Financial Education Center

Webinar: Capital Market Recap and Outlook

George Nicola, Vice President and First Bank’s Director of Portfolio Management and Investments, and Joe Maxwell, Managing Partner at FINTOP Capital, held a virtual discussion on Wednesday, January 26, 2022 on the Capital Market Recap and Outlook and Digitization of Your Wealth.

Webinar: Growing Up In The Family Business

The First Bank Center for Family-Owned Businesses held a webinar on December 14, 2021, discussing the challenges that next generation business leaders face.

Webinar: 30 Minutes With The One Minute Manager: The Joy of Succession

The First Bank Center for Family-Owned Businesses held a webinar on November 9, 2021 discussing the topic of succession planning.

Revisiting the 4% Rule

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging.

Four Questions on the Roth Five-Year Rule

Four Questions on the Roth IRA-A Roth IRA has its advantages for your overall retirement strategy. Find out four topics that may impact your distribution’s tax status.

Managing Your Workplace Retirement Plans

If you take advantage of a workplace retirement plan, you've taken a big step on the road to retirement, but it's important that you understand your plan and what it can do for you.