Financial Education Center

Webinar: 2023 Economic Outlook - Unique Opportunities in a Potentially Challenging Year

George Nicola, Senior Vice President and Chief Investment Officer for First Bank Wealth Management, and a panel of experts discussed the possible challenges investors may face in 2023. From recession to stagflation, the panel unpacked how investors can avoid costly mistakes and capitalize on opportunities that may arise in a potentially challenging year.

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.

A Lifetime of Retirement Planning Webinar

David Frederick, Director of Client Advice and Success at First Bank Wealth Management, discusses the financial needs people face as they age, how to source funds to meet their needs, and basic steps to help ensure a successful retirement plan.

Special Needs Trust

David Frederick, Director of Wealth Planning for First Bank Wealth Management, discusses strategies for maximizing support funding for disabled individuals.