Retirement and legacy planning

Thursday, October 15 | 5:30 - 7:30 p.m.

Join U.S. Bank Private Wealth Management for an insightful discussion focused on helping families navigate the evolving retirement and wealth transfer landscape.

Recent legislative changes have created new complexities for retirement accounts, making thoughtful planning more important than ever. During this event, our specialists will share strategies to help preserve wealth, improve tax efficiency, and prepare future generations for the responsibilities that come with inheritance.

Topics include:

  • Understanding the "IRA trap" and the impact of the SECURE Act
  • Creating tax-efficient retirement income streams
  • Roth conversion considerations
  • Aligning retirement assets with estate plans
  • Preparing heirs for future wealth responsibilities
  • Transitioning family values with family assets

SPEAKERS
Miranda Burks, CFP®
Wealth Planner
U.S. Bank Private Wealth Management

Burgundy Hajek
Wealth Planner
U.S. Bank Private Wealth Management

HOSTS
David Pargulski
Private Wealth Advisor
U.S. Bank Private Wealth Management

Mack Rankin
Private Wealth Advisor
U.S. Bank Private Wealth Management

LOCATION
Glen Oaks Country Club
1401 Glen Oaks Drive
West Des Moines, IA  50266