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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.
|Wednesday, April 1, 2020||9:30 – 11:30am||Bavarian Bierhaus||700 W. Lexington Blvd. in Glendale|
|Tuesday, April 14, 2020||9:30 – 11:30am||Bank Five Nine’s Grafton Branch||2300 Washington St. in Grafton|
|Wednesday, April 29, 2020||10:00 – 12:00pm||West Bend Library||630 Poplar St. in West Bend|
|Tuesday, May 5, 2020||9:30 – 11:30am||Bank Five Nine’s Corporate Office – 4th Floor||155 W. Wisconsin Ave. in Oconomowoc|
|Wednesday, May 13, 2020||3:30 – 5:30pm||Jack Russell Memorial Library||100 Park Ave. in Hartford|
|Thursday, September 24, 2020||9:30 – 11:30am||Bank Five Nine’s Corporate Office – 4th Floor||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. Bank Five Nine does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.