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Impactful Giving

Nov 01, 2018 11:30 AM - 01:00 PM Central Daylight Time
1250 NW 128th St Ste. 200 Clive, IA

Research shows women are motivated to give charitably because we want to make an impact and help others. But to stretch your donated dollars farther, it is important that you understand the recent tax reform and give strategically. Join us for lunch on November 1st to learn more and share ideas with other like-minded women.

All About Swings

Aug 08, 2018 11:00 AM - 01:00 PM Central Daylight Time
11865 Hickman Rd Urbandale, IA

Join us for this fun and unique event! We will be discussing swings in the stock market as well as receiving one-on-one instruction and tips to improve our golf swing.


Hosted By: Mari Bunney, Financial Advisor

Date: Wednesday, August 8, 2018

Time: 11 a.m. - 1 p.m., Lunch will be provided

Sponsor: MFS Funds, Ross Haeberle

Mythbusters: Wine and Wealth Edition

Apr 17, 2018 05:30 PM - Apr 17, 2018 07:00 PM Central Daylight Time
Wasabi 9500 University, Ste. 2101 West Des Moines, IA

Is all wine better with age? Are women more risk averse than men? Join us for a special wine tasting with Karla Walsh as we dispel a few of the most common myths regarding wine and wealth.

2018 Tax Update Lunch

Mar 28, 2018 11:30 AM - 01:00 PM Central Daylight Time
1250 NW 128th St. Ste. 200 Clive, IA

The new Tax Cuts and Jobs Act brings the most significant tax changes in 30 years. Join us as special guest Amie Kuntz, CPA with TD&T Advisors, shares the highlights to help you understand and leverage all the changes.