Events
Upcoming Events
LEARN - Some of the Best Ways to Keep Track of Your Accounts
I get a lot of mail about my accounts.....that I'm not that interested in. When I get the mail, it is old. Is there a better way for me to stay informed? There probably is!
December 7, 2023
3:00p - 7:00p
Knox Financial Services Holiday Event - Decorah
Knox Financial Services Holiday Open House - Decorah
We appreciate you! We believe the Journey is better when we spend time with others. Our Holiday Events are a time to gather, share fellowship, and celebrate holiday cheer! We look forward to celebrating with you!
December 14, 2023
4:00p - 8:00p
Knox Financial Services Holiday Event - West Union
Knox Financial Services Holiday Open House - West Union
We appreciate you! We believe the Journey is better when we spend time with others. Our Holiday Events are a time to gather, share fellowship, and celebrate holiday cheer! We look forward to celebrating with you!
LEARN - Go beyond 401(k), Accelerate Your Retirement Savings and Tax Deferral with Cash Balance Plans
Go beyond 401(k) contributions and the resulting tax reduction with a Cash Balance Plan.
CPR Certification
At Knox Financial Services, we wish to help by offering CPR training sessions. With our classroom session, you will experience an instructor-led, hands-on class format, that teaches or reinforces skill proficiency. Upon completion of the class, you will have the opportunity to receive your certificate of completion.
LEARN - 529 to Roth IRA? Yes, starting in 2024!
529 to Roth IRA? Yes, starting in 2024!
LEARN - Should I retire? 5 questions to ask yourself prior to retirement, only 2 of them are financial!
Should I retire? 5 questions to ask yourself prior to retirement, only 2 of them are financial!
KNOX FINANCIAL SERVICES SXS JOURNEY
Enjoy scenic northeast Iowa on an off-road adventure. We believe the Journey is better when you spend time with others.
LEARN - It's never to early to develop good financial habits. A child's First Portfolio.
Developing lifetime financial habits early may be the key to a successful financial future. Helping your child, grandchild, or any young person you care about develop these habits may be the gift that lasts their lifetime.
Knox Financial Services Tin Cup Golf Outing
KNOX FINANCIAL SERVICES GOLF Please join us for our 2024 Knox Financial Services Tin Cup Golf Outing. Lunch is provided for registered players and teams. The golf outing is limited to our registered clients and their registered guests. The Tournament is two-person, best shot format. Flights will be arranged for competitive golfers, average golfers, and those just seeking a fun day.
Past Events
September 20, 2023
5:15p - 5:45p
Decorah office, West Union office, and via web meeting
LEARN - Required Minimum Distributions
I saved it, now I have to take it....or should I give it away: All about Required Minimum Distributions and Qualified Charitable Distributions.