Financial Education Center

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.

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.

Wealth Management Strategies | Saving For Retirement

David Frederick, Director of Client Success and Advice at First Bank, discusses saving for retirement during different stages of life in this month's Wealth Management video.

Webinar: First Bank Financial Education Center Presents – Making the Most of the Employee Retention Tax Credit

The Employee Retention Credit (ERC) was created to encourage employers to keep their workforces intact during the COVID-19 pandemic and has been available for more than a year.

Wealth Management Strategies | Saving For College Education

David Frederick, Director of Client Success and Advice at First Bank, discusses some of the best ways to save for college education in this month’s Wealth Management video.

Wealth Management Strategies | Improving Your Financial Health

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.