Tomorrow & Beyond 

Estate Planning Starts Here

Knowing how to protect what matters most shouldn't feel overwhelming. Join us for a free educational seminar series designed to help you understand estate planning — and take the first steps with confidence.

What You'll Learn

Estate planning affects everyone, regardless of age or income. Whether you're just starting out or looking to update an existing plan, this series will walk you through what you need to know.

What To Expect

Each session in our complimentary series covers a different aspect of estate planning. Join us for one or all of them, whatever your schedule will allow. Sessions will run for approximately 90 minutes and a light meal will be provided. 

 

Session 1: Estates & Beyond - Not sure where to start? This introductory session covers the basics of estate planning, common misconceptions, how to avoid some common mistakes, and why having an estate plan in place matters more than you might think. 

Dates/Times Offered:

  • Tuesday, August 18th, 11:30am - 1pm, Decorah - FULL
  • Tuesday, August 18th, 5:30-7pm, Decorah - FULL
  • Wednesday, August 19th, 11:30am - 1pm, Cresco 
  • Wednesday, August 19th, 5:30-7pm, Cresco 

Session 2: Wills & Beyond - Cut through the confusion. This session will review the probate process, the key legal documents, when each one applies and how they work together to protect you and your loved ones.

Dates/Times Offered:

  • Tuesday, September 1st, 11:30am - 1pm, Decorah - FULL
  • Tuesday, September 1st, 5:30-7pm, Decorah - FULL
  • Wednesday, September 2nd, 11:30am - 1pm, Cresco 
  • Wednesday, September 2nd, 5:30-7pm, Cresco 

Session 3: Trusts & Beyond - Life is unpredictable. Learn how trusts may fit into your estate planning as a way to safeguard your assets and your family's financial future, as well as ensure your wishes are honored.  

Dates/Times Offered:

  • Tuesday, September 15th, 11:30am - 1pm, Decorah - FULL
  • Tuesday, September 15th, 5:30-7pm, Decorah - FULL
  • Wednesday, September 16th,11:30am - 1pm, Cresco 
  • Wednesday, September 16th, 5:30-7pm, Cresco 

 

 

 

Seating is limited. Reserve your spot via the form below for one or more sessions. It's free and no commitment is required!

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  • The Decorah sessions are FULL. Please register for a Cresco session (it does not matter where you live - anyone can attend any session) or indicate your interest in the Waiting List or a future session in the form to the right or below.

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  • Please complete the following information to be added to the Decorah Session Waiting List, or have interest in attending a future Decorah-located session.

  • Phone Number

Products provided by Decorah Bank & Trust's Trust Services Department are Not insured by the FDIC; are Not deposits; and May lose value.

 

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