Broker Check

Events

At Compass Financial, we believe it’s our privilege to teach our clients more about the markets, investing, budgeting and how to pursue their financial goals.

It’s part of our promise to each client — we’re here to teach, answer your questions, and being a sounding board.

To honor that promise, we hold educational events that are open to the public, some that are specific to our clients and do a lot of one on one teaching as well.

We hope you’ll take full advantage of these offerings.

Upcoming Events

December 17, 2020

4:30p - 6:30p

Compass Financial Services

Holiday Turkey Drive-Through

A client appreciation holiday event: drive-through style! We're supplying a turkey for your holiday meal, so stop by and say "Hi" to the Compass Team on December 17th from 4:30 - 6:30pm. We can't wait to see you!

Past Events

October 29, 2020

12:00p - 1:00p

Town Hall will be hosted via Zoom

Economic Town Hall 2.0 [Virtual]

Compass Advisors will be sharing new and updated insights into the current economic situation and impact on the financial markets and will feature an Economic and Market Update from JP Morgan. RSVP is required to receive the Zoom link.

October 1, 2020

11:30a - 12:30p

Medicare Webinar hosted via Zoom

Understanding Medicare & Your Options

Compass's team of Des Moines Financial Advisors and Cathy Mears with GBL with be hosting a webinar to help inform your Medicare decision once you turn 65.

September 17, 2020

12:00p - 1:00p

Social Security Webinar will be hosted via Zoom

Social Security: Your Questions Answered

Compass's team of Des Moines Financial Advisors and Kevin Hansen with Principal Global Investors with be hosting a webinar to discuss the Social Security Program's past, present, and future.

August 20, 2020

5:00p - 7:00p

Compass Financial Services

July 2, 2020

12:00p - 1:00p

Compass Financial Services

Drive-Through Lunch

Client Appreciation Event | Drive-Through Lunch at Compass Financial Services

June 2, 2020

11:00a - 12:00p

Town Hall will be hosted via Zoom

Financial Issues During Job Transition [Webinar]

Compass Advisors are offering a free virtual webinar regarding Financial Issues During Job Transition. We will be covering the basics of navigating the Iowa Unemployment & Federal Unemployment Programs, medical insurance options, & your employer sponsored retirement plan options. RSVP is required - Register today!

April 28, 2020

11:00a - 12:00p

Town Hall will be hosted via Zoom

Economic Town Hall Meeting [Virtual]

Compass Advisors will be sharing insights into the current economic situation and impact on the financial markets and will feature an Economic and Market Update from JP Morgan. RSVP is required.

February 22, 2020

9:00a - 12:00p

Compass Financial Services

January 21, 2020

12:00p - 1:30p

Compass Financial Services

2020 Economic Update

Come hear from local professionals in real estate, banking, taxes, and more as they discuss their outlook for the coming year! Lunch will be provided, so please RSVP to Nancy Economos.

Event Registration