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DTSTART:20221004T164500Z
DTEND:20221004T181500Z
LOCATION:South Sioux City Marriott Riverfront
UID:2318820221004T164500ZIntentional Planned Giving
DTSTAMP:20260514T143649Z
DESCRIPTION:\nItinerary\n \n11:45 a.m. Networking\n \n12:00 p.m. Lunch\n \n12:25 p.m. Business/Announcements\n \n12:30 p.m. Presentation\n \n1:15 p.m. Conclusion\n \nAbout the Speaker\n \nBlake lives in Des Moines, Iowa. He serves as a resource for financial advisors\n in the firm’s Central division. Blake focuses on wealth transfer planning—including trust and estate planning,\n business succession planning, charitable and stock option planning. He works\n in collaboration with clients’ attorneys, accountants and other professionals\n to implement a holistic planning approach. In addition, Blake frequently\n conducts seminars and educational presentations for clients and groups\n on a variety of topics relating to wealth transfer and charitable giving.\n Before joining RBC Wealth Management in 2018, Blake spent 11 years in\n the fi nancial services industry. In each role throughout his career, Blake’s\n served as a specialist helping families and businesses of all sizes plan\n for the successful transfer of wealth. He previously worked at Syverson\n Strege & Company, where he served as president; Merrill Lynch, where\n he served as vice president, trust and estate specialist; and Farm Bureau\n Financial Services, where he served as director of Advanced Markets. Blake\n received his Juris Doctorate from Drake University Law School and his\n undergraduate degree from the University of Utah. He has also attained his\n Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter\n (CLU®) designations and passed the Series 7, 63 and 65 exams.\n Outside of the offi ce, Blake likes to embark on outdoor adventures with his\n wife, Betsy, son, Louis, daughter, Orlynn, and Irish Wolfhound, Barnaby.\n
SUMMARY:Intentional Planned Giving - Siouxland Estate Planning Council, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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