What Documents Will the Kids Need When I’m Gone?

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. Not ready to share the details of your finances with your kids right now? Here are the important documents you’ll need to keep in a safe place so your wishes are carried out as you have planned. 

Presented By

Cody Allen, Investment Management Group

Cody Allen, CRSP

Senior Vice President

Northwest Bank & Trust Company Investment Management Group

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.

If you have questions or would like to discuss anything you’ve seen in this video, feel free to email Cody at callen@northwestbank.com.