Expedition Wealth Management

Our group is travelling to Arizona today for our Grand Canyon trip which includes three separate hikes over three days…On Saturday, we’ll hike Camelback Mountain (2.7 miles round-trip and a 1,280 foot climb). Sunday we will hike the Bright Angel Trail (3 miles round-trip with a 1,120 elevation change) AND MONDAY we hike Rim-To-Rim…from the GRAND CANYON South Kaibab Trail to the North Kaibab Trail (25 miles with an elevation gain of 6,181 feet)! We’ll be posting more on Facebook over the next few days, so be sure to follow Expedition Wealth Management and check our page for more photos and details!

Join us for our Bring-A-Friend Event at 801 Chophouse on Thursday, October 3rd at 6:00 PM! This event is filling up fast, so don't miss out on your last chance to join us for a night of food, fun and education! Grab a friend and call now to register—spots are limited! (515) 777-2041.

The votes are in! We have two new chocolate ice cream flavors…WORLD CLASS CHOCOLATE® and PEANUT BUTTER ‘N CHOCOLATE! Thanks to all who voted! Make sure to try it the next time you are in our office and be sure to follow us on Facebook for more news and fun events.

September is National Life Insurance Awareness Month, a time for you and your family to reflect on whether you have the right coverage to secure your financial future. If you have questions regarding the importance of Life Insurance, the types available and how much you might need, give us a call at (515) 777-2041.

We have Bring-A-Friend dinners on October 3rd and 7th! If you would like to attend one, grab a friend then give our office a call at (515) 777-2041. Register early because they fill up fast!

Join us for our Bring-A-Friend Event at 801 Chophouse on Thursday, October 3rd at 6:00 PM! This event is filling up fast, so don't miss out on your last chance to join us for a night of delicious food and great company! Grab a friend and call now to register—spots are limited! (515) 777-2041.

On Thursday, October 24, dress up in your favorite costume and bring the kids and grandkids to the Urbandale Police Department for this fun event which features costumes, treats and giveaways! Our partners at Expedition Insurance Services are also sponsoring a costume contest. The contest winner gets a Nintendo Switch!

VOTING ENDS TODAY!! We have a craving for a chocolate! It’s time to vote for our next ice cream flavor! Would you rather have:
🍦 WORLD CLASS® CHOCOLATE - Velvety Milk Chocolate & White Chocolate flavored Mousse Ice Creams
🍦 CHOCOLATE CHIP - Classic Vanilla flavored Ice Cream overflowing with Semi-Sweet Chocolate Chips, made with Cocoa Butter
🍦 CHOCOLATE MOUSSE ROYALE® - Creamy Chocolate Mousse flavored Ice Cream sprinkled with Chocolate flavored Flakes
🍦 CHOCOLATE FUDGE - Decadent Chocolate Fudge flavored Ice Cream
🍦 PEANUT BUTTER ‘N CHOCOLATE - An iconic duo of smooth Chocolate Ice Cream and a crunchy Peanut Butter Swirl
Comment with your choice below…AND FOLLOW US on FACEBOOK! Voting ends TODAY!
If we get over 60 VOTES, we will get the TOP TWO FLAVORS!

Join us THIS FRIDAY! Medicare can be confusing - but we will help you make sense of it. If you are approaching 65 or will be going on Medicare in the next year or so, we will explain the process and all your options in our upcoming “Welcome to Medicare” Educational Event. Choose to attend, live or virtually, THIS FRIDAY, September 20th, at 2 PM. Give us a call at (515) 777-2041 to sign up!

We have a craving for a chocolate! It’s time to vote for our next ice cream flavor! Would you rather have:
🍦 WORLD CLASS® CHOCOLATE - Velvety Milk Chocolate & White Chocolate flavored Mousse Ice Creams
🍦 CHOCOLATE CHIP - Classic Vanilla flavored Ice Cream overflowing with Semi-Sweet Chocolate Chips, made with Cocoa Butter
🍦 CHOCOLATE MOUSSE ROYALE® - Creamy Chocolate Mousse flavored Ice Cream sprinkled with Chocolate flavored Flakes
🍦 CHOCOLATE FUDGE - Decadent Chocolate Fudge flavored Ice Cream
🍦 PEANUT BUTTER ‘N CHOCOLATE - An iconic duo of smooth Chocolate Ice Cream and a crunchy Peanut Butter Swirl
Comment with your choice below…AND FOLLOW US on FACEBOOK! Voting ends on September 18th!
If we get over 60 VOTES, we will get the TOP TWO FLAVORS!

We have a craving for a chocolate! It’s time to vote for our next ice cream flavor! Would you rather have:
🍦 WORLD CLASS® CHOCOLATE - Velvety Milk Chocolate & White Chocolate flavored Mousse Ice Creams
🍦 CHOCOLATE CHIP - Classic Vanilla flavored Ice Cream overflowing with Semi-Sweet Chocolate Chips, made with Cocoa Butter
🍦 CHOCOLATE MOUSSE ROYALE® - Creamy Chocolate Mousse flavored Ice Cream sprinkled with Chocolate flavored Flakes
🍦 CHOCOLATE FUDGE - Decadent Chocolate Fudge flavored Ice Cream
🍦 PEANUT BUTTER ‘N CHOCOLATE - An iconic duo of smooth Chocolate Ice Cream and a crunchy Peanut Butter Swirl
Comment with your choice below…AND FOLLOW US on LinkedIn! Voting ends on September 18th!
If we get over 60 VOTES, we will get the TOP TWO FLAVORS!

We have a craving for a chocolate! It’s time to vote for our next ice cream flavor! Would you rather have:
🍦 WORLD CLASS® CHOCOLATE - Velvety Milk Chocolate & White Chocolate flavored Mousse Ice Creams
🍦 CHOCOLATE CHIP - Classic Vanilla flavored Ice Cream overflowing with Semi-Sweet Chocolate Chips, made with Cocoa Butter
🍦 CHOCOLATE MOUSSE ROYALE® - Creamy Chocolate Mousse flavored Ice Cream sprinkled with Chocolate flavored Flakes
🍦 CHOCOLATE FUDGE - Decadent Chocolate Fudge flavored Ice Cream
🍦 PEANUT BUTTER ‘N CHOCOLATE - An iconic duo of smooth Chocolate Ice Cream and a crunchy Peanut Butter Swirl
Comment with your choice below…AND FOLLOW US on FACEBOOK! Voting ends on September 18th!
If we get over 60 VOTES, we will get the TOP TWO FLAVORS!

Medicare can be confusing - but we will help you make sense of it.
If you are approaching 65 or will be going on Medicare in the next year or so, we will explain the process and all your options in our upcoming “Welcome to Medicare” Educational Event. Choose to attend, live or virtually, on Friday, September 20th, at 2 PM. Give us a call at (515) 777-2041 to sign up!

Structured Notes are an exciting investment option that offers built-in downside protection and the potential for better returns. On Friday, September 13th, at 2 PM, join us virtually as guest speaker Tim Maltby from Insperex explains this exciting topic! Call us at (515) 777-2041 to register!

August is National “Make a Will” Month, and it’s a great annual reminder to update your Will or create one. A Will is an important estate-planning document that can help you easily transfer your assets. A proper estate plan can be the difference between a smooth transfer of assets or a probate nightmare. If you have questions regarding the importance of having a Will, give us a call at (515) 777-2041.