Category: Financial Professional Training Session

Lunch & Learn April 30th

“A Walk Down Mainstreet”
A practical session on giving non‑cash assets (CE credit provided)

This class provides continuing education credit and offers a very approachable walkthrough of how gifts of appreciated assets, real estate, business interests, and other non‑cash assets can create meaningful planning opportunities for clients.

Presenter: Ryan Douglas, CAP®
Date: Thursday, April 30th, 2026
Time: 11:30 AM – 1:00 PM
Location: 60 Forward, 205 S. Walnut Ave., Ames

RSVP for your Seat at the Table!

April 30th: A walk down Main Street

We will be hosting a lunch and learn session for Certified Financial Planners April 30th.  A Walk Down Main Street will focus on connecting CFPs with their community.  CFPs can earn one continued education credit. 

Register now!

Thursday, April 30th, 11am – 1pm.

Lunch will be provided.

60Forward Center, Ames