Raise a glass to planning ahead
Join us for good company, great wine, and smart financial thinking in this exclusive two-part forum.
Uncorked is a new series created for Cottage Grove Place residents and those interested in senior living. Each session pairs wine tastings and an elegantly curated charcuterie spread with an easy-to-understand conversation on planning with confidence, presented by Hills Bank Wealth Management.
Come to the session that speaks to you, or RSVP for both. Either way, you’ll leave with practical strategies and new connections.
Session One: Understanding Estate Planning
Thursday, August 20 | 2-4 p.m. | Commons Dining Room
Enjoy a guided conversation on estate planning essentials. Whether you’re refining an existing plan or starting from scratch, you’ll walk away with thoughtful strategies to plan with confidence.
You’ll learn about:
- The key elements of a solid estate plan
- Updates on Iowa Inheritance Tax and Federal Estate & Gift Taxes
- Wills, trusts, and best practices
- Legacy planning and navigating conversations with heirs
Session Two: You Worked For Your Money. Now Let Your Money Work For You.
Thursday, August 27 | 2–4 p.m. | Cottage Grill
Join us for an engaging conversation on turning a lifetime of hard work into lasting financial confidence. You’ll learn about:
- Making your money last through the power of asset allocation
- How compounding lets your money work for you
- Smart diversification, so your nest egg never works alone
- Passive strategies that work while you relax
- Protecting your investments against fraud
RSVP for one session or both by completing the form on this page or call (319) 220-0383.
