Seminars

Estate Planning

Date: June 27, 2019

Time: 5:30 pm

Location: Country Inn & Suites - 4025 Hammond Ave

Dupaco Logo

An Overview of Wills, Trusts, and More

Estate planning isn’t simply about signing a bunch of legal documents that get spit out of a computer – instead, it’s about making informed decisions that lead to the creation of legal documents that put your wishes, goals and final instructions in writing, resulting in the one basic thing that estate planning is really all about – creating peace of mind for you and your loved ones.
The process of estate planning includes inventorying your assets and making a will and/or establishing a trust, often with an emphasis on minimizing taxes. People often associate a Trust only with the wealthy. But a Trust actually can be an effective financial tool for many people in many circumstances.

First Community Trust can help make sure you have the estate plan that is right for you. Take the time to evaluate carefully what you are trying to accomplish. Learn all about the essential estate planning documents, including Last Will and Testaments, Revocable Living Trusts, Irrevocable Trusts, and more at this FREE seminar.

RSVP with Diane Derifield at (319) 859.3461 or email her at dderifield@fctrust.com.

Estate Planning

Date: July 17, 2019

Time: 4:00 pm

Location: Country Inn & Suites - Galena, IL

Dupaco Logo

An Overview of Wills, Trusts, and More

Estate planning isn’t simply about signing a bunch of legal documents that get spit out of a computer – instead, it’s about making informed decisions that lead to the creation of legal documents that put your wishes, goals and final instructions in writing, resulting in the one basic thing that estate planning is really all about – creating peace of mind for you and your loved ones.
The process of estate planning includes inventorying your assets and making a will and/or establishing a trust, often with an emphasis on minimizing taxes. People often associate a Trust only with the wealthy. But a Trust actually can be an effective financial tool for many people in many circumstances.

First Community Trust can help make sure you have the estate plan that is right for you. Take the time to evaluate carefully what you are trying to accomplish. Learn all about the essential estate planning documents, including Last Will and Testaments, Revocable Living Trusts, Irrevocable Trusts, and more at this FREE seminar.

RSVP with Jim Liddle at 563-690-0029 or jliddle@fctrust.com.

Join us from 5:30 pm – 6:30 pm for a Retirement Planning session.

Retirement Planning

Date: July 17, 2019

Time: 5:30 pm

Location: Country Inn & Suites - Galena, IL

Dupaco Logo

Understanding Retirement Options…Before and After your 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?

RSVP with Jim Liddle at 563-690-0029 or jliddle@fctrust.com.

Join us from 4:00 – 5:00 pm for an Estate Planning session.

Estate Planning

Date: August 1, 2019

Time: 4:00 pm

Location: Hampton Inn - Clinton, IA

Ascentra

An Overview of Wills, Trusts, and More

Estate planning isn’t simply about signing a bunch of legal documents that get spit out of a computer – instead, it’s about making informed decisions that lead to the creation of legal documents that put your wishes, goals and final instructions in writing, resulting in the one basic thing that estate planning is really all about – creating peace of mind for you and your loved ones.
The process of estate planning includes inventorying your assets and making a will and/or establishing a trust, often with an emphasis on minimizing taxes. People often associate a Trust only with the wealthy. But a Trust actually can be an effective financial tool for many people in many circumstances.

First Community Trust can help make sure you have the estate plan that is right for you. Take the time to evaluate carefully what you are trying to accomplish. Learn all about the essential estate planning documents, including Last Will and Testaments, Revocable Living Trusts, Irrevocable Trusts, and more at this FREE seminar.

RSVP with Britta Keys at 563-345-6558 or bkeys@fctrust.com.

Join us from 5:30 pm – 6:30 pm for a Retirement Planning session.

Retirement Planning

Date: August 1, 2019

Time: 5:30 pm

Location: Hampton Inn - Clinton, IA

Ascentra

Understanding Retirement Options…Before and After your 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?

RSVP with Britta Keys at 563-345-6558 or bkeys@fctrust.com.

Join us from 4:00 – 5:00 pm for an Estate Planning session.

Estate Planning

Date: August 1, 2019

Time: 4:00 pm

Location: Hampton Inn - Clinton, IA

DuTrac Community Credit Union

An Overview of Wills, Trusts, and More

Estate planning isn’t simply about signing a bunch of legal documents that get spit out of a computer – instead, it’s about making informed decisions that lead to the creation of legal documents that put your wishes, goals and final instructions in writing, resulting in the one basic thing that estate planning is really all about – creating peace of mind for you and your loved ones.
The process of estate planning includes inventorying your assets and making a will and/or establishing a trust, often with an emphasis on minimizing taxes. People often associate a Trust only with the wealthy. But a Trust actually can be an effective financial tool for many people in many circumstances.

First Community Trust can help make sure you have the estate plan that is right for you. Take the time to evaluate carefully what you are trying to accomplish. Learn all about the essential estate planning documents, including Last Will and Testaments, Revocable Living Trusts, Irrevocable Trusts, and more at this FREE seminar.

RSVP with Ron Brosius at 563-557-5044 or rbrosius@fctrust.com

Join us from 5:30 pm – 6:30 pm for a Retirement Planning session.

Retirement Planning

Date: August 1, 2019

Time: 5:30 pm

Location: Hampton Inn - Clinton, IA

DuTrac Community Credit Union

Understanding Retirement Options…Before and After your 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?

RSVP with Ron Brosius at 563-557-5044 or rbrosius@fctrust.com.

Join us from 4:00 – 5:00 pm for an Estate Planning session.

Estate Planning

Date: August 6, 2019

Time: 9:30 am

Location: Cedar Rapids Marriott

Collins Community Credit Union

An Overview of Wills, Trusts, and More

Estate planning isn’t simply about signing a bunch of legal documents that get spit out of a computer – instead, it’s about making informed decisions that lead to the creation of legal documents that put your wishes, goals and final instructions in writing, resulting in the one basic thing that estate planning is really all about – creating peace of mind for you and your loved ones.
The process of estate planning includes inventorying your assets and making a will and/or establishing a trust, often with an emphasis on minimizing taxes. People often associate a Trust only with the wealthy. But a Trust actually can be an effective financial tool for many people in many circumstances.

First Community Trust can help make sure you have the estate plan that is right for you. Take the time to evaluate carefully what you are trying to accomplish. Learn all about the essential estate planning documents, including Last Will and Testaments, Revocable Living Trusts, Irrevocable Trusts, and more at this FREE seminar.

RSVP with Kathy Donnelly at 319-294-6128 or kdonnelly@fctrust.com.

Join us from 11:00 pm – 12:00 pm for a Retirement Planning session.

Retirement Planning

Date: August 6, 2019

Time: 11:00 am

Location: Cedar Rapids Marriott

Collins Community Credit Union

Understanding Retirement Options…Before and After your 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?

RSVP with Kathy Donnelly at 319-294-6128 or kdonnelly@fctrust.com.

Join us from 9:30 – 10:30 am for an Estate Planning session.

Estate Planning

Date: August 6, 2019

Time: 3:00 pm

Location: Cedar Rapids Marriott

Collins Community Credit Union

An Overview of Wills, Trusts, and More

Estate planning isn’t simply about signing a bunch of legal documents that get spit out of a computer – instead, it’s about making informed decisions that lead to the creation of legal documents that put your wishes, goals and final instructions in writing, resulting in the one basic thing that estate planning is really all about – creating peace of mind for you and your loved ones.
The process of estate planning includes inventorying your assets and making a will and/or establishing a trust, often with an emphasis on minimizing taxes. People often associate a Trust only with the wealthy. But a Trust actually can be an effective financial tool for many people in many circumstances.

First Community Trust can help make sure you have the estate plan that is right for you. Take the time to evaluate carefully what you are trying to accomplish. Learn all about the essential estate planning documents, including Last Will and Testaments, Revocable Living Trusts, Irrevocable Trusts, and more at this FREE seminar.

RSVP with Kathy Donnelly at 319-294-6128 or kdonnelly@fctrust.com.

Join us from 4:30 pm – 5:30 pm for a Retirement Planning session.

Retirement Planning

Date: August 6, 2019

Time: 4:30 pm

Location: Cedar Rapids Marriott

Collins Community Credit Union

Understanding Retirement Options…Before and After your 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?

RSVP with Kathy Donnelly at 319-294-6128 or kdonnelly@fctrust.com.

Join us from 3:00 – 4:00 pm for an Estate Planning session.