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, December 20
Legacy Planning & Investment Management (Dyersville, IA)

Location: Dupaco's Dyersville branch
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!

 

 

   
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