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Community Speakers Bureau
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Finance topics Consumer Credit Counseling Service of Northeastern Iowa by Gretchen Tempel – Money is a serious problem for thousands of people. No matter how much you earn, you could still find yourself in a financial squeeze because of inflation, overusing credit, medical bills, and poor money management. Gretchen gives an informational presentation to educate consumers about the wise use of credit and also provide homebuyer education. Credit Information for 60-Plus’ers by Gretchen Tempel – Credit needs change as we age, and this counselor is willing to present information to 60-plus’ers regarding reverse mortgages and representative payeeships. Credit When Credit Is Due by Gretchen Tempel – Using the “textbook” that she often uses in client classes, Gretchen is prepared to define credit issues (buying a car, buying a home, using credit cards, handling money), identify characteristics of persons who need credit counseling, and discuss the benefits of being in a structured program. Endowment Building & Estate Planning for Financial Advisors: How the Community Foundation of Marshall County Can Partner With Advisors to Benefit Their Clients and the Community At Large by Betsy Macke & Carrie Barr – This presentation will include suggestions of possible ways to use financial planning tools together with the Endow Iowa legislation and tax benefits in dealing with community foundations for the benefit of clients and the community. Estate Planning Under Current Tax Rules by James L. Goodman – It’s always the right time to learn about estate planning and Jim’s expertise will get you moving. Review federal gift and estate tax rates and credits, rules on unlimited marital deductions, and Iowa Inheritance Tax rules. Financial Planning by Kileen D. Rezac – Kileen will speak to small or large groups with various time limitations. Topics may include retirement, estate and college education planning, budgeting, and general investing techniques depending on your group’s needs and interests. Get Checking by Gretchen Tempel – Learn more about workshops that can help residents qualify to access checking account services. Make Your Move by Gretchen Tempel – This is a big step for many. Learn more about becoming a first-time homebuyer and about workshops for those people. Revocable Living Trusts by James L. Goodman – This general discussion of revocable living trusts includes a comparison of revocable living trusts to wills, advantages and disadvantages, tax aspects of revocable living trusts, and why more people consider using revocable living trusts. Successful Investing by Jeffrey A. Schwarck – To be secure in the knowledge of successful investing, an individual must achieve four investment goals. Jeffrey will identify and describe these goals and how they can be attained. Transfer of Wealth & The Possible Benefit to Marshall County Charities by Betsy Macke & Carrie Barr – The anticipated transfer of wealth from one generation to the next in the coming 50 years was studied by The Community Vitality Center at Iowa State University. Specific information about Marshall County is included in this presentation, as well as possible ways the information could be used to benefit charitable organizations in Marshall County. When the Stock Market Crashes by Jeffrey A. Schwarck – Jeffrey will compare Black Monday, October 19, 1987, with Black Tuesday, October 29, 1929. He’ll also discuss current stock market trends and issues.
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3702 S. Center St., Marshalltown, IA 50158 • Ph: 641-752-4643 • E: ivinfo@iavalley.edu |
