Thank you for your interest in viewing this program, presented by Cody Allen, Senior Vice President of the Investment Management Group at Northwest Bank & Trust Company. Many people choose family members as their executor without a full understanding of what that means. Settling an estate can be overwhelming. In this program, you will find out how to protect and preserve relationships among your family members while ensuring that your estate is settled according to probate and state laws.
Senior Vice President Cody Allen manages the Investment Management Group at Northwest Bank & Trust Company in Davenport, Iowa. He is the presenter of this video. Cody is a graduate of Clarke College in Dubuque, Iowa, holds a Certified Retirement Services Professional (CRSP) designation, and has over twenty years of experience in the financial industry. He is also a graduate of the Cannon Institute. If you would like to learn more about the Investment Management Group and their services, click here.