Life and Legacy Advisors

06/12/2026

Join us at Bishop Drum Retirement Center where Vicki Monaco addresses planning and paying for your next level of care. Friday, June 19th at 3:00 PM.

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