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.

 


Wednesday, August 2
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 Cedar Rapids 1st Ave. branch
Time: 
1:00-4:00 p.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, August 23
Legacy Planning & Investment Management (Platteville, WI)

Location: Dupaco's Platteville 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
 • 729 days 2 hrs 6 mins 40 secs ago
I would like and need to attend some education class, but are there any in Cedar Rapids?
 

Re: Education
Dupaco Moderator
 • 729 days 1 hr 39 mins 36 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
 • 729 days 2 hrs 6 mins 40 secs ago
I would like and need to attend some education class, but are there any in Cedar Rapids?
 

Re: Education
Dupaco Moderator
 • 729 days 1 hr 39 mins 36 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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