Seminars

Retirement Planning

Date: October 25, 2017

Time: 5:30 pm

Location: DuTrac Community Credit Union

Understanding Retirement Options: Before & After You Retire

  • Age 70½ distribution rules and other important ages
  • What to do with your 401(k)
  • How much can you safely withdraw
  • Investment Strategies

Most people know how to save for retirement….the tricky part comes during retirement.  Saving money is only half the challenge. Making it last is where First Community Trust can help.  We understand both the ins and outs of retirement investing and work with you to help create a personalized plan that fits your life.

When people retire or change jobs they are faced with the question of what to do with money in their retirement plan…and, many times, they do not know all the options that exist.  In most cases you are best served by either leaving the money in your current employer’s plan or rolling the money to an IRA.  There are many advantages to rolling the money to an IRA.  Learn about this and more at this seminar.

To register call Greg at (563) 557.5044 or email him at ggorton@fctrust.com.

Retirement Planning

Date: October 26, 2017

Time: 5:30 pm

Location: Bettendorf Public Library

Understanding Retirement Options: Before & After You Retire

  • Age 70½ distribution rules and other important ages
  • What to do with your 401(k)
  • How much can you safely withdraw
  • Investment Strategies

Most people know how to save for retirement….the tricky part comes during retirement.  Saving money is only half the challenge. Making it last is where First Community Trust can help.  We understand both the ins and outs of retirement investing and work with you to help create a personalized plan that fits your life.

When people retire or change jobs they are faced with the question of what to do with money in their retirement plan…and, many times, they do not know all the options that exist.  In most cases you are best served by either leaving the money in your current employer’s plan or rolling the money to an IRA.  There are many advantages to rolling the money to an IRA.  Learn about this and more at this seminar.

To register call Kris at (563) 345.6558 or email her at kkilburg@fctrust.com.

Retirement Planning

Date: November 1, 2017

Time: 5:30 pm

Location: Dupaco - Waterloo

Understanding Retirement Options: Before & After You Retire

  • Age 70½ distribution rules and other important ages
  • What to do with your 401(k)
  • How much can you safely withdraw
  • Investment Strategies

Most people know how to save for retirement….the tricky part comes during retirement.  Saving money is only half the challenge. Making it last is where First Community Trust can help.  We understand both the ins and outs of retirement investing and work with you to help create a personalized plan that fits your life.

When people retire or change jobs they are faced with the question of what to do with money in their retirement plan…and, many times, they do not know all the options that exist.  In most cases you are best served by either leaving the money in your current employer’s plan or rolling the money to an IRA.  There are many advantages to rolling the money to an IRA.  Learn about this and more at this seminar.

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

Retirement Planning

Date: November 2, 2017

Time: 3:00 pm & 5:30 pm

Location: Dupaco - Dubuque

Understanding Retirement Options: Before & After You Retire

  • Age 70½ distribution rules and other important ages
  • What to do with your 401(k)
  • How much can you safely withdraw
  • Investment Strategies

Most people know how to save for retirement….the tricky part comes during retirement.  Saving money is only half the challenge. Making it last is where First Community Trust can help.  We understand both the ins and outs of retirement investing and work with you to help create a personalized plan that fits your life.

When people retire or change jobs they are faced with the question of what to do with money in their retirement plan…and, many times, they do not know all the options that exist.  In most cases you are best served by either leaving the money in your current employer’s plan or rolling the money to an IRA.  There are many advantages to rolling the money to an IRA.  Learn about this and more at this seminar.

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

Retirement Planning

Date: November 15, 2017

Time: 5:30 pm

Location: Collins Community Credit Union

Understanding Retirement Options: Before & After You Retire

  • Age 70½ distribution rules and other important ages
  • What to do with your 401(k)
  • How much can you safely withdraw
  • Investment Strategies

Most people know how to save for retirement….the tricky part comes during retirement.  Saving money is only half the challenge. Making it last is where First Community Trust can help.  We understand both the ins and outs of retirement investing and work with you to help create a personalized plan that fits your life.

When people retire or change jobs they are faced with the question of what to do with money in their retirement plan…and, many times, they do not know all the options that exist.  In most cases you are best served by either leaving the money in your current employer’s plan or rolling the money to an IRA.  There are many advantages to rolling the money to an IRA.  Learn about this and more at this seminar.

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