Life and Legacy Advisors

05/22/2026

Another great opportunity! Life and Legacy Advisors is hosting our June Lunch & Learn. We'll discuss practical ways to enjoy retirement while staying confident in your finances, including avoiding common money mistakes, and planning for rising costs and healthcare. Come for the strategies, stay for the peace of mind (and lunch) and keep doing what you love, without financial stress.

05/19/2026

It's not too late to register!! Join us on Thurs, May 21st at 6 PM! RSVP by email: [email protected] or call (515) 309-2985

04/16/2026

A new chapter deserves a confident plan.

I’m excited to share my latest article in SeniorView magazine: “Your Next Chapter: Financial Confidence for Women 55+.”

If you’re thinking about retirement—or already there—this piece is designed to help you better understand your options, avoid common pitfalls, and feel more in control of your financial future.

And if you’d like to take the next step, join us for our upcoming event:

Call or message Vicki Monaco to reserve your seat!
--- May 23rd - 6:00 PM
--- Law Group of Iowa, 7900 Hickman Rd., Suite 200, Windsor Heights, IA

Hosted by Vicki Monaco, Life & Legacy Advisors; Ann M Hartz, CPA and Associates & Paula Carlson, Attorney-Law Group of Iowa

This is a welcoming, educational workshop where we’ll cover income planning, protecting what you’ve built, tax considerations and making confident decisions for the years ahead.

Bring a friend—this is a conversation every woman should have.

📞 Call (515) 309-2985 or email [email protected] if you have any questions or to reserve your seat!

04/07/2026

03/12/2026

Nucara Home Medical… knowledgeable and caring! Join them April 7th (see below)

03/09/2026

Another great Straight Talk topic!!

Living to be 80, 90 or even 100 and beyond is a new reality for which few have planned. Get answers to important questions concerning successful third and fourth age living and lifestyles. Find out what every person over 65 should know about living to be 100. Join us for this seminar focusing on....

02/23/2026

The newest edition of SeniorView is out now! Be sure to pick up your copy and read Vicki Monaco’s latest article “The 2026 Retirement Checklist,” where she shares timely tips to help you start the year confident, prepared, and financially organized.

If you’re thinking about retirement—or already there—contact Vicki to schedule your complimentary consultation!
[email protected], (515) 309-2985

12/30/2025

The Dec/Jan issue of Seniorview is out! In this issue, Vicki Monaco writes about beneficiary designations and tangible personal property (where sentimental disputes begin). Pick up a copy today!!

Vicki Monaco is an investment advisor with a fiduciary standard of care. She specializes in retirement planning, income planning, asset allocation, annuities, estate planning and more.

Give her a call to schedule your complimentary consultation (515) 309-2985

10/29/2025

THANK YOU to everyone that attended the Senior Life Conference on Monday! I am so proud to be a part of the Central Iowa Senior Education Network (CISEN) and lunch sponsor! What a great turnout and such a fun day!