11
Feb
Free In-Person Seminar - Estate Planning: An Overview of Wills, Trusts & More
Tuesday, Feb 11, 2025 9 AM - 11 AM
Learn how to effectively plan your estate with First Community Trust.
Date: Thursday, February 11, 2025
Time: 9 - 11 a.m.
Location: Ascentra Credit Union Home Office, 2019 Grant St., Bettendorf, IA 52722
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.
This presentation will include useful insights into:
- Social Security strategies
- Sustainable withdrawal strategies
- Investment management considerations
- Tips for remaining on track
Space is limited, RSVP today by clicking here or by contacting Melissa Uzzell at 563-345-6558 or [email protected].