SEMINARS

First Community Trust provides comprehensive seminars on retirement and estate planning

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February 2020

Estate Planning: An Overview of Wills, Trusts, and More

February 19 5:30 pm - 6:30 pm
Cedar Falls Public Library, 524 Main St.
Cedar Falls, IA 50613 United States
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Free
Dupaco Community Credit Union

Join First Community Trust for this no-cost presentation to learn more about: How FCT can settle estates in a professional and timely manner.  Estate settlement is a complex process requiring tax, investment, real estate, and estate planning experience. Having years of experience, First Community Trust settles estates in a professional and timely manner. We are impartial, not subject to family pressures, and as a business, there is no interruption in the settlement process due to illness, death, or life difficulties. How…

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Understanding Retirement Options: Before and After you Retire

February 20 5:30 pm - 6:30 pm
DuTrac Community Credit Union, 3465 Asbury Rd.
Dubuque, IA 52001 United States
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Free
DuTrac Community Credit Union

When it comes to your retirement there are some important questions to be answered: How do I know how much I can withdraw from my retirement nest egg? What are my options regarding Social Security? Why is longevity risk a new challenge for retirees? Why is asset allocation and diversification important? How do I make sure I pass money to my beneficiaries in the most efficient way when I die?

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Estate Planning: An Overview of Wills, Trusts, and More

February 27 5:45 pm - 6:45 pm
Dupaco Community Credit Union – Dubuque, 3999 Pennsylvania Ave
Dubuque, IA 52001 United States
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Free
Dupaco Community Credit Union

Join First Community Trust for this no-cost presentation to learn more about: How FCT can settle estates in a professional and timely manner.  Estate settlement is a complex process requiring tax, investment, real estate, and estate planning experience. Having years of experience, First Community Trust settles estates in a professional and timely manner. We are impartial, not subject to family pressures, and as a business, there is no interruption in the settlement process due to illness, death, or life difficulties. How…

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March 2020

Estate Planning: An Overview of Wills, Trusts, and More

March 5 5:30 pm - 6:30 pm
Hampton Inn, 1130 Park Place NE
Cedar Rapids, IA 52402 United States
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Collins Community Credit Union Logo

Join First Community Trust for this no-cost presentation to learn more about: How FCT can settle estates in a professional and timely manner.  Estate settlement is a complex process requiring tax, investment, real estate, and estate planning experience. Having years of experience, First Community Trust settles estates in a professional and timely manner. We are impartial, not subject to family pressures, and as a business, there is no interruption in the settlement process due to illness, death, or life difficulties. How…

REGISTER »
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