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.

 

Thursday, August 30
Legacy Planning & Investment Management (Dyersville, IA)

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


Thursday, September 6
Estate Planning Seminar

Location: Dupaco Community Credit Union; 3999 Pennsylvania Ave.; Dubuque, IA
Time:
5:45—6:45 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 Jim Liddle at (563) 690-0029 or jliddle@fctrust.com.


Monday, September 10
Legacy Planning & Investment Management (Galena, IL)

Location: Dupaco's Galena branch
Time:
8:30-11:30 a.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 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, September 12
Estate Planning Seminar

Location: Dupaco's San Marnan financial learning lab
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.


Wednesday, September 12
Legacy Planning & Investment Management (Platteville, WI)

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


Thursday, September 20
Legacy Planning & Investment Management (Cedar Rapids, IA)

Location: Dupaco's Cedar Rapids William's Blvd branch
Time:
8:30-11:30 a.m.
Location: Dupaco's Marion financial learning lab
Time: 
1:00-4:00 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 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!

 

   
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