Seminars & Education

To help arm you with the information you need to make even better financial decisions and enhance skills in other areas of your life, Dupaco brings you an ongoing series of seminars and educational opportunities.

 

Webinar: How to Prepare and Pay For College

THE WEBINAR HAS ENDED. 
The recording will become available during the week of June 12
in the On-Demand Webinars tab.

College planning and the financial aid process can seem overwhelming for everyone involved. Dupaco is here to help by offering members this free webinar.

This webinar was co-presented by Dupaco and Student Choice. Helpful insider tips included:

  • When to start planning for college
  • What to do each year leading up to college
  • How to choose a college and what questions to ask
  • Understanding the cost of a college degree
  • How to receive free money towards college
  • How to financially cover the remaining cost
Printable Document

Download accompanying handouts

Wednesday, July 12
Legacy Planning & Investment Management (Galena, IL)

Location: Dupaco's Galena branch
Time:
8:30-11:30 a.m.

Legacy planning is about getting the right legal documents and processes in place to plan for the possibility of mental incapacity and inevitable death. Learn about last wills and testaments, revocable and irrevocable living trusts, and probate. Investment management encompasses agency investment accounts, 401(k) rollovers, IRA transfers and more. These can be challenging and confusing areas—but we can help.

First Community Trust’s Jim Liddle will be available for one-on-one legacy/estate planning and investment management advice.

To schedule your free appointment, contact Jim Liddle at (563) 690-0029 or jliddle@fctrust.com.


Wednesday, July 19
Estate & Retirement Planning Seminars

Location: NICC; 1200 1/2 W. Main St. (next door to Dupaco's Manchester branch); Manchester, IA
Time:
Estate Planning: 4:005:00 p.m.; Retirement Planning: 5:30—6:30 a.m.
Presented by First Community Trust, these free seminars will cover Estate and Retirement planning.

The Estate Planning seminar will cover the topic of estate planning, with an overview of wills, trusts, and more. The retirement seminar will cover the topic of making one's retirement savings last throughout retirement, distribution rules, and what to do with a 401(k).

Additionally, a representative from FCT will be available, beginning at 1:00 p.m., to answer any questions prior to the seminars.

Pre-registration is requested by calling Vicki Konichek at (866) 587-0533 or emailing Diane Derifield at dderifield@fctrust.com.


Thursday, July 20
Legacy Planning & Investment Management (Dyersville, IA)

Location: Dupaco's Dyersville branch
Time:
8:30-11:30 a.m.

Legacy planning is about getting the right legal documents and processes in place to plan for the possibility of mental incapacity and inevitable death. Learn about last wills and testaments, revocable and irrevocable living trusts, and probate. Investment management encompasses agency investment accounts, 401(k) rollovers, IRA transfers and more. These can be challenging and confusing areas—but we can help.

First Community Trust’s Jim Liddle will be available for one-on-one legacy/estate planning and investment management advice.

To schedule your free appointment, contact Jim Liddle at (563) 690-0029 or jliddle@fctrust.com.

Looking for past webinars? Click on the "On-Demand Webinars" tab to watch pre-recorded Dupaco webinars for free!

   
Comments (1)
Education
Alexis B
 • 697 days 14 hrs 2 mins 13 secs ago
I would like and need to attend some education class, but are there any in Cedar Rapids?
 

Re: Education
Dupaco Moderator
 • 697 days 13 hrs 35 mins 9 secs ago

Hi Alexis, The classes listed on this page are currently only in Dubuque. We would highly recommend that you visit one of our Cedar Rapids branches if you are seeking basic financial education. We have many great employees there to help you get the answers to your questions!

 

Education
Alexis B
 • 697 days 14 hrs 2 mins 13 secs ago
I would like and need to attend some education class, but are there any in Cedar Rapids?
 

Re: Education
Dupaco Moderator
 • 697 days 13 hrs 35 mins 9 secs ago

Hi Alexis, The classes listed on this page are currently only in Dubuque. We would highly recommend that you visit one of our Cedar Rapids branches if you are seeking basic financial education. We have many great employees there to help you get the answers to your questions!

 

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