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: Investing in an Uncertain Market
Date: Tuesday, Sept 21, 2010 from 11:30 - 1:00 (complimentary luncheon provided)
Location: Guaranty Bank Downtown Boardroom
RSVP: (319) 286-6200
Presenters: Brad Lewis, CPA, CMFC and
Nick Smith, CPA, CMFC with
Steele Capital Management, Inc.
Overview:
  • Staying focused on long-term goals 
  • How to invest in volatile markets 
  • Managing portfolios to me cash needs 
  • Current market insight 
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