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Why would anyone establish a Trust?
November 18, 2021 @ 3:00 pm - 4:30 pm
Northwest Bank & Trust Company Investment Management Group invites you to attend an informative program where you will discover why trusts are no longer just for the Rockefellers.
Hear real life stories of individuals that have simplified their current financial situation and improved their estate plans with the use of a trust. The live presentation will be held at 3:00 p.m. on Thursday, November 18, 2021, at Northwest Bank & Trust Company’s NorthPark Tower second floor boardroom located at 100 E. Kimberly Road in Davenport. Advance registration by RSVP is necessary to attend.
Senior Vice President Cody Allen manages the Investment Management Group at Northwest Bank and will present this program. He is a graduate of Clarke College in Dubuque, Iowa. Cody holds a Certified Retirement Services Professional (CRSP) designation and has over 20 years of experience in the financial industry. He is also a graduate of the Cannon Institute.
Please call Melanie Hamerlinck at Northwest Bank on weekdays at 563-388-2628 or send her an email at mhamerlinck@northwestbank.com to reserve your seat at the November 18 program.
This is a Local Event
All Local Events are planned by Plus 60. Please do not call Tri-State for registration or information regarding Local Events.