Your Digital Life Deserves a Plan

Starts: Tuesday, September 22, 2026 5:30 PM
Ends: Tuesday, September 22, 2026 7:00 PM

Location:

626 Lincoln Way
Ames, Iowa

How to find us:

Cellar 626

Contact:

Joni Kellen
515.598.1358
Image of a person signing up for the Estate Planning seminar on Tuesday, June 23

Your digital footprint is bigger than you may think. Bank accounts, online subscriptions, family photos, airline miles, hotel rewards, gift cards, and social media profiles all have value and require planning. Join us to discover practical steps for organizing your digital assets and creating a plan that helps loved ones manage your online affairs when the time comes.

Tuesday, September 22, 2026

5:30 PM

Cellar 626 | 626 Lincoln Way, Ames, IA

Secure Your Seat!

This event is hosted by Northwest Wealth Management, LLC, featuring Wealth Advisor Joni Kellen, who will guide attendees through smart strategies and clear explanations designed to support confident retirement planning.


What you will learn:

Most estate plans overlook your digital life creating risk for families and business owners.

In this session you'll learn:

  • Why digital assets are often missed
  • What happens to accounts at death or incapacity
  • The hidden value in personal and business digital assets
  • Simple steps to organize and protect your digital footprint

Secure your digital legacy and ensure it's accessible when it matters most.


Meet the experts guiding this session:

Image of Joni Kellen, Wealth Advisor in Ames, IowaImage of Shawn Smith Managing Attorney The Smith Law Firm, PC

Joni Kellen, CFP®

Wealth Advisor

100 S 16th Str

Shawn Smith

Managing Attorney

The Smith Law Firm, PC

Space is limited. Please RSVP to Joni by Wednesday, September 16.

Secure Your Seat!


 

Advisors represent Northwest Wealth Management, a registered investment advisor and affiliate of Northwest Bank. Not FDIC insured. No bank guarantee. May lose value. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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