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.

 


Tuesday, January 29
Legacy Planning & Investment Management (Waterloo, IA)

Location: Dupaco's San Marnan Financial Learning Lab
Time:
9:00 a.m.-12:00 p.m.

Have you experienced changes to your financial situation or have a greater need to prepare for uncertainty?

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 Diane Derifield will be available for one-on-one legacy/estate planning and investment management advice.

To schedule your free appointment, contact Diane Derifield at (319) 859-3461 or dderifield@fctrust.com.


Thursday, February 7
Estate Planning Seminar

Location: Country Inn & Suites; 4025 Hammond Ave.
Time:
5:30—6:30 p.m. 
Presented by First Community Trust, this free seminar will cover the topic of estate planning, with an overview of wills, trusts, and more. Pre-registration is requested by contacting Diane Derifield at (319) 859-3461 or dderifield@fctrust.com.


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

 

 

   
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