Wealth & Retirement Insights Webinar Series Recordings
Thank you for registering for our Wealth & Retirement Insights Webinar Series. All webinar sessions have now concluded and are available on demand. We invite you to explore the recordings at your convenience and revisit the valuable insights shared throughout the series.
Wealth Building Made Simple: Steps to Strengthen Your Financial Well‑Being
This session kicked off the series with a guided introduction to the core principles of building wealth. Monica Balafoutas and Andy Reath broke down the essentials—from understanding spending discipline and managing debt to leveraging savings strategies and investment basics. Designed for individuals at any stage of their financial journey, the session helped attendees identify practical steps they could take to begin—or strengthen—their wealth‑building path.
Presenters
Monica L. Balafoutas CFA, CTFA
Senior Vice President Director of Wealth & Trust Investments
Andy Reath CFA
Wealth & Trust Portfolio Manage
Financial Planning Essentials: Designing a Strategy That Works for You
In this session, attendees learned how a well-constructed financial plan could create clarity and direction for their goals. Monica and Andy covered the key components—budgeting, risk management, taxes, insurance, investments, and long-term goal planning. Attendees walked away with a better understanding of how a personalized plan evolves over time and why professional guidance can make all the difference.
Presenters
Monica L. Balafoutas CFA, CTFA
Senior Vice President Director of Wealth & Trust Investments
Andy Reath CFA
Wealth & Trust Portfolio Manage
Investing in Retirement: Strategies to Protect and Grow Your Nest Egg
In this session, attendees learned that retirement isn’t the finish line—it’s the start of a new phase that requires a thoughtful strategy. Monica and Andy covered how to balance income needs, risk tolerance, longevity, and market dynamics. Attendees walked away with a better understanding of withdrawal strategies, portfolio allocation in retirement, and how to maintain financial flexibility throughout their retirement years.
Presenters
Monica L. Balafoutas CFA, CTFA
Senior Vice President Director of Wealth & Trust Investments
Andy Reath CFA
Wealth & Trust Portfolio Manage
Legacy Planning: Ensuring Your Wealth Reaches the People and Causes You Care About
In this session, attendees learned that estate planning is a critical component of a well-rounded financial strategy. Monica and Andy discussed the key elements of an effective estate plan, including wills, trusts, beneficiary designations, tax considerations, and wealth transfer strategies. Attendees walked away with a better understanding of how thoughtful planning can help protect assets, reduce potential complications for loved ones, and preserve the legacy they have worked hard to build.
Presenters
Monica L. Balafoutas CFA, CTFA
Senior Vice President Director of Wealth & Trust Investments
Andy Reath CFA
Wealth & Trust Portfolio Manage
Inside the New Era of Global Scams: What Every Client Needs to Know in 2026
In this session, attendees learned about the growing threat of global fraud and the tactics criminals are using to target individuals and businesses. Keely Wachsmuth and Andrew Linn shared insights into emerging fraud trends, common warning signs, and cybersecurity risks affecting organizations today. Attendees walked away with a better understanding of how fraud schemes evolve, the importance of maintaining strong security practices, and practical steps they can take to help protect themselves and their organizations from potential threats.
Presenters
Andrew Linn
SVP Chief Information Security Officer
Keely Wachsmuth
VP Fraud Investigation Manager
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