A Team Approach to Giving
|Sue and Gary Speicher
The coffee pot is always on at Financial Planning Services, and there's no
doubt about itGary and Sue Speicher are not only a team, but they are also
team players in our community.
If you stop by to visit with Gary, you'll be greeted by Sue, who keeps
the office running smoothly and is very good at making you feel welcome. Gary,
a personal financial advisor for more than 41 years, has gained his share of
professional designations, including Chartered Life Underwriter, Chartered Financial
Consultant and Certified Senior Advisor.
Gary and Sue grew up in the Tama County area; however, they have lived their
adult lives in Cedar Rapids. They've raised their family of four children,
been involved in a variety of civic and professional organizations, and have
worked well as a team throughout the years. The firm independently sells insurance
products of various companies, along with investment products, to a client base
of more than 3,000 individuals in the Upper Midwest.
Over the years, the Speicher family has enjoyed a long association with Kirkwood.
Two of the Speicher children attended the college as they completed their four-year
education. Gary and Sue noted, "This was a very important part of Chris
and Amy's educational process. Taking classes at Kirkwood during the summer
allowed both of them to graduate from ISU in four years."
In addition, Sue, who has a nursing degree, regularly takes continuing education
classes at Kirkwood to maintain her certification. Gary has become a familiar
face with college faculty and staff, both current and retired. For many years,
he has conducted a course in financial and retirement planning specifically
for Kirkwood employees. Gary also writes a monthly column for Involvement Online
, an important resource for seniors.
To further their support of the college, the Speichers have made a planned
gift to Kirkwood. Gary noted, "We, as a community and as individuals, are
so fortunate to have a college like Kirkwood. The rich variety of educational
offerings provides everyone the opportunity to pursue an education, whether
they are seeking a degree or participating in ongoing learning opportunities
through continuing education. It is one of the reasons our community is what
Gary and Sue chose to support the college through a gift of life insurance.
By making Kirkwood the owner and sole beneficiary of a policy, they receive
an income tax deduction for each annual premium payment. With his years of experience
in the insurance industry, Gary understands the power of this type of gift.
"Life insurance is a wonderful way to make a substantial gift, and most
people can make such a gift fairly easily. With an annual income tax deduction
for the donor, this is a win-win for everyone."
To guide the final disbursement of their future gift, the Speichers have designated
that the amount will establish an endowed scholarship. They selected the scholarship
criteria that will one day provide assistance to students enrolled in the college's
agricultural science program.
Both Gary and Sue are committed to helping their community in a variety of
ways. The business logo for Financial Planning Services is "people planning
progress," which is an apt description for what they want to accomplish
not only in their lives, but also in the lives of others.
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