SEMINARS

First Community Trust provides comprehensive seminars on retirement and estate planning

Loading Events

« All Events

  • This event has passed.

Wills & Trusts: What You Need to Know

November 5 6:00 pm - 7:00 pm
Advantage Credit Union Logo

 

REGISTRATION CLOSED
This seminar has reached capacity, and registration is now closed. If you would like to schedule an individual appointment, please reach out to Wealth Advisor and Trust Officer, Lisa Grefe at (515) 518-1813 or Lisa.Grefe@fctrust.com.

Join First Community Trust, a trusted financial partner with Advantage Credit Union, for this informative in-person estate planning seminar. Estate planning may feel uncomfortable but is a topic everyone should give consideration. In this session, we’ll cover:

+ Difference between a will and a trust
+ Estate settlement process in Iowa
+ Benefits of a corporate trustee
+ Types of trusts you may consider

A successful estate plan ensures your wishes and loved ones are taken care of after you are gone, and the process begins with understanding your options. Don’t miss your chance to attend!

This presentation is intended solely for educational and informational purposes. No products or services are being sold or promoted.

Details

Organizer

Lisa Grefe
Phone:
(515) 518.1813
Email:
lisa.grefe@fctrust.com
Website:
View Organizer Website

Venue

  • Advantage Credit Union
  • 121 W 3rd St N
    Newton, IA 50208 United States
    + Google Map