Asset Protection Workshop Dates

Preserve Your Financial Legacy and Provide Peace of Mind

Join First Bank Financial Centre and Melick Law, LLC at one of our complimentary, educational workshops.  

We'll cover topics including, but not limited to:

  • Why estate planning is so important
  • Your Will and why it is important
  • Probate and how to avoid it
  • Considering a funeral trust
  • How to increase your monthly income
  • Alternatives to long term care insurance
  • The difference between a revocable and irrevocable trust
  • Why a Power of Attorney is critical to your estate planning

To RSVP, please CLICK HERE, or call (888) 569-9909.

Date Time Location Address
Thursday, May 17, 2018 9:30 – 11:30am FBFC's Corporate Branch 155 W. Wisconsin Ave. in Oconomowoc
Thursday, August 2, 2018 9:30 – 11:30am FBFC's Corporate Branch 155 W. Wisconsin Ave. in Oconomowoc
Thursday, September 13, 2018 9:30 – 11:30am FBFC's Corporate Branch 155 W. Wisconsin Ave. in Oconomowoc

 

We hope to see you at one of these great workshops!

Insurance products are not FDIC insured. Are not a deposit. May lose value. Have no bank or affiliate guarantee. Are not insured by any government agency. First Bank Financial Centre does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.