Seminars

Estate Planning

Date: February 7, 2019

Time: 5:30 pm

Location: Country Inn & Suites - 4025 Hammond Ave

An Overview of Wills, Trusts, and More

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

Estate Planning

Date: February 13, 2019

Time: 5:30 pm

Location: Bettendorf Public Library

Ascentra

An Overview of Wills, Trusts, and More

To register call Britta at (563) 345.6558 or email her at bkeys@fctrust.com.

Retirement Planning

Date: February 21, 2019

Time: 5:30 pm

Location: DuTrac Community Credit Union - Asbury Rd. Dubuque

DuTrac Community Credit Union

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 Ron at (563) 557.5044 or email him at rbrosius@fctrust.com.

Estate Planning

Date: February 27, 2019

Time: 5:45 pm

Location: Dupaco - Pennsylvania Ave, Dubuque

An Overview of Wills, Trusts, and More

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

Estate Planning

Date: March 7, 2019

Time: 5:30 pm

Location: Cedar Rapids Museum of Art

An Overview of Wills, Trusts, and More

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