Events

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.

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.

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.

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

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.

10 Estate Planning Errors to avoid

10 Warning Signs of Alzheimer's Disease

Learn the 10 warning signs to watch for and to contrast "normal aging process" with "dementia".

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.

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.  

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.

Effective Communication Strategies for those with Dementia

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.