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Now available to watch on demand.

Understanding Cognitive Decline: Live Seminar

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:

  • The difference between typical memory loss and dementia
  • The three stages of Alzheimer’s and what to expect at each stage
  • The true cost of caregiving and how families can prepare
  • Five key areas to focus on when building a financial strategy
  • Actionable steps to protect your wealth and reduce stress

Have questions after watching the webinar?

Schedule a free 20-minute “Ask Anything” call with our team to discuss your unique situation.

The Caregiver's Guide to FINANCIAL PLANNING

[tpw_download_popup link="https://towerpointwealth.com/wp-content/uploads/2025/09/The-Caregivers-Guide-to-Financial-Planning-in-the-Shadow-of-Dementia.pdf"]

How to Help a Loved One with Alzheimer's Disease

[tpw_download_popup="https://towerpointwealth.com/wp-content/uploads/2025/09/How-to-Help-a-Loved-One-With-Alzheimers-Disease.pdf"]
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Health Care and Your Retirement

In this exclusive webinar, Towerpoint Wealth President Joseph Eschleman, CIMA®, and Julia Fuentes, Financial Planning & Coaching Strategist at Vanguard, break down everything you need to know about managing health care costs in retirement.

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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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