Seminars

Estate Planning

Date: August 30, 2017

Time: 3:00 am & 5:30 pm

Location: Dupaco - Dubuque

Fundamentals of Estate Planning

Education is essential….Even if you already have an estate plan, you may not understand what it says or means.

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 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 seminar.

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

Estate Planning

Date: September 14, 2017

Time: 5:30 pm

Location: Collins Community Credit Union

Fundamentals of Estate Planning

Education is essential….Even if you already have an estate plan, you may not understand what it says or means.

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 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 seminar.

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

Retirement Planning

Date: October 18, 2017

Time: 3:00 pm & 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: 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.