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
April 22, 2021
11:30a - 12:30p
Women & Retirement Webinar hosted via Zoom
Women & Retirement: living longer & financially stronger
Women are living longer and are more educated than ever before. We recognize that women face also unique financial planning challenges. Join Compass Advisor, Michele Bjorkgren, for a webinar all about women and retirement: living longer but financially stronger.
February 11, 2021
11:00a - 12:00p
College Savings Webinar to be hosted via Zoom
College Savings Webinar
Have questions about how to save for college? Join us for our upcoming webinar on February 11th exploring the college planning essentials you need to know. Register today!
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!
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.