Events
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
October 20, 2026
10:00a - 11:30a
Rock Creek Senior Living
Affording Senior Living
How can we afford to move to a retirement community? What happens if we run out of money? How can we best enjoy a lifestyle we desire while getting the care support we need? We'll answer these questions and more.
October 22, 2026
10:00a - 11:30a
Ramsey Village Continuing Care Retirement Community
Estate Planning Errors: Learn from Others' Mistakes
There's a difference between having your documents done and having confidence they accurately reflect your current wishes and don't include gaps that may unintentionally disinherit the people you care about most. We'll cover the common mistakes we see with estate planning and provide a checklist to attendees that they can take home to review against their current planning.
November 23, 2026
6:00p - 7:30p
Lied Public Library
Tending What Matters--What Farm Families Need to Know to Navigate Life When Dementia Hits the Farm or Ranch.
Navigating dementia is not going to be easy. Building a plan to protect your family, legacy and farming operation is key. Attendees will get the tools to build a 12-month action plan to follow in addressing legal protections, business succession, providing and funding care while protecting your assets, and building a team to work together to protect your family from caregiver burnout.
Past Events
September 2, 2026
8:30a - 9:30a
Des Moines Aging Consortium / Law Group of Iowa
Dementia Risk Factors for Farmers
Learn what's driving a higher dementia incidence among farm families, what to do to help mitigate the risk, as well as what to do if you or a loved one on the farm or ranch receive a dementia diagnosis.
February 18, 2026
11:00a - 12:00p
Glen Meadows Retirement Community
12 Strategies to Save $1000 or more in Taxes
At this presentation, we will share 12 actionable strategies that have the potential to reduce your income tax by thousands. Missing this event may mean tens of thousands of dollars of excess taxes paid throughout your lifetime.
January 31, 2026
1:00p - 2:30p
Woodlands Creek
Financial Wellness for Seniors: Is Your Estate Plan in Order and Improving Tax Efficiency in Retirement
Join us for our second week of Financial Wellness for Seniors as we dive into estate planning documents everyone should have, common mistakes to avoid when planning your estate, and an in-depth discussion on 10 strategies to significantly improve your tax efficiency, potentially saving you thousands in unnecessary taxes over your lifetime.
January 24, 2026
1:00p - 2:30p
Woodlands Creek
Financial Wellness for Seniors: Medicare Doesn't Cover Long-Term Care Costs. What's Your Plan?
With rising healthcare costs, high inflation, and an aging population stressing caregiving availability, hoping to not need to find and pay for care is not your best strategy. Come to this presentation to learn about what care costs, types of care available, sources of funding, and how to build a plan that optimizes the wealth and income you count on for yourself and your spouse.
March 27, 2025
11:00a - 2:00p
Woodlands Creek Senior Living
Senior Living Simplified--A Panel Discussion on Planning for a Move to Retirement Living
Financial Planning Advice, Mental Health Tips, Navigate the Real Estate Market and hear a Resident Testimonial
December 10, 2024
5:30p - 7:00p
Woodlands Creek Senior Living
Dementia Conversations and Transitioning to Senior Living
When a loved one shows signs of dementia, talking about next steps can be difficult. This program offers practical advice on addressing sensitive issues such as seeking medical care, deciding when to stop driving, and planning for future legal and financial needs. Discover strategies for initiating these important conversations with your family.
November 20, 2024
11:00a - 6:00p
Caldwell Parrish Funeral Home
September 26, 2024
5:30p - 6:30p
Meadowview of Johnston
10 Warning Signs of Alzheimer's Disease
Learn the 10 warning signs to watch for and to contrast "normal aging process" with "dementia".
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.