Loading Events

« All Events

How to Be Charitable, While Being Tax Wise

October 28 @ 8:00 am - 9:00 am
Free

How to Be Charitable, While Being Tax Wise with Nick Blasberg
Wednesday, October 28 | 8–9 a.m.
Funky Bean Coffee House | Reinbeck, Iowa

Join the Grundy County Community Foundation for a casual morning coffee and conversation about charitable giving and tax-wise financial planning.

We’ll be joined by Nick Blasberg, Financial Advisor and Co-Founder of Generational Wealth Partners, for a Q&A focused on the questions many of us have when it comes to giving, taxes and planning for the future.

Have a question you’ve always wondered about? Bring it with you! You’ll also have the opportunity to submit a question anonymously on an index card during the event. Nick will answer as many questions as possible, so you can ask what’s on your mind without having to speak up in front of the group.

Grab a cup of coffee, bring your questions and join us for a relaxed conversation about how charitable giving can fit into your overall financial plan.

About Nick Blasberg

Nick Blasberg is a Financial Advisor and Co-Founder of Generational Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. A Waterloo native and Wartburg College graduate, Nick brings nearly 15 years of experience in financial planning and wealth management.

His passion for helping families plan for the future began while serving as the director of an assisted living facility, where he saw firsthand the financial challenges many families face. Today, Nick helps clients navigate important financial decisions while building meaningful relationships throughout Northeast Iowa.

Nick lives in Cedar Falls with his family and enjoys spending time outdoors, especially boating.

Event Details

Date: Wednesday, October 28
Time: 8–9 a.m.
Location: Funky Bean Coffee House, Reinbeck
Hosted by: Grundy County Community Foundation

This is a free, informal event. Coffee will be available for attendees.

Have a question for Nick?

Bring your questions with you! You can ask during the Q&A or submit a question anonymously on an index card when you arrive.

Details

  • Date: October 28
  • Time:
    8:00 am - 9:00 am
  • Cost: Free

Venue

How to Be Charitable, While Being Tax Wise RSVP

2 Going