Ascentra Credit Union offers members and businesses the ability to obtain trust and managed investment services through a partnership with First Community Trust.
The professionals at First Community Trust have years of experience in trust, retirement, and investment services and can provide expert guidance on the following services:
- Investment management accounts (for individuals and businesses)
- Trust administration
- Estate administration
- IRA/401(k) rollovers
- 401(k)/pension/profit sharing plans
- Retirement planning
- Investment management for non-profits
- Estate planning/will review (Revocable living trusts/testamentary trusts/trusts under wills)
For a personal consultation with no cost or obligation, contact First Community Trust Officer, Britta Keys.
Vice President, First Community Trust Services, N.A.
949 Mississippi View Court, Leclaire IA 52753
Fundamentals of Estate Planning:
An Overview of Wills, Trusts, & More
When: Thursday August 23, at 5:30 p.m. - 6:30 p.m.
Where: Bettendorf Public Library 2950 Learning Campus Dr., Bettendorf, IA
RSVP to 563-345-6558 or firstname.lastname@example.org
First Community Trust offers free seminars on Estate Planning to Ascentra members. Below are comments that members have made after attending these educational and informative seminars.
“I have been putting off taking care of our wills and estate plan for way too long, the seminar really helped me understand the process and what I need to get the right things in place” - Randy
“I saw the invitation to the First Community Trust seminar and at first was a little hesitant to come, I didn’t want to be 'sold' anything. But I am very glad that I went, I found it very educational and learned a lot.” - Marissa