Description

Mark your calendar for the Financial Summit this summer! Join us on Tuesday, August 11, at 1 p.m. at the Diamond Event Center for an educational retirement planning event designed for older adults in the Cedar Valley.

RSVP Required, happy hour to follow.

This informative event will feature local experts sharing practical insights on charitable giving, estate planning, and the future of long-term care. Whether you are preparing for retirement, reviewing your estate plan, or thinking about how to make a lasting impact, this summit will offer valuable guidance to help you plan with confidence.

Featured Presentations:

Giving with a Purpose

Presented by Joshua Katcher, CFP®, BFA™, APMA®, Financial Advisor and Managing Partner at Discerning Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Discover smart, meaningful ways to support the people, places, and organizations you care about most. Joshua will share giving strategies, tax considerations, and ways to make a lasting impact through thoughtful generosity.

With more than 20 years of experience serving business owners and executives nearing retirement, Joshua specializes in tax-efficient retirement planning, identifying cash reserves, and strategic action planning during perceived market highs. He works closely with clients ages 55–65 to help them make confident, well-timed decisions as they transition into retirement.

7 Don’ts of Estate Planning: Avoiding the Most Common and Costly Mistakes

Presented by James E. Thielen, JD - Retired Senior VP and Senior Trust Officer

Estate planning is about much more than creating documents. It is about making informed decisions that protect your assets, your loved ones, and your legacy.

Join Jim Thielen as he shares seven common estate planning missteps and practical strategies to help avoid them. Topics will include asset ownership, beneficiary designations, selecting the right professionals, preserving wealth for future generations, and keeping your estate plan aligned with your goals over time.

The Future of Long-Term Care

Presented by Kris Hansen, CEO of Western Home Communities

As the aging population continues to grow, long-term care is facing new opportunities and challenges. Kris Hansen will discuss what is happening at the state level, what may be coming for the senior living and long-term care sector in the years ahead, and how Medicare, Medicare Advantage plans, and demographic changes may shape the future of care