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The Way Up Leadership Conference 2026
Friday November 6, 2026 10:15am - 11:30am CST
Are you prepared for the tax surprises retirement can bring? Join us for an informative seminar where we'll uncover the four most costly retirement tax mistakes and discuss strategies that may help you keep more of your wealth. Learn how retirement income is taxed, how to manage future RMDs, create tax diversification, and potentially reduce the tax burden on your heirs. You'll walk away with practical insights to help make more informed financial decisions and greater confidence in your retirement plan.
Speakers
avatar for Chris Harris, CFP

Chris Harris, CFP

Vice President, Financial Advisor, Wealth Enhancement
Chris grew up in Washington, Iowa and graduated from Luther College in 1997 with a degree in Psychology. He found his calling in financial services at a Fortune 500 organization in 2006. As a Financial Advisor, Chris is focused on a holistic approach to building long-term, impactful... Read More →
avatar for Angie Zimmerman, CFP

Angie Zimmerman, CFP

Vice President, Financial Advisor, Wealth Enhancement
As a Vice President, Financial Advisor, Angie Zimmerman's main areas of focus are communicating with clients, internal operations, and coordinating necessary steps in the planning process.

Angie lives in North Liberty, IA with her significant other, Michael, daughter, Lily, and son, Jacob. In her spare time Angie enjoys reading, traveling, being outdoors, and hanging out with friends and family. As a University of Iowa graduate, Angie is a life-long Iowa Hawkeye Fan... Read More →
avatar for Angie Rummel

Angie Rummel

Financial Advisor, Wealth Enhancement
Prior to joining the financial services industry, Angie Rummel worked as a human resources/benefits professional. As a
Financial Advisor, her goal is to ensure her clients are educated, informed, and totally comfortable with the plans that have been set in place to help them purs... Read More →
Friday November 6, 2026 10:15am - 11:30am CST
Room Location TBA

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