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DTSTART:20230307T174500Z
DTEND:20230307T191500Z
LOCATION:South Sioux City Marriott Riverfront
UID:2399520230307T174500ZSecure Act 2.0 and Other Retirement Plan Topics
DTSTAMP:20260514T142524Z
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 Speakers\n \nTony Lamb has been with Security National Bank since 2021 and currently serves as Vice President and Senior Trust Counsel at Security National Wealth Management.  He previously spent seven years as a practicing attorney in Estate Planning, Business Transaction, Real Estate and Employment Law and is a member of the Iowa, Nebraska and South Dakota Bar Associations.  Tony is involved with the Siouxland Estate Planning Council, Sergeant Bluff Board of Adjustment and is a board member for Goodwill of the Great Plains. \n \nJessica Ross joined Security National Wealth Management in 2021 and is the Director of Wealth Management Business Development.  She earned her Masters of Business Administration from Baker University and has 14 years of banking experience, 7 of those in Wealth Management.  Jessica serves on the executive board of the Mater Dei PTO and is a board member for Mary Elizabeth Childcare Center and Preschool. \n
SUMMARY:Secure Act 2.0 and Other Retirement Plan Topics - Siouxland Estate Planning Council, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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