Broker Check


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

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.

Past Events

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.  

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.  

March 30, 2023

1:00p - 2:00p

Virtual Event. Log-in information will be sent to all who pre-register

Virtual Event: FAFSA What? Need-to-Know Changes in the College Process

The increase in cost and complexity of planning for college has many families searching for answers and we would like to provide information to help you through the maze of information. As a value add to our clients, we are offering this open invitation for generations of families to learn this incredibly important information about the college admission process.

October 6, 2022

1:00p - 2:30p

Online via Event On24

Medicare and Social Security Questions answered by Mary Beth Franklin

Social Security and Medicare can be very confusing topics; yet they are both critical to helping you plan for your future. That is why I am hoping you will join me on Thursday, October 6, at 1 p.m. CST for an exclusive event being planned specifically for our valued clients.

March 30, 2022

3:00p - 4:00p

Via Zoom. Please call North Shore Place at 224-374-1009 to register

Living to 100--Health and Wealth Considerations

Growing older brings a new set of challenges. Taking care of our health means very little if we don't have any wealth to enjoy our health with. Conversely, you can have all the wealth in the world, but if you don't have good health then what do you truly have?. The longer we live, the more difficult it is to put together a plan to ensure we don't run out of money before we run out of months.   When you add in the other potential risks that we face, the challenge gets even more difficult.  

March 25, 2022

8:30a - 9:00a

Part of the Caregiving Conference--Our Treasured Transformations (A Virtual Event)

5 Things Every Woman Should Know About Investing

Women communicate, think, and act differently than men. They also approach investing differently. Find out the 5 things you need to know to help build a secure financial future for you and your family.

March 24, 2022

1:00p - 2:00p

Online Event--Registration Required

Jeff Lanza (Former FBI) Cybersecurity Protection (VIRTUAL)

Join us for a special presentation by former FBI cybercrime specialist, Jeff Lanza to learn what the newest strategies are being used to separate people from their assets, and what steps you can take to protect yourself, your family and your accounts.

Event Registration