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Preserve Your Financial Legacy: Asset Protection Workshop
Sponsoring Branch: Oconomowoc
September 13, 2018
155 W Wisconsin Ave Oconomowoc , WI 53066
Preserve Your Financial Legacy and Provide Peace of Mind!
Join FBFC and Melick Law, LLC for this complimentary, educational workshop, where we’ll cover topics including, but not limited to:
- Why is estate planning so important
- What is a Will and why is it important
- What is probate and how to avoid it
- Why consider 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
Please RSVP by calling (888) 569-9909.
Insurance products are not FDIC insured. Are not a deposit. May lose value. Have no bank or affi liate 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.