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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

September 25 11:45 am - 1:00 pm

Ascentra Credit Union

Join First Community Trust and Ascentra Credit Union for a free seminar designed to help individuals at any stage of life build a stronger, more resilient financial plan. Whether you’re just starting out, building your wealth, or nearing retirement, this session will cover foundational strategies that can help you take control of your financial future.

What you’ll learn:

  • 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

Don’t leave your financial future to chance. Walk away with nine essentials every plan should include—plus practical next steps to help you move forward with confidence.

Register for this event here. Lunch will be provided.

Details

Date:
September 25
Time:
11:45 am - 1:00 pm
Event Category:

Organizers

Melissa Uzzell
Phone:
(563) 345.6558
Email:
melissa.uzzell@fctrust.com
Website:
View Organizer Website
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

Venue

Ascentra Credit Union (2019 Grant St., Bettendorf, Iowa)