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First Community Trust provides comprehensive seminars on retirement and estate planning

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What’s Missing from Your Financial Plan? 9 Essentials for Success

October 29 5:30 pm - 6:30 pm

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Join us for our complimentary webinar, “What’s Missing from Your Financial Plan? 9 Essentials for Success,” where you’ll be guided through essential financial planning topics and discover strategies to help identify your financial goals.

Our expert speakers will guide you through:

  • The importance of goal-setting in financial planning.
  • Key steps to achieving debt freedom and securing financial independence.
  • Strategies to maximize tax efficiency and preserve your wealth for retirement and beyond.
  • Additional considerations to ensure a lasting legacy.

Whether you’re just beginning your financial journey, nearing retirement or in retirement, this webinar provides the key cornerstones of planning to help you achieve lasting financial security.

  • Register for this educational webinar here.

 

Details

Date:
October 29
Time:
5:30 pm - 6:30 pm
Event Category:

Venue

Online via Zoom

Organizers

Sarah Reicks
Phone:
563-258-7221
Email:
Sarah.reicks@fctrust.com
Website:
View Organizer Website
Ron Brosius
Phone:
563-258-7153
Email:
ron.brosius@fctrust.com
Website:
View Organizer Website
Jason Freese
Phone:
(515) 956.3030
Email:
jason.freese@fctrust.com
Kristin Evans
Email:
Kristin.evans@fctrust.com
Melissa Uzzell
Phone:
(563) 345.6558
Email:
melissa.uzzell@fctrust.com
Website:
View Organizer Website
Lisa Grefe
Phone:
(515) 518.1813
Email:
lisa.grefe@fctrust.com
Website:
View Organizer Website