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.
The First Bank Circuit held a webinar on Thursday, April 29 on Linking Thinking to Life Balance and Long-Term Success with our guest presenter Mary Kutheis, Executive Coach and Confidant, MCK Coaching + Training.
Our guest speaker John Hull, Managing Director of The Fortune Group and guest speaker, discussed financial and non-financial factors to consider in an acquisition, such as deal structure aspects, ideal timing of an acquisition, and if your business is poised to be a buyer or seller.
David Frederick, Director of Client Success and Advice at First Bank Wealth Management, discusses strategies to help you improve your financial literacy and your overall financial health.