TAKE CONTROL of YOUR FINANCIAL FUTURE

Events

When it comes to your financial future, knowledge is the critical first step.

We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation, scheduled at your convenience, to discuss your specific situation, and how our process has guided hundreds of Central Iowa families to successful retirements.


Ladies Book Club!

Join us for our on-going Ladies Book Club!  This is an exclusive club for our female clients and their lady friends. This club is also open to prospective women clients who are interested in learning more about becoming financially secure and prepared for a successful retirement. We'll be meeting on the third Monday of each month, but starting a new book each quarter.  If you are interested in joining our Ladies Book Club, please call the office - 515-226-1500.  

Current Book for 4th Quarter (October - December): TBA

Our next book club meeting will be:
Monday, October 23, 2017 
Time: 6:00PM - 8:00PM 
Location: Peterson Financial Group
RSVP: 515-226-1500 or info@petersonfg.com
 

Education Events

Dates:

  • October: Monday, 10/16 - Medicare Made Clear
  • November: Tuesday, 11/14 - Reverse Mortgages

Time: Lunch & Learns from 12pm - 1pm
Location: Peterson Financial Group Education Center
RSVP: 515-226-1500 or info@petersonfg.com
 

Retirement Planning Courses

Our Retirement Planning Courses are being held locally this fall at the FFA Enrichment Center on DMACC Ankeny Campus. 

October - Retirement Planning Today 

Date Options - Thursdays, 10/5 & 10/12   OR   Tuesdays, 10/10 & 10/17    
Time - 6pm - 9pm
Topics Covered - Lifestyle Planning for Retirement, Retirement Needs & Expenses, Retirement Roadblocks & Mistakes, Retirement Income Sources, Retirement Plan Distributions, Investments, Risk Management & Asset Protection, Estate Planning
Registration - $49 (includes workbook and materials)

NOTE: Advance registration is a must - please call the office today to get your spot reserved - 515-226-1500!