You've worked long and hard for years, saving diligently through your employer-sponsored retirement savings plan. Now, with retirement on the horizon, it's time to begin thinking about how to tap your plan assets for income. But hold on, not so fast. You may need to take a few steps first.
In this session, Meridith Elliott Powell, CSP, CPAE, Business Motivational Speaker, Award-Winning Author, and Business Strategist at MotionFirst, shared specific strategies used by world-class organizations to thrive in these uncertain economic times.
The First Bank Center for Family-Owned Businesses held a webinar on January 17th about culture with Dr. Allie Taylor and Donna Brighton. Allie and Donna led a conversation to put together the culture conversations from our October and November webinars, and to increase understanding of how to harness the strength of the family system to build an organizational culture that accelerates business results.
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.
The First Bank Center for Family-Owned Businesses held the second part of their series on Using Culture to Accelerate Business Results. Dr. Allie Taylor with Orange Kiwi Consulting gave insight into strategies for creating intentional cultures despite unintentional, accidental, or hypothetical actions.
Join an exclusive webinar, hosted by the First Bank Center for Family-Owned Businesses, that dives into the shift in family business organizational culture that happens through intentional events, like succession, mergers, acquisitions, and leadership change as well as accidental events, like pandemics, death, divorce, and other outside factors that often create change. This is Part 1 of a two-part series.
Join Tom Crotty, Practice Leader of Sensiba San Filippo, a leading San Francisco Bay Area accounting and business consulting firm, as he unpacks the questions surrounding the family office, if your family needs a family office, how to choose a family office, if your Chief Financial Officer (CFO) should run your family office, and more.