Daily Dupaco

Tuesday, May 27, 2014

Seminars to highlight retirement and estate planning strategies

Dupaco will join forces with First Community Trust to present two free seminars on Wednesday,  June 18, covering the topics of estate planning and retirement planning.  Each seminar will last approximately one hour, with the estate planning seminar being offered at 11 a.m. and the retirement seminar beginning at 3:30 p.m. The seminars will be held at Dupaco's Pennsylvania branch office, located at 3999 Pennsylvania Avenue, in Dubuque.

Estate planning is about getting the right legal documents in place and ensures your wishes regarding your assets are carried out in your absence.  When done correctly, estate plans can save your family time, money, and grief.

Effective retirement planning includes strategies for making your retirement dollars last, knowing current distribution rules, and considering options for your 401(k).

There is no cost or obligation to attend the seminars, and all are welcome. For reservations, contact Jim Liddle, First Community Trust at (563) 690-0029.

Comments (0)

Post a Comment

Please provide your information. Name and email address are required. Email address will not be displayed with the comment.
 
Name:
Email:
Comment Title:
Comment:
 
Security:
Please enter the code shown in the image
 
 
 

Thank you. Your comment is being reviewed and if approved, will be posted shortly.

Related Content
Daily Dupaco Archive