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
More events are on the way! Check back soon for more information.
Past Events
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.