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  • September 2017 Monthly Meeting

September 2017 Monthly Meeting

  • 26 Sep 2017
  • 8:00 AM - 9:30 AM
  • Lutheran Hospital (corner of East University and Penn Avenue in Des Moines) on level B in the back of the cafeteria.

Registration is closed


September 26, 2017 - September Monthly Meeting
Speakers:  Bill Northup and Caleb Hegna

Beneficiary Designations from Two Perspectives:

Beneficiary designations are an important estate planning tool for individuals to support family and charities. While they can be a relatively simple and flexible tool, they can also create challenges and unintended consequences when not used correctly. Join Bill Northup, JD, Trust Manager with Lincoln Savings Bank and Caleb Hegna, Director of Gift Planning at UnityPoint Health - Des Moines Foundation, as they look at beneficiary designation from the perspective of a financial institution and a nonprofit planned giving program. They will explore the different types of beneficiary designations, how they can be used, ways to avoid issues and real-life examples. 



    Members are encouraged to bring a guest or guests that would make a valuable addition to the group.  There will be no charge for potential members to attend up to two meetings per year.

    We ask that you wear your respective work name badge to the meeting.  This allows other members and guests to immediately associate you with your organization!  If you do not have a name badge and RSVP for the meeting, we will have a generic nametag waiting for you,

    Agenda

    Networking and Coffee - 8:00 – 8:30 am

    As a member/guest you are welcome to stop in the cafeteria and grab a beverage and breakfast snack prior to coming into the room.  At checkout simply let the cashier know you are with the MIPGC.

    Education Program - 8:30 – 9:30 am

    Regular monthly meetings of the MIPGC are held at Iowa Lutheran Hospital (corner of East University and Penn Avenue in Des Moines) on level B in the back of the cafeteria.