NAVIGATING 2025
POSITIONED FOR POSSIBILITY 

Creating abundance in a shifting economic landscape.

When: Wednesday, July 9th 2025
Where: Glen Oaks Country Club • 1401 Glen Oaks Dr, West Des Moines, IA 50266

3:30 PM - 4:00 PM Cocktails & Hors d'oeuvres
4:00 PM - 5:00 PM Panel Discussion Begins
5:00 PM - 6:00 PM Cocktail Reception & Networking

RSVP TO ATTEND THIS EVENT

Meet Our Presenters

Spring of 2025 may have gotten off to a rocky start, but incorporating trusted planning and investment strategies help individuals and families find opportunity amid uncertainty. In today’s ever-evolving financial landscape, creating clarity and confidence is more important than ever. Join us for a thoughtful discussion where we’ll explore the key themes shaping the rest of the year—from market movements and tax legislation to sophisticated planning strategies and the future of personal financial advice in an artificial intelligence world.

At Gilbert & Cook, we believe that abundance is created through intention, perspective, and preparation. This exclusive event will equip you with timely insights and actionable strategies to help you make confident decisions in a shifting environment.

Linda Cook (CFP®), Chris Cook (CPA, CFA), and Zach Ripka (CPA/PFS, CFP®, CDFA®, CEPA) will discuss our top 4 themes to consider when creating abundance in a shifting economic landscape:

MARKET OUTLOOK

  • Where we’ve been and where we’re going

  • Is your portfolio resilient?

  • Finding opportunities amid uncertainty

2025 TAX LEGISLATION

  • Potential impact on individuals, businesses and the economy

ADVANCED PLANNING STRATEGIES

  • Estate Planning

  • How to protect and grow generational wealth in a volatile world

CONFIDENCE IN A DIGITAL AGE

  • Embracing technology

  • How does AI play a role in creating your life of abundance?

CFP Board owns the certification mark CFP® in the U.S.

This event is for informational purposes only. Gilbert & Cook, Inc. does not offer tax or legal advice. You should consult with an attorney for legal advice and a qualified tax professional for tax advice. See important disclosure information at gilbertcook.com/disclaimer