Financial Education Center

Webinar: Ladies Who Lead: A Discussion on Leading with Confidence & Overcoming Challenges

The Center for Family-Owned Businesses held a webinar on September 14, 2021. Shelley Seifert, First Bank’s Chairman and Chief Executive Officer, and peer female family business leaders held a discussion on the obstacles they’ve overcome to achieve success.

Wealth Management Strategies | Tools For Lowering Income Tax Burdens

David Frederick, Director of Client Success and Advice at First Bank Wealth Management, shares some tools for lowering income tax burdens.

Webinar: Operating Challenges with Inflation, Supply Chain, and Labor

The First Bank Financial Education Center held a webinar on August 16, 2021 on challenges with inflation, supply chain, and labor.

Webinar: Strategic Planning as a Foundation for Family Business Succession

The First Bank Center for Family-Owned Businesses held a webinar on August 10th, 2021 covering strategic planning as a foundation for family business succession.

Wealth Management Strategies | Social Security

David Frederick, Director of Client Success and Advice at First Bank Wealth Management, shares insight on social security and the role it plays in financial planning.

Wealth Management Strategies | Preparing For Retirement

David Frederick, Director of Client Success and Advice at First Bank Wealth Management, shares insight on the factors that will determine the prospects of a successful retirement and the value of wealth planning in preparing for retirement.