Events

It has been much longer than we had anticipated since gathering together again and we are thrilled to invite you to our upcoming Client Appreciation event! 

Please join us for complementary cocktails and dinner at Biaggi's on Monday, May 9th at 5:30p.

We will take this time to share portfolio updates, capital market outlook, and 2022 investment strategies. Also, formally launch the book of our dear colleague, David Knutson! He published The Power of Planning and we look forward to sharing more and making this available to you all!

A complementary dinner will be served. Please feel free to bring your spouse, partner, or other guests. We kindly ask for your RSVP by Thursday, May 5th.

Please call us at (319)242-6444 or email Kelli at kelli.soll@balancedinvest.com with any questions!

We look forward to gathering and seeing you at Biaggi's for an enjoyable evening!