Events

The recent legislation, BBB is all the hype. Are you in the know? We invite you to join TruVista Wealth Advisors and Cenko, Vendittelli, Haynes & Tokarz, PLC for a comprehensive examination of the bill, the modifications to tax law, and their implications for you.

During this event, we will address the following topics:

• The impact on tax brackets, standard deductions, and the alternative minimum tax.
• Modifications related to estate taxes and charitable contributions.
• Adjustments affecting seniors and minors, including tax credits, dependent deductions, and more.
• New benefits for small business owners.
• Additional relevant topics.
• Actionable ways you can make the BBB work for you!

Panel Members:

• Andrew Tokarz, CPA, Partner at CVHT Accounting
• Marilyn Curzydlo,CPA at CVHT Accounting
• Sarah Goupil, CPA at CVHT Accounting
• Frank Albano, CEO Strategic Research Business Consulting

Moderated By:

• Meg Larson CEPA®, CMFA® Financial Advisor and Managing Partner of TruVista Wealth Advisors

TruVista Wealth Advisors is pleased to welcome Mark Peterson for an insightful market update. As a Director on the Market & Portfolio Insights team at BlackRock, Peterson specializes in investment strategy and education. With over 25years of industry experience, he has a proven track record of educating both advisors and investors on various market and investment topics. Mark is also the author of the widely circulated "Student of the Market" monthly publication, which reaches advisors nationwide.

During this complimentary event, you will gain insights into:

• Market performance
• The influence of various factors on the market
• Levels of public satisfaction in relation to market trends
• And more!

Join members of TruVista Wealth Advisors and Dr. Chuck Pierce, the Dean of the School of Business Administration at Oakland University, for an informative discussion on essential steps to prepare your child for college.

This event will cover:

• Tools for academic success
• Strategies for parents to support their child's preparation
• Important life skills
• And much more!

Panel Members:

• Dr. Chuck Pierce- Dean and Professor of School of Business Administration at Oakland University.
• Ashlyn Foreman- Marketing Specialist TruVista Wealth Advisors and Recent College Graduate
• Jon Sabo- Financial Advisor at TruVista Wealth Advisors and Parent of a College Student

Join Meagan Larson, CEPA®, CMFA®—Financial Advisor and Operations Director at TruVista Wealth Advisors—for an insightful discussion on the evolution of long-term care. This session will examine the increasing trend among older adults who wish to remain in their homes rather than transition to traditional assisted living facilities.

We will be joined by Living Solutions Plus, an organization dedicated to assisting seniors in remaining in their homes and adapting their living spaces to facilitate longer stays.

This complimentary event will address a wide range of important subjects, including:

• How to prepare yours or your loved one’s home for accessibility as they age.
• The expectations that family caregivers should have if they plan to provide support to aging loved ones.
• The various levels of support available to family caregivers.
• And much more!

Panel Members from Living Solutions Plus:

• Lindsey McLean- Occupational Therapist, CHAT Certified and Owner of Living Solutions Plus
• Mariah Fielder- Physical Therapist

Slow Aging, Boost Productivity and Lower Risk for Alzheimer's and Dementia

We—not our genes—can have control over our cognitive destiny. Join TruVista and Dr. Marc Milstein, leading scientific researcher on brain health from UCLA, for a powerful webinar, as we discuss:

-Simple tips to do every day that supercharge your memory and productivity, and can lower risk for dementia and Alzheimer's.

-Quick and actionable steps to help you achieve energy-boosting sleep.

-Which surprising foods boost memory, and the one sneaky ingredient in food that can raise the risk of dementia

-The subtle signs of Alzheimer's and dementia, and how you can identify them before these issues develop.

-The often-overlooked factors that accelerate the aging of your brain and how to avoid these traps.