TAKE CONTROL of YOUR FINANCIAL FUTURE

Events

When it comes to your financial future, knowledge is the critical first step.

We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation, scheduled at your convenience, to discuss your specific situation, and how our process has guided hundreds of Central Iowa families to successful retirements.


Ladies Book Club!

Join us for our on-going Ladies Book Club!  This is an exclusive club for our female clients and their lady friends. This club is also open to prospective women clients who are interested in learning more about becoming financially secure and prepared for a successful retirement. We'll be meeting on the third Monday of each month, but starting a new book each quarter.  If you are interested in joining our Ladies Book Club, please call the office - 515-226-1500.  

Current Book for 3rd Quarter (July - September): The Happiness Project by Gretchen Rubin

Our next book club meeting will be:
Monday, August 21, 2017 (Read Chapters 5-8)
Time: 6:00PM - 8:00PM 
Location: Peterson Financial Group
RSVP: 515-226-1500 or info@petersonfg.com
 

Education Events - 3rd Quarter 2017

Dates:
August 8/22/17 - End of Life Care, Featuring Caring Hearts Home Care and Unity Point Hospice
September 9/19/17 - Healthcare, Medicare Made Clear

Time: Lunch & Learns from 12pm - 1pm
Location: Peterson Financial Group Education Center
RSVP: 515-226-1500 or info@petersonfg.com