Description

For Community First Banks' 20th year in business, they are making a concerted effort to provide even more value to our customers and community. The Community First Invest Group has put together a seminar for individual investors who may be interested in exploring the option of early retirement. Nate Hasto will unpack how to utilize the proper account types for access and tax efficiency. Matt Allen will speak about health insurance options before Medicare eligibility, and Zech Yoder will talk about Estate Planning. If you are interested in attending or have employees that would benefit, feel free to register or direct them to register here.