Meetings begin with lunch at 11:30 and will conclude by 1:00 pm.

Upcoming Meeting

January 8, 2026
Location: NCMIC 14001 University Ave Suite 300, Clive, IA, 50325
Speaker: Corey Marcous – Wells Fargo
Topic: Stablecoin and the Genius Act

February 12, 2026
Location: TBD
Speaker: Lynn Gaumer, Senior Gift Planning Consultant – The Stelter Company
Topic: 5 Key Components of Estate Planning

March 12, 2026
Location: TBD
Speaker: TBD
Topic: TBD

April 9, 2026
Location: TBD
Speaker: TBD
Topic: TBD

May 14, 2026
Location: TBD
Speaker: TBD
Topic: TBD

Previous Meetings

September 11, 2025
Location: Embassy Club West: 520 Market St, West Des Moines, IA 50266
Speaker: Jessica Richter, Forvis
Topic: Tax Bill and Its Impacts

October 9, 2025
Location: Spare Time, 340 Jordan Creek Pkwy, West Des Moines, IA 50266
Speaker: Christopher Pudenz, Iowa Farm Bureau Federation Economist
Topic: Tariffs and the Iowa Economy

November 13, 2025
Location: Gilroy’s Kitchen + Pub + Patio, 1238 8th St, West Des Moines, IA 50265
Speaker: Mark Phillips Senior Vice President Treasury Management, Green State Credit Union
Topic: National AFP Conference

December 11, 2025 from 3:30 pm-5:00 pm
Location: Either/Or 6222 Grand Ave, Des Moines, IA 50312
Join us for a social event to end the year!