cfre_conted_logo17MIPGC offers seven educational breakfast meetings and an annual conference each year.

Educational breakfast meetings are held at Iowa Lutheran Hospital at the corner of East University and Penn Avenue in Des Moines. The meeting room is located on Level B, Conference Room A, adjacent to the hospital cafeteria. Networking starts at 8:00 AM followed by the presentation from 8:30 – 9:30 AM.  Attendees are welcome to pick up a complimentary light snack and beverage from the hospital cafeteria on their way to the meeting.  Simply say you are with the MIPGC meeting when checking out.

Bring a guest! Guests are welcome to attend, free of charge up to two meetings per year.

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2017-2018 Meeting Schedule

September 26, 2017 – Speakers: Bill Northup and Caleb Hegna, “Beneficiary Designations from Two Perspectives”
Beneficiary designations are an important estate planning tool for individuals to support family and charities. While they can be a relatively simple and flexible tool, they can also create challenges and unintended consequences when not used correctly. Join Bill Northup, JD, Trust Manager with Lincoln Savings Bank and Caleb Hegna, Director of Gift Planning at UnityPoint Health – Des Moines Foundation, as they look at beneficiary designation from the perspective of a financial institution and a nonprofit planned giving program. They will explore the different types of beneficiary designations, how they can be used, ways to avoid issues and real-life examples.

Click here to RSVP/Register!