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2017 Exclusive Briefings

ANNOUNCING

90 Minute

2017 Exclusive Briefings


Income Tax Reduction and Estate Tax Elimination in the New Economy

Tuesday, May 9
Tuesday, August 8
Thursday, November 16, 2017
6:30 p.m. – 8:00 p.m.
Rollins Mansion—2801 Fleur Drive, Des Moines, IA
Refreshments (light Hors d'oeuvres) to follow the presentation
BY SPECIAL INVITATION ONLY!!
Contact David Burrier – director of estate and legacy planning for Hope Ministries to request an invitation.
(515) 265-7272, Ext. 1003 or dburrier@hopeiowa.org
Space is limited to 30 participants.


This presentation is designed for donors and friends of Hope Ministries who want to ensure their heartfelt support of our work continues beyond your lifetime.

The Briefing goes far beyond just informing. It is packed with usable and timely estate and legacy planning information. The presentation has been experienced by hundreds of people and is consistently rated "one of the finest" presentations on this subject.

The message conveyed is simply this: it is possible to increase your income, lower your taxes, build a greater inheritance for your heirs, and benefit your community, all at the same time. The presentation is straight forward and clear. Even if you have attended "similar" presentations, you won't want to miss this event.

Invest 90 minutes of your time and learn how to keep the IRS out of your money at this FREE event.

This is a "leave your checkbook at home" event. There will be no solicitation. This is strictly an educational event.

WHAT YOU WILL LEARN AT THE BRIEFING

  • The New Tax Laws Impact You and Your Lifestyle!
  • To anticipate potential tax reform this year. Many will face federal and state tax rates of 40% to 44% and capital gains rates of 28% to 33%. You will hear the latest planning strategies on how to maximize your deductions this year in the hope your top rate is lower in 2018.
  • A large majority of people have 30% to 60% of their estates in IRAs, 401(k)s and other qualified retirement plans that are Still Targeted for Double Taxation. You will learn how you can avoid it with planning strategies to preserve your investment for your family and/or your now and beyond your lifetime.
  • You Can Use Your "Hidden Assets" To Create Substantial Income Tax Deduction!
  • You Can Create An Income You Can't Outlive...And Leave a Lasting Legacy To Favorite Charities!
  • You Can Bypass Capital Gains Taxes...The Way Ted Turner, Disney and Others Have!
  • You can Eliminate Estate Taxes! The Courts Are Using The 41,000 Lawsuits Filed Each Day To Target Wealth...And What You Can Do!
  • You Can Use A Zero Estate Tax Plan To Pass More Wealth...And Much More!

YOUR SPEAKER


Johnne Syverson has more than 40 years of experience in financial services and planning. He is a Certified Financial Planner™ (CFP®) Practitioner and one of only 1,500 practitioners in the United States who is credentialed as an Accredited Estate Planner (AEP). Johnne serves as a resource to other professionals in the area of charitable tax planning, a strategy that enables individuals to increase their income, reduce taxes, and preserve their estate for their heirs and the charities of their choice. He was one of the first practitioners in the nation to be awarded the Chartered Advisor in Philanthropy® (CAP®) designation. He is a Senior Fee-Only Planner with Syverson Strege & Company, an independent, fee-only financial planning firm specializing in values-based planning for high net worth families. This strategy incorporates philanthropic values into the traditional planning process. Johnne is a past president of the Polk County Estate Planning Council, past president of the central Iowa chapter of Financial Planning Association (FPA), past president of the Mid-Iowa Planned Giving Council, and past president of the International Association of Advisors in Philanthropy (IAAP). He is a member of the National Association of Personal Financial Advisors (NAPFA) made up exclusively of fee-only planners. Johnne holds a Master of Science degree in Financial Services (MSFS) from the American College in Bryn Mawr, PA.

ENDORSEMENTS


These Hope Ministries' friends encourage you to attend the upcoming Exclusive Briefings.

Galen & Marge Kessler
Mission Partners – Longtime M25 (VIP) Volunteer Leaders
We recently attended a Tax Reduction and Estate Tax Elimination Seminar presented by John Syverson. His clear explanation of the available financial advantages gave us reason to recommend this program to others who are interested in reducing their taxes, providing for their heirs and being able to give to Christian ministries. The presentation was completely informational; there was no pressure to contribute to or leave an estate to Hope Ministries or any other ministry. There is no charge to attend this seminar. It is given to show ways of honoring the Lord with the resources He has provided. We highly recommend it.

John & Wilma Gajdel
Mission Partners – Former Board Member – Longtime Volunteer
We had the privilege to attend an Exclusive Briefing sponsored by Hope Ministries, Agape Pregnancy Center and Ruth Harbor. We found the program interesting and informative and certainly gave us a lot to think about and great opportunities to benefit our family and the charities we support.

Jeff & Sherry Simpson
Mission Partners – Volunteers – Family Legacy Dating Back to the 1960s
The Exclusive Briefing presentation reminded me of the impact our decisions make when it comes to financial giving. I have never wanted my motivation for giving to flow from tax management issues. However, when I do give financially to organizations active in God's kingdom work, I want to do it wisely in regards to tax implications. Johnne Syverson's presentation provided great wisdom in looking at both our Christian stewardship and tax management issues. His presentation was especially helpful in emphasizing the importance of the planning of our wills and estates to provide both for our heirs and the ministries we value.

Tim Meline
Mission Partner - Board member – Longtime Volunteer
I attended the Exclusive Briefing on Income Tax Reduction and Estate Tax Elimination and was duly impressed. Planning for my retirement was a primary goal. But now that I'm retired, the briefing on estate tax elimination made me realize that my planning isn't over. The upcoming seminar is exclusively informational. There isn't any pressure to become a donor or leave an estate to Hope Ministries. The seminar is simply a gift to inform you about estate planning and tax avoidance. I found it to be very enlightening and hope you do too.

Kerry & Sandy Petersen
Mission Partners – Longtime M25 (VIP) Volunteer Leaders
My wife and I (like you) are longtime supporters of Hope Ministries and some other charities and missions. Our passion is to support them long term as well. We attended the Exclusive Briefing seminar at the Rollins Mansion and learned unique and creative ways we can support them more effectively now and for years after we are gone and even do more for us and our families in the process. No one tried to sell us anything at all; we were just given information and resources to do our own research to enable our personal professional advisors to properly craft the necessary documents to take advantage of tax laws. I am writing this as an invitation to learn how to be a better steward of God's resources and to help your impact reach into the future. I encourage you to consider attending this presentation by Johnne Syverson.

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