Expedition Wealth Management

10/22/2026

🎁 Charitable Gifting: Giving With a Plan

Join us on Thursday, November 12th at 1:30 PM for an educational event focused on charitable gifting and strategies to consider when incorporating charitable giving into your financial plan.

We'll touch on Qualified Charitable Distributions (QCDs), Donor Advisor Funds (DAFs), charitable trusts and more! We will also discuss the potential tax benefits of the different gifting strategies.

Whether you're already giving to causes you care about or simply want to learn more, this event is a great opportunity to explore your options and ask questions.

📞 To register, call our office at (515) 777-2041.

10/22/2026

🔍 Insurance Blind Spots: Are You Covered or Just Insured? 🛡️

Having insurance does not always mean you have the right protection in place. You may have gaps in your coverage that could become costly or be paying for protection that does not fit your needs. ⚠️

Join CJ Bell of Expedition Insurance Services for an informative discussion about common insurance blind spots, potential coverage gaps, and important things to consider when reviewing your coverage. 🚘🏡

🗓️Thursday, October 29 at 1:00 PM

📞 Call (515) 777 2041 to register. Space is limited!

10/21/2026

👏 Cheers to one year with Expedition Financial Group!

Please join us in celebrating Tim’s first year with the team! As a Tax Manager, he plays an important role in our office, and we appreciate all the hard work, knowledge, and expertise he brings to the team.

Happy anniversary, Tim! We’re lucky to have you on our team! 🎉

10/19/2026

You bring the friend. We’ll provide the dinner! 🍽️

Join us for an evening of great food, good conversation, and a chance to introduce someone special to our team. You and your guest(s) will enjoy a complimentary meal while getting to know us and learning more about what we do.

📍 Ruth’s Chris Steak House
Monday, November 16 at 6:00 PM

📍 801 Chophouse
Monday, December 7 at 6:00 PM

Interested in joining us? Call our office at (515) 777-2041 to register.

Space is limited, so be sure to register both yourself and your guest(s) to reserve your spots!

10/16/2026

You can't plan where you're going without first knowing where you're starting.

Financial planning starts with understanding your current financial picture, including:
💵 Income & expenses
🏦 Savings & emergency funds
💳 Debt
📈 Investments
🎯 Financial goals

Whether you're just getting started or it's been a while since you reviewed your plan, knowing where you stand today can help you make more informed decisions for the road ahead.

This Financial Planning Month, take a moment to check in with your finances and start with where you are today.

10/16/2026

Happy National Boss's Day! 🎉

Thank you, Jeff, for your leadership, support, and everything you do for our team. We appreciate you! 👏

10/15/2026

Have questions about your Medicare plan? Ryan with Expedition Insurance Services is here to help!

📞 Call (515) 996-6030 to speak with an insurance specialist, get your questions answered, or schedule a meeting.

Medicare Annual Enrollment Period is Here!

The Medicare Annual Enrollment Period (AEP) runs from October 15th – December 7th.

This is your opportunity to review your Medicare Advantage or Prescription Drug plan and make changes for 2027.

📋 Why review your plan?
Medicare plans can change each year including premiums, benefits, provider networks, prescription drug coverage, and out-of-pocket costs.

Even if you're happy with your current plan, it's important to make sure it still meets your needs for the upcoming year.

📅 October 15th – December 7th
Don't wait until the last minute!

If you have questions or would like help reviewing your Medicare options, give our office a call at (515) 996-6030. We're here to help you understand your options and make an informed decision.

10/07/2026

October is Financial Planning Month! 🎯

Your financial goals are unique to you, so your financial plan should be, too.

Whether you're preparing for retirement, building your savings, planning for the next big purchase, or simply looking for more confidence in your financial future, having a plan can help you know where you're going and how to get there.

This month, we'll be sharing tips and reminders to help you take a closer look at your financial picture. 🖼️