Seminars

Retirement Planning

Date: November 1, 2018

Time: 5:45 pm

Location: Dupaco - Dubuque

Understanding Retirement Options: Before & After You Retire

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?

To register call Jim at (563) 690.0029 or email him at jliddle@fctrust.com

Retirement Planning

Date: November 8, 2018

Time: 5:30 pm

Location: Country Inn & Suites - 4025 Hammond Ave

Understanding Retirement Options: Before & After You Retire

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?

To register call Diane at (319) 859.3461 or email her at dderifield@fctrust.com.

Retirement Planning

Date: November 15, 2018

Time: 5:30 pm

Location: Cedar Rapids Museum of Art

Understanding Retirement Options: Before & After You Retire

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?

To register contact Kathy at (319) 294.6128 or email her at kdonnelly@fctrust.com

Or Matthew at (319) 626.3593 or mdidier@fctrust.com