You have worked hard for your money and made every attempt to be a conscientious saver. So it’s only natural that you want some control over what happens to your assets after your die. Regardless of your net worth, you should have an estate plan to ensure your assets are distributed according to your wishes and in a timely fashion.
Attend our free seminar!
Enjoy light appetizers as you learn about estate planning topics, such as last will and testaments, revocable living trusts and irrevocable trusts.
Wednesday, February 19, 5:30 - 6:30 p.m.
Cedar Falls Public Library
Seating is limited.
Reserve your spot at the seminar by calling (319) 236-6792 or RSVP online.
|Francis A. "Chip" Murray, President & Chief Operating Officer, First Community Trust
Mr. Murray has over 25 years of financial and trust experience. He has been involved in all phases of banking and trust services as a commercial lender, trust manager and senior retail officer.
|Julie A. Ames, Vice President, First Community Trust
Ms. Ames has over 15 years of experience in personal trust administration and IRAs. She specializes in working with individual clients on their personal trust and retirement needs. Julie is a graduate of the Cannon Financial Institute.
FCT is available to help you consider all your investment and trust options. If you cannot attend the event, we encourage you to schedule a no-cost, no-obligation consultation with Julie Ames, FCT Vice President and Trust Officer, by calling (319) 236-5671 or (800) 235-3228 ext. 5671.