Financial Planning Services

07/08/2021

Pleased to report we just completed our six hour Passport to Retirement educational program to 13 willing students at St. Luke’s hospital sponsored by the St. Luke’s Foundation! Each student receives a 143 page workbook to keep for future reference. Back at it again in September: please contact the Foundation office to get signed up! Classes are held from 4-6pm on three successive Mondays in the Board Room. See you there! (PS-please call me at (319) 360-7442 for more information)

05/09/2021

We begin our Passport to Retirement classes at St. Luke’s Hospital in June! Happy to resume and help others learn how to plan for a successful retirement! We have openings for our six-hour educational format this year. Please call me direct a 319-360-7442 for more information. Thank you, Gary

03/22/2016

Tune into the Premier Financial Hour tonight at 6pm on WMT 600 AM. In honor of the 7th anniversary of our radio show we will be taking a look back and comparing the world in 2009 vs. Today. Call in during the show with your financial questions 319-365-0600, 800-332-5401 or *600

03/16/2016

Congratulations to Gary Speicher for qualifying for Million Dollar Round Table's (MDRT) Top of the Table. Gary is a 37-year member and 5-time Top of the Table Qualifier. Top of the Table is the highest level of MDRT membership and places Gary among the top professionals in the global life insurance and financial services industry. It recognizes Gary for demonstrating exceptional professional knowledge, client service and ethical conduct. In addition to recognizing career accomplishments, Top of the Table membership offers the opportunity to further improve skills by sharing ideas and best practices with other leading professionals at the Top of the Table Annual Meeting and other educational forums.

*This recognition is not representative of any investment performance or returns

03/10/2016

Catch up on the latest episode of Financial Perspectives

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

02/26/2016

Gary & his wife Sue are in Fort Lauderdale, FL this week attending Thrive University sponsored by Partners Advantage

02/08/2016

What do you get when you combine 90 financial advisors from around the Country, 11 strategists from professional money management firms, an economist, key Cambridge Investment Research leaders, and a political commentator together for three days? It's called "CAAP Camp"! I was fortunate to be invited to attend the first Cambridge Asset Allocation Program meeting of the New Year in San Diego, CA. From the opening reception to the final day afternoon activities like whale watching, we moved quickly through presentations designed to educate and motivate us to deliver top level advisory services to our clients. For me, the real benefit of this meeting was the time networking with advisors willing to share their best practices and their plans for 2016! Thank you to Premier Investments of Iowa's leaders, Jeff Johnston and Brock Renner, for encouraging me to take a mid-winter break from Iowa's cold and snowy weather to network with my peers! Gary Speicher

02/01/2016