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 fourth and final session in the symposium included a panel discussion with Susan DeGrassi, President and COO at Antis Roofing and Waterproofing, and all of the panelists that participated in the symposium earlier.
The third session in the symposium includes a conversation with Susan DeGrassi, President and COO at Antis Roofing and Waterproofing and Ellen Dierberg Milne, Co-Owner of Dierberg/Star Lane Wineries and Board of Directors at First Bank, titled Being a Board Member & Owning A Winery.
The second session in the symposium includes a panel discussion titled Leadership Transition to The Next Generation.
The first session in the symposium includes a conversation between Shelley Seifert and Susan DeGrassi, President and COO at Antis Roofing and Waterproofing, titled Leading a Family Business When It’s Not Your Family’s Business.
First Bank held its Inaugural Women in Family Business and Community Leadership Symposium in Newport Beach, CA. Debra Wanbaugh, Regional Manager for First Bank in Newport Beach, CA and Shelley Seifert, CEO of First Bank, gave introductory speeches for the event.
As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.