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Learn Education Sessions

We believe presenting information on various topics might spark your interest, answer a question you may have, or start a conversation. 

Every topic may not be of interest to you, but may be useful for a family member or friend.   We welcome your attendance at sessions that are of interest to you.   If you have family or friends you believe may benefit from attending,  we encourage inviting guests.   

How LEARN Works:  

Bimonthly, on the third Wednesday of odd months, at 5:15pm CST, we present information on various financial topics, including financial planning, estate planning, saving for various goals, gifting, investment strategies, goal planning, and retirement strategies.  In addition, we may present topics that are not financially related.

LEARN sessions are planned to be 20-25 minutes.  Questions may be asked at the session, or to maintain confidentiality on specific questions, please direct follow-up questions to your Advisor. 

If the topic is outside our of expertise, we invite experts in the topic to present information we believe to be useful.   


There are several ways to attend LEARN:

<p class="">In Person - West Union

In Person - West Union

Join us at our West Union office location to view the presentation in person.  You may ask questions if you wish.

Please register in advance to ensure availability.

<p class="">In Person - Decorah

In Person - Decorah

Join us at our Decorah office location to view the presentation in person.  You may ask questions if you wish.

Please register in advance to ensure availability.

Online

Online

Attend via online meeting at a location convenient to you, on most devices, including PC, phones, and tablets.  You may ask questions if you wish.

Please register in advance to ensure availability.  Registration will not be available after the session starts.

Watch A Replay

Watch A Replay

Request a link to watch a recording of the LEARN session at your convenience.  Questions may be submitted for individual response.

After the session

You will receive an email summary of the information presented.

If you have questions that you did not wish to share with the group, ask our team your question or email your advisor, and the presenter will provide confidential individual responses.

If the topic is of interest and you wish to see how the concepts presented may work for you, you may schedule an appointment with your advisor.


Register to Ensure Availability 


Upcoming LEARN Sessions:


I own my business and pay a lot of tax.&#160; I'll never get a chance to retire at this rate!&#160; &#160; How to Accelerate Your Retirement Savings - and Tax Deduction - with a Cash Balance Plan

I own my business and pay a lot of tax.  I'll never get a chance to retire at this rate!    How to Accelerate Your Retirement Savings - and Tax Deduction - with a Cash Balance Plan

Go beyond 401(k) contributions and the resulting tax reduction with a Cash Balance Plan. 


Wednesday, January 17th, 2024, 5:15pm CST


529 to Roth IRA?&#160; Yes, starting in 2024

529 to Roth IRA?  Yes, starting in 2024

Starting in 2024, 529 account holders will be able to transfer up to a lifetime limit of $35,000 to a Roth IRA for a beneficiary.   Avoid taxes and penalties for nonqualified withdrawals.  Perhaps fund a Roth IRA in years when account owners are not otherwise eligible.


Wednesday, March 20th, 2024, 5:15pm CST



Should I retire?&#160; 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!

Retirement planning is often more than money.  A few questions to consider when contemplating retirement.  Is an encore career right for you?


Wednesday May 15th, 2024, 5:15pm CST


It's never to early to develop good financial habits.&#160; A child's First Portfolio.

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 or grandchild develop these habits may be the gift that last their lifetime.


Wednesday, July 19th, 2024, 5:15pm CST


There is no cost for participation in our LEARN sessions for active planning or advisory clients of Knox Financial Services to whom we provide investment advisory or financial planning services, with a current active planning agreement or investment advisory account under our management.  Knox Financial Services determines eligibility.  Knox Financial Services assumes the cost of providing these sessions.   We do not accept 3rd party payment, reimbursement, cost sharing or other revenue sharing to offset the costs of providing these LEARN session events.  When we invite outside experts, such experts are compensated with a flat fee paid from our gross revenue and not through profit or fee sharing arrangements.   Knox Financial Services will disclose any potential conflicts of interest relating to our activities, if any exist, including our LEARN sessions.  If clients elect to use our planning or investment advisory services, such fees for such activity is disclosed in advance of providing such services.  There is no obligation to attend our LEARN educational sessions, nor will attendance determine or alter our customary fees relating to our investment advisory and planning services.