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One of our core values is educating people on financial topics that they should be aware of.   If you belong to an organization that would like us to present to your membership, employees, or prospective clients, contact us to identify a topic of interest or let us customize a presentation for your group.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 29, 2024

6:30p - 7:45p

West Des Moines Public Library

Educational Presentation--Managing Money: A Caregiver's Guide to Finances

Education and planning when faced with a caregiving crisis can help alleviate stress and anxiety. Come learn what steps caregivers can take to help manage the legal and financial aspects of a chronic need for care for a loved one.

February 14, 2024

12:00p - 1:00p

Glen Meadows Retirement Living

3 Questions That Determine the Quality of Life in Retirement

Join Keith Piscitello, CFP® as he discusses the challenges today's retirees face and how to build your own personal retirement agenda, address the answers to the 3 questions, and build intentionality into your retirement planning.  

February 6 - February 27, 2024

10:00a - 11:00a

Via Zoom

Living with Alzheimer's for Early-Stage Care Partners

In the early stage of Alzheimer’s disease, families face many new questions. What does the diagnosis mean? How do we plan for the future? What resources are available to help? Join us for this three-part series that answers these and other questions that arise in the early stage. Hear from other care partners and individuals living with Alzheimer’s and learn tips and strategies to help you support a person living with the disease.

December 7, 2023

11:00a - 12:00p

Effective Communication Strategies for those with Dementia

November 28, 2023

2:00p - 3:30p

Connect 55+

Understanding Alzheimer's and Dementia

Join Alzheimer's Association Iowa Chapter's Volunteer Community Educator Keith Piscitello for this important presentation to learn about Alzheimer's disease progression, risk factors, FDA-approved treatments and scientific efforts in research for a cure.  

Event Registration