Financial Seminar

Mark your calendars now to join us for the next in our Financial Education Series entitled “Social Security Income Planning”. Woodford State Bank invites you to attend this seminar to help you achieve your financial goals. Clearpath Financial Partners representative, Tom Stauffacher will help you better understand Social Security terminology and techniques to potentially increase your future benefits from the Social Security Administration. There is no charge to attend this seminar, however seating is limited so please contact Nikki Matley at (608) 329-2071 or via email at nmatley@wsbank.net to reserve your spot. Seminars will be held at Woodford State Bank at 403 W. 8th Street.

Friday, November 7th, 10 - 11:30 am
OR
Wednesday, November 12th, 6:30 – 8 pm

Securities and advisory services offered through the Strategic Financial Alliance, Inc. (SFA) member FINRA/SIPC. Thomas L. Stauffacher is a registered Representative. Supervising office 414-545-0404. Woodford State Bank and SFA/Clearpath Financial Partners are not affiliated.

No bank guarantee * Not FDIC Insured. * May involve loss of principal

TRUST Seminar

Revocable Living Trusts…what are they? Why have one? Are they right for everybody? Clear up any misconceptions you may have about trusts at this informative seminar presented by Charles Wellington, Attorney at Kittelsen, Barry, Wellington, Thompson and Schluesche Law firm. There is no charge to attend this seminar, however seating is limited so please contact Nikki Matley at (608) 329-2071 or via email at nmatley@wsbank.net to reserve your spot. There will be two identical seminars for your convenience at two of our Woodford State Bank locations.

Friday, November 14th, 10:30 - 11:30 am (MONROE location)
OR
Tuesday, November 18th, 5 - 6 pm (ARGYLE location)

   

Member FDIC

Woodford State Bank

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