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Home
ABOUT US
RESOURCES
SERVICES
EVENTS
Contact
More
  • Home
  • ABOUT US
  • RESOURCES
  • SERVICES
  • EVENTS
  • Contact

  • Home
  • ABOUT US
  • RESOURCES
  • SERVICES
  • EVENTS
  • Contact

Events

9/30/2025

Planned Giving Strategies

2pm

-

or 7pm

Brick and Tile Building 103 E State St #410 Mason City , IA 50401 Public Parking Available

Event Details

9/30/2025

Planned Giving Strategies

What could your non-profit do to not only deepen donor relations, but also work to increase revenue sources? Join us for an hour of educatio...

Event Details

2pm

-

or 7pm

Brick and Tile Building 103 E State St #410 Mason City , IA 50401 Public Parking Available

Advisory services offered through Strategic Asset Management, LLC.(SAM) a Registered Investment Advisor. SAM and Planning With Purpose For Real are not affiliated. 

 Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 


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