradition alive this year — splitting into two teams and competing to collect points for donations. Together we gathered 300 food items and raised $500 for DMARC to support families in our community. 

Central Iowa FCA Golf Classic

We were proud to sponsor and take part in this year’s Central Iowa Fellowship of Christian Atheletes (FCA) Golf Classic. An incredible day of fellowship, fun, and supporting FCA’s mission to impact lives through faith and athletics.