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Asset Protection Workshop Dates

Preserve Your Financial Legacy and Provide Peace of Mind

Join Bank Five Nine 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
  • How to help meet extended care needs
  • 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.

DateTimeLocationAddress
Wednesday, April 1, 20209:30 – 11:30amBavarian Bierhaus700 W. Lexington Blvd. in Glendale
Tuesday, April 14, 20209:30 – 11:30amBank Five Nine’s Grafton Branch2300 Washington St. in Grafton
Wednesday, April 29, 202010:00 – 12:00pmWest Bend Library630 Poplar St. in West Bend
Tuesday, May 5, 20209:30 – 11:30amBank Five Nine’s Corporate Office – 4th Floor155 W. Wisconsin Ave. in Oconomowoc
Wednesday, May 13, 20203:30 – 5:30pmJack Russell Memorial Library100 Park Ave. in Hartford
Thursday, September 24, 20209:30 – 11:30amBank Five Nine’s Corporate Office – 4th Floor155 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. Bank Five Nine does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.