FINANCIAL WELLNESS
Presented by Simply Sophisticated Wealth Planning
Get clarity on your financial life in this 3-week six topic wellness series presented by Keith
Piscitello, Founder of S2 Wealth Planning. You do not need to attend all sessions to register. These
classes are for educational benefit only, no financial products will be offered to attendees.
📚📝📊 CLASS SCHEDULE
Week 1 - January 24, 2026 | 1:00 PM
• Medicare Doesn’t Cover Long-Term Care Costs. What’s Your Plan?
Week 2 - January 31, 2026 | 1:00 PM
• Is Your Estate Plan in Order & Tax Efficiency for Retirement?
Week 3 - February 7, 2026 | 1:00 PM
• The Aging Mind: Steps to Mitigate Exploitation and Fraud, & Where You Live Matters for Your Quality of Life
Contact Elissa Evans to register for any or all sessions at 515.223.9755
Also check out other Workshops in Clive, Health & Wellness events in Clive.
