Tuesday, May 6, 2025 at 12:00PM Noon PST
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Now available to watch on demand.
We’re pleased to share the replay of our recent webinar, Understanding Cognitive Decline: Strategies for Caregiving and Safeguarding Wealth.
Dementia and Alzheimer’s disease are growing realities for many families today. Beyond the emotional toll, these conditions can create serious financial and caregiving challenges that require foresight and planning. That’s why we hosted this important conversation — and why we are making it available to you now.
Join Towerpoint Wealth’s President Joseph Eschleman CIMA® and Ryan Bertrand, CFP®, CLU®, Vice President and Managing Director of Transamerica’s Advanced Markets Group, as they share their expertise and guidance on how families can navigate these challenges with clarity and confidence.
In this webinar, you’ll gain practical insights on:
Have questions after watching the webinar?
Schedule a free 20-minute “Ask Anything” call with our team to discuss your unique situation.
In today’s rapidly evolving tech landscape, the AI user experience affects everything we do. At Towerpoint Wealth, we believe that AI is a tool that can enhance efficiency and help solve complex problems.
For virtually all investors, 2022 has been a challenging and frustrating year. Persistently high inflation has resulted in an environment of quickly rising interest rates, leading to a “double-whammy” of twin selloffs across both stocks and bonds.
At Towerpoint Wealth, we are committed to helping you protect, grow, and simplify your financial life with expert, fiduciary-driven wealth management. Whether you're seeking investment guidance, retirement planning, or a comprehensive financial strategy, our team is here to support you.
While based in Sacramento, California, we proudly serve clients across Northern California and throughout the United States.
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