SEMINARS

First Community Trust provides comprehensive seminars on retirement and estate planning

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Understanding Retirement Options: Before and After you Retire

February 20 5:30 pm - 6:30 pm

Free
DuTrac Community Credit Union

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When it comes to your retirement there are some important questions to be answered:

  1. How do I know how much I can withdraw from my retirement nest egg?
  2. What are my options regarding Social Security?
  3. Why is longevity risk a new challenge for retirees?
  4. Why is asset allocation and diversification important?
  5. How do I make sure I pass money to my beneficiaries in the most efficient way when I die?

Details

Date:
February 20
Time:
5:30 pm - 6:30 pm
Cost:
Free
Event Category:

Venue

DuTrac Community Credit Union
3465 Asbury Rd.
Dubuque, IA 52001 United States
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Organizer

Erick Kephart
Phone:
563-557-5044
Email:
ekephart@fctrust.com