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Wednesday
18
APR

Financial Planning Seminar

16:00
18:30
CHI St. Alexius Health
Event organized by CHI St. Alexius Health

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Transfer Planning for Future Generations. Applies to family business, farm and ranch, real estate, and other major assets
Presented by: First International Bank & Trust
4 p.m. and 5:30 p.m. (repeat sessions)
Boniface Auditorium

Jerry Cleveland, Wealth Management Officer, will discuss and answer questions on the following topics:
• Identify challenges/concerns of transferring assets
• Consideration on how to pass assets
• What is important to the family

RSVP by Monday, April 16 by calling 530.7389. Cost: FREE