Trust Chats

GBT Trust Chats are informal, conversational, one-hour seminars designed to educate our clients and the community about our trust services and how they can benefit individuals and their families.
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Next Trust Chat
Topic: Planning for Financial Managment Assistance
Date: Thursday, June 10, 2010 from 11:30 - 1:00 (complimentary luncheon provided)
Location: Guaranty Bank Downtown Boardroom
RSVP: (319) 286-6200
Presenters: Darrel Morf of Simmons Perrine Moyer Bergman PLC
Overview:
  • Agency Agreements
  • POA Appointments
  • Revocable Trusts
  • Conservatorships
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