Heidi LaFave, Associate Vice President/Investments - Stifel

Heidi LaFave, Associate Vice President/Investments - Stifel Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Heidi LaFave, Associate Vice President/Investments - Stifel, Financial service, 1806 Oakridge Circle, Saint Joseph, MO.

A Credit Shelter Trust (also known as a Family Trust or Bypass Trust) is a commonly used estate tax planning strategy am...
06/11/2026

A Credit Shelter Trust (also known as a Family Trust or Bypass Trust) is a commonly used estate tax planning strategy among married couples.

Take a look at a primer on Credit Shelter Trust planning here: https://livesocial.seismic.com/a03DMr

Financial scams can affect everyone, but they disproportionally affect the older populations.This , we encourage you to...
06/10/2026

Financial scams can affect everyone, but they disproportionally affect the older populations.

This , we encourage you to educate yourself and loved ones on common scams and how you can be prepared. For more information and resources visit: https://livesocial.seismic.com/a3ak92

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can hel...
06/08/2026

Understanding your retirement expenses can help you prepare for what's ahead. Balancing needs, wants, and wishes can help support your lifestyle and legacy.

Complete our Retirement Income Workbook here: https://livesocial.seismic.com/a-YEuA

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy ...
06/04/2026

Multi-generational estate planning is about more than passing wealth – it's about creating an enduring financial legacy designed to help protect assets and minimize taxes for generations to come.

View the key features of a building a multi-generational estate plan: https://livesocial.seismic.com/aYa_3T

From an investor's perspective, one valuable benefit of municipal bonds is their preferential tax treatment.Click here f...
06/03/2026

From an investor's perspective, one valuable benefit of municipal bonds is their preferential tax treatment.

Click here for a full summary of the tax benefits associated with municipal bonds: https://livesocial.seismic.com/aqVs8X

The year you turn 50, it is time to "catch up" on those contributions you wish you would have made when you were 21!Don'...
06/03/2026

The year you turn 50, it is time to "catch up" on those contributions you wish you would have made when you were 21!
Don't miss the key retirement milestones by age, click the link to see what you need to know at every stage:
https://livesocial.seismic.com/ah9vm4

The Women's Initiative Network (WIN) is excited to share the latest edition of Empower with you. This issue brings toget...
06/03/2026

The Women's Initiative Network (WIN) is excited to share the latest edition of Empower with you. This issue brings together articles about leadership, teamwork, workplace culture, self‑awareness, and the many ways women navigate their professional and financial lives.

Read the Spring 2026 edition of Empower here: https://livesocial.seismic.com/anppY-

Address

1806 Oakridge Circle
Saint Joseph, MO
64508

Telephone

+18163643334

Website

Alerts

Be the first to know and let us send you an email when Heidi LaFave, Associate Vice President/Investments - Stifel posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Heidi LaFave, Associate Vice President/Investments - Stifel:

Shortcuts

Share

Category