News & Views
July 25, 2022
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A Tumor Board and a Financial Planning Committee: What Do They Have in Common?
by Matt Roberts, MFM, CFP®, CAP®, Chief Planning Officer, Financial Planner
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What is a tumor board and what does it have to do with financial planning?
According to Cancer.Net, a tumor board is a group of doctors and other health care providers with different specialties who meet regularly at the hospital to discuss cancer cases and share knowledge. The board’s goal is to determine the best possible cancer treatment and care plan for an individual patient. As cases are reviewed, fresh perspectives from other doctors make it much easier to come up with an effective plan.
For example, my friend’s mother-in-law was treated…
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6 Financial Mistakes You Don’t Want to Make
By Ben Geiger, CFP®, Senior Associate Financial Planner
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No one wants to make mistakes, especially when it comes to your money.
Unfortunately, small missteps early on can leave large lasting impacts to your finances years down the road. So, let’s take a look at mistakes that you should avoid …
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After our July staff meeting, the Syverson Strege team had an afternoon of team bonding at Smash Park in West Des Moines! Activities included a fierce competition on the pickleball court, foosball mania, games of Connect 4, a lively cornhole competition, and great out-of-the-office casual conversations. For the second year in a row, the winners of the pickleball tournament were doubles partners Jason Gunkel and Tyler Conley! |
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Cameron Pietzsch
We are thankful and excited to welcome Cameron as our new full-time Client Service Associate. Cameron will provide support to Financial Planners and Associate Financial Planners in the development of comprehensive financial plans and service to our clients. To learn more about Cameron, click here. By the way, his last name is pronounced “peach!”
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- In April, we had our first of five monthly contests in celebration of Syverson Strege’s 25th anniversary.
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Each month we will post two contest questions in the News & Views newsletter.
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Please email Deb Longseth with your answers.
- One random person with the right answer (or closest to the right answer) will win and be mailed one of our cool camper mugs!
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Contest questions for this month: |
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How many current Syverson Strege employees are related? |
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We have 23 employees. As of this month, how many collective years have they worked at Syverson Strege?
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Answers from the June contest:
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How many out-of-state clients does Syverson Strege serve? Of our approximately 530 clients, 134 of them live out of state. We are able to effectively serve clients virtually with the latest technology, including Zoom meetings.
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How many office locations has Syverson Strege had since 1997? Four. We are very thankful for and satisfied with our current location in West Des Moines that has extra space for future growth. Click here to see a "drone" tour of our current office!
Good luck on this month’s contest!
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Events - Register Now for These Upcoming Events! |
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Workshop: Grandparenting in Today’s World |
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Tuesday, August 9
2:00-4:00 PM
Syverson Strege Office
What makes grandparenting an opportunity worth investing in? How is grandparenting in today’s world both a challenge and a blessing? Find out the answers and more at our upcoming free workshop: “Grandparenting in Today’s World.”
At the workshop, you’ll learn:
- what an amazing influence you are in your family.
- how your role and responsibilities differ from a parent.
- how to teach values to your grandchildren.
- how to be more intentional to perpetuate your faith to future generations.
- enjoyable activity ideas to make lasting memories with your grandchildren.
Our featured speakers are Jon Ness from the Legacy Coalition, Lori Elmitt, grandmother of six, and Wayne Johnson, resident grandfather at Syverson Strege.
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Also, at the event – prizes, refreshments, and sharing time with other grandparents!
Invite your friends and join us on Tuesday, August 9 at 2 PM at the Syverson Strege office at 4125 Westown Parkway, #104, West Des Moines, Iowa. Seating is limited so register today!
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Syverson Strege Style Show for Women |
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Tuesday, September 13
10:00 AM
Raccoon River Park Nature Lodge in West Des Moines
Invite a friend and come to Syverson Strege’s first-ever style show for women on Tuesday, September 13 at 10:00 AM!
See the latest fall fashions modeled by Syverson Strege employees and enjoy a coffee bar, refreshments, and prizes!
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In addition to the fashion show, Nicole Kems, boutique owner, will share about:
- Joyful dressing techniques
- Sassy scarf tying
- Creative layering of accessories
- Essential and fashionable fall trends
Join us on Tuesday, September 13 at 10:00 AM at the Raccoon River Park Nature Lodge in West Des Moines. No cost, just fun! Mark your calendar, invite your friends, and register today!
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Client Orientation Workshop |
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Thursday, August 25
2:00 PM
Syverson Strege Office and via Zoom
We are offering an in-person (and virtual) Client Orientation Workshop for new and established clients. The workshop will be held at the Syverson Strege office or via Zoom on Thursday, August 25 at 2:00 PM.
The workshop will cover the following areas:
- How to read your statements
- Tax forms
- Client portal/online access
- APS (Annual Planning Session) process
- Recordkeeping/shredding documents
- Handling charitable gifts from your IRA
If you come in-person, please bring your devices so you can practice logging in to your client portal. If you join virtually, you will have ample opportunity to ask questions and interact with the financial planners.
Register for the event on Thursday, August 25 at 2:00 PM.
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Market Update - 2nd Quarter |
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What is the future of inflation and economic growth? Find out four possible scenarios by watching our Q2 Market Update video. Chief Investment Officer Jason Gunkel also reviews the market downturn, rising interest rates, and the likelihood of a recession.
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Syverson Strege
4125 Westown Parkway, Suite 104
West Des Moines, IA 50266
515-225-6000
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