Happenings Palmer Memorial Foundation receives Knox Financial Casual Thursday & Friday Donation February 12, 2020 | West Union: Knox Financial team members enjoy casual dress on Thursdays & Fridays. Each team member contributes to a local charity each month, with Knox Financial matching all team member contributions. Palmer Memorial Foundation is the recipient of our January, 2020 contributions.With our casual dress on Thursdays and Fridays, please know we will continue to maintain our focus on client's needs. When you are in the office, ask our team members about the charitable organization selected for the current month. A little fun and helping a great cause - a winning combination.L to R: Steffani Otto, Jason Knox, Jamie Hoey from Palmer Memorial Foundation, Amber Knox and Lindsey Boyer. Knox Financial hosts 2019 Summit January 17-19, 2020 | Dubuque, IA: Knox Financial team members attended our 2019 Summit, "Look Forward to 2020!" The annual conference is an opportunity to share best practices, receive training and implement processes to improve services for our clients. This year's conference included training about the service enhancements we will offer clients in the coming year.Bob Cogan's presentation, "The Firms Position for 2020" covered strategies and processes necessary to succeed in the new year and beyond. Dr. David Gehling's "People, Priorities, Progress. The Pathway for 2020" showed how our individual actions may have meaningful impact to our clients. G.W. Bond provided education on the new tax laws with "Taxes in 2020." Jason Knox presented information about our firm's milestones in 2019, our strategies for 2020, including our preparations for coming FINRA regulation BI (best interest). The weekend events also included team building activities. This year's attendees were Bob Cogan, David & Teresa Gehling, Gary Bond, Helen Weber, Lindsey & Greg Boyer, Steffani Otto, Terry Chensvold, Amber & Jason Knox. Thank you for all that attended. We Look Forward to 2020! Knox Financial Casual Days to Benefit Local Organizations January 09, 2020 | West Union: Knox Financial team members will enjoy casual dress on Thursdays & Fridays. Each team member is making a contribution to a local charity each month, with Knox Financial matching all team member contributions. With our casual dress on Thursdays and Fridays, please know we will continue to maintain our focus on client's needs. When you are in the office, ask our team members about the charity we are donating to this month. A little fun and helping those less fortunate than us - a winning combination. Knox Financial Team Enjoys Holiday Outing December 20, 2019 | West Union: The Knox Financial Team enjoyed a holiday outing to celebrate a successful 2019.All of us at Knox Financial wish you the most joyous Christmas and a prosperous 2020. Knox Financial hosts Look Forward! to 2020 Open House December 12, 2019 | West Union: Thank you to all that attended our Look Forward! to 2020 Open House. We wish all our clients a wonderful holiday season and successful 2020. Jason Knox attends Lincoln Investment Wealth Management Forum October 1st - 3rd, 2019 | Philadelphia: Jason Knox recently attended the 2019 Lincoln Investment Wealth Management Forum held in Philadelphia, PA. This annual event provides representatives with industry updates, inspirational keynote speakers, breakout sessions, and an opportunity for the attendees to network with their peers. This is Jason's 10th year attending Lincoln Investment's Wealth Management Forum. Jason Knox commented: “With our ever-changing industry, our core mission - helping our clients achieve financial success-has not changed since I started in the business over 20 years ago. The ways we analyze and present information, the services we provide and products we use continually evolve. Lincoln Investment and Capital Analysts are great partners providing resources, technology, experience and compliance while our team assists our clients in pursuit of their financial goals. I truly appreciate the Lincoln Investment Companies' commitment to provide resources while our firm remains independent and focused on our clients’ needs.”Lincoln Investment is celebrating their 50th anniversary. Lincoln is a leading broker/dealer with over 1,100 financial advisors nationwide and serves the financial needs of over 364,000 clients representing $36 billion in assets. Knox Financial Opens West Union Office September 16, 2019 | West Union: Knox Financial's newest office location is now open at 309 HWY 150 N, West Union, IA 52175. In addition to our Decorah, IA office location, and Ottumwa, IA meeting location, we seek to offer more convenient meeting options for our clients. Our toll-free number, 1-877-566-9468 applies to all locations.“I’m very excited to see the West Union office open," commented Jason Knox. "We truly appreciate our clients, and look forward to meeting with them in their choice of location."Please stop by any of our locations or call 1-877-566-9468 to arrange an appointment. We look forward to your visit. Knox Financial Names Steffani Otto as Branch Administrator August 5th, 2019 | Decorah, IA: Steffani Otto was promoted to Branch Administrator. With her new role, Steffani will expand her responsibilities with client financial transaction requests. We appreciate Steffani's dedication to ensure clients are served timely. Knox Financial Hosts Open House July 25th, 2019 | Decorah, IA: Knox Financial hosted an open house during the Nordic Fest opening ceremonies. https://nordicfest.com/ Thank you to all that attended, we enjoyed our visits with you. Knox Financial Advisors and Team Complete Training Series July 12th, 2019 | Decorah, IA: Knox Financial Advisors and team members completed our summer Advisor Training Series. In addition to our industry continuing education, our firm systematically hosts ongoing education seminars. The summer session included 8 weekly two-hour sessions, where our team learned industry updates, best practices, and ways to better serve our clients. At Knox Financial, we value education and appreciate our Advisors and team members commitment to ongoing learning. Knox Financial Participates in Local Parades July 6th, 2019 | Arlington, IA: Team members from Knox Financial participated in the Arlington Days Parade and enjoyed catching up with our friends in the area.July 4th, 2019 | Aurora, IA: Knox Financial team members enjoyed participating in the parade and visiting with our friends in the area.June 29th, 2019 | Elgin, IA: Knox Financial team members participated in the Elgin Homecoming Parade. After the parade, we enjoyed visiting with friends and local activities. We look forward to the next parade in 2024. Knox Financial Staff Member Completes Exam June 6th, 2019 | Coralville, IA: Lindsey Boyer passed the Securities Industry Essentials (SIE) exam. Congratulations to Lindsey for her success. We look forward to Lindsey joining our team full time in July. Knox Financial Begins Text Message Use June 1st, 2019 | Decorah, IA: We are excited to begin communicating with clients via text message! Our number for text (SMS) messages is 563-412-4770. At Knox Financial, we wish to communicate with each client in the manner they prefer, be it in person, phone, email and now text! Knox Financial Staff Members Pass Examinations May 30th, 2019 | Waterloo, IA: Amber Knox and Steffani Otto passed their Iowa life insurance examinations. Congratulations to our team members for their success. Knox Financial Welcomes Lincoln Investment May 21-22, 2019 | Decorah, IA: Melissa Taber, Compliance Advisor from Lincoln Investment, visited our office locations for our annual inspection. This was an opportunity for advisors and staff to review our current procedures and operations, to help ensure compliance with industry regulations and firm policies. Knox Financial Walks 5K May 11th, 2019 | West Union, IA: Knox Financial Team Members participated in Gundersen Palmer’s Walk/Run 2019. As part of their Get Fit! 2019 program, staff enjoyed a brisk walk in West Union. Jason & Amber Knox attend Lincoln Investment President's Club April 29th - May 1st, 2019 | Hollywood, FL: Jason & Amber Know attended Lincoln Investment's President's Club. The annual conference recognizes financial advisors that maintain consistent dedication and achieve specific criterion helping clients achieve their financial goals. The event is an opportunity to receive training, learn and share best practices with valued colleagues. Jason Knox Recognized for Leadership March 8, 2019 | Des Moines: Jason Knox was recognized with a Leadership Award at the 2019 Main Street Iowa Awards. The Main Street Iowa Leadership Awards recognize the efforts of those who work day-in and day-out to revitalize Iowa’s downtowns – the heart and soul of communities across the state. The awards honor outstanding accomplishments, activities and people making a difference in the state’s 53 Main Street districts.The honors were presented by Governor Kim Reynolds, Iowa Economic Development Authority (IEDA) and Iowa Finance Authority Director Debi Durham and James Engle, director of IEDA’s Downtown Resource Center. In 1985, the Iowa Legislature adopted the National Main Street Center’s Four Point Approach to district revitalization by establishing Main Street Iowa within the agency that is now the IEDA. Since inception, the state program and its communities have been considered examples of excellence in the national effort to revitalize historic commercial districts across the country. Knox Financial hosts Look Forward! to 2019 Team Conference December 14th - 15th, 2018 | La Crosse: Knox Financial welcomed our team and guests to our Look Forward! to 2019 education and planning conference. Jason Knox presented a summary of our prior year, the state of Knox Financial, and the steps we will implement in 2019 to elevate our clients' experience. Dr. David Gehling presented a "A Check-Up From The Neck Up", where we learned how "being" instead of "doing" may lead to better personal and professional outcomes.Gary Bond provided a summary of the many tax law changes.The annual conference is an opportunity to share best practices, receive training and implement processes to improve services for our clients. Thank you to our staff and guests for taking the time to attend. We Look Forward! to 2019! 2019 Events Knox Financial Hosts Holiday Open House December 6th, 2018 | Decorah: Knox Financial welcomed clients and guests to our Look Forward to 2019! holiday open house. Thank you to all that attended. Thank you to Tim Leonard, Sr. Advisor Consultant from Lincoln Investment, for assisting with our open house. All of us at Knox Financial wish everyone a happy holiday season and a wonderful new year! Knox Team Members Attend Lincoln Investment Administrator Conference November 12th - 13th, 2018 | Philadelphia: Amber Knox & Steffani Otto recently attended the 2018 Lincoln Investment Administrators Conference held in Philadelphia, PA. This annual event provides administrative professionals with operational training, industry updates, keynote speakers, breakout sessions, and an opportunity for the attendees to network with their peers.Amber Knox commented, “Lincoln's best asset is their people. They are always willing to go the extra mile assisting our local office team in delivering solutions for our client's individual needs. They are great partners, and I look forward to the years to come.”Steffani Otto added, "Doing business with Lincoln is fast, easy, and most important, accurate. This allows Jason and our team to spend more time focusing on our clients’ needs.” New Knox Financial Minutes to Air September 20th, 2018 | New Knox Financial Minute segments begin airing this week. Knox Financial Minutes are 60 seconds of financial education heard on KVIK 104.7 and KNEI 103.5 radio. Knox Financial Minutes are available on demand: Click here to listen to the complete library. Knox Financial Announces Second Opinion Services September 5th, 2018 | A second opinion of your financial situation may provide you a new perspective, useful information, or reassurance. We are pleased to announce our second opinion service. Using the initial steps of our Look Forward! planning process, our team analyzes your current plan and portfolio. Regardless of the outcome, you will receive a professional analysis of your current situation. Contact Us for an initial discussion to see if you are eligible for our complimentary Second Opinion Service. 2018 Corn Festival Benefits Local Organizations August 10th, 2018 | Knox Financial and GW Bond & Company were cosponsors for the 2018 Wadena Corn Fest. Attendees enjoyed complimentary sweet corn and brats. All donations received benefit the Wadena-Illyria Fire Department and the Wadena Public Library. We Look Forward! to the 2019 Corn Fest, scheduled for August 9th, 2019. Knox Financial Provides New Account Information Service July 23rd, 2018 | At a time when instant information is available on almost any device, 24/7, we are pleased to provide the same access to your investment portfolio.Albridge Wealth Reporting offers additional ways to view, report and analyze your portfolio, including overall asset allocation, rate of return calculations, and transaction details. Ablridge's proprietary technology consolidates and reconciles Client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more. Albridge Wealth Reporting allows you to see your entire portfolio, with much detail, at your convenience.We are also pleased to make available automated reports of your accounts on a monthly or quarterly basis. Each month or quarter, you may receive custom account reports via email. Contact Us to get started. Go to Wealth Reporting Knox Financial Welcomes Robert Cogan for Education July 9th, 10th & 11th, 2018 | Knox Financial welcomed Robert Cogan from Strategyb4tactics for Team education. Mr. Cogan worked with our Team to utilize state of the art technology and processes that will enhance the services available to our clients. We Look Forward! to implementing more innovative ways to communicate with and serve our Clients' needs. Mr. Cogan holds CLU and ChFC designations and started his career as a financial advisor, becoming an associate branch manager before advancing to Vice President of Marketing, then CEO and Vice Chairman of Capital Analysts Incorporated, an independent broker/dealer and Registered Investment Advisory firm. He served as chairman of the B/D division of the IAFP (the predecessor of the Financial Planning Association) and is a founding board member of the Financial Services Institute. He also served two terms on the NASD (predecessor of FINRA) insurance and independent distribution committee. Mr. Cogan has more than four decades of experience in the financial services world. Knox Financial Celebrates Anniversary of Decorah Location July 1st, 2018 | Knox Financial wishes to thank our Clients for visiting our Decorah office during the prior year. We look forward to continuing to serve our Clients in this location in the future. If you have not yet visited our Decorah office, please stop by. Steffani Otto Joins Client Service Team June 11th, 2018 | Steffani Otto joins our firm as Client Service Associate. Steffani assists clients and advisors with transactions, form management, plan preparation and other operations processes Knox Financial Implements Investment Risk Alignment Tool May 22nd, 2018 | Riskalyze further equips our Advisors to help Clients determine the most suitable amount of risk for their investments.Riskalyze uses a mathematically driven process, replacing subjective terms like “moderately conservative” or “moderately aggressive” used by the financial advice industry with the Risk Number©.Riskalyze is an enhancement to our existing mathematically driven Look Forward! planning process. Riskalyze assists our Advisors to better pinpoint our Client’s exact comfort zone for downside risk and potential upside gain, and more accurately align their investment portfolio to their desired risk level. If you are concerned about risk in your portfolio, contact us for your risk analysis. Jason Knox Earns CRC® Certification May 8th, 2018 | Jason Knox, AIF®, has earned the Certified Retirement Counselor® certification. Jason earned this Certification by meeting specific education and experience requirements, committing to a Code of Ethics and annual education requirements. The CRC® program helps ensure the Advisor is properly equipped to assist the tremendous retirement challenge facing all Americans.