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Plan Confidently for Your Financial Future

Join our free Wealth & Retirement Insights Webinar Series, created to help you build, protect, and transition your wealth at every stage of life.

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Wealth & Retirement Insights Webinar Series

At Orrstown Bank, we believe confident financial decisions start with clear guidance. Our webinar series delivers practical insight on building wealth, creating a financial plan, preparing for retirement, protecting against fraud, and planning your legacy.

Whether you’re an Orrstown Bank client or simply looking to make informed decisions about your future, these sessions are open to you and designed to be informative, approachable, and actionable.

Wealth & Retirement Insights Webinar Series

Upcoming Webinars:

Tuesday, April 21, 2026 5:00 PM Virtual webinar

Wealth Building Made Simple: Steps to Strengthen Your Financial Well‑Being

Kick off the series with a guided introduction to the core principles of building wealth. Monica Balafoutas and Andy Reath will break 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, this session will help attendees identify practical steps they can take today to begin—or improve—their wealth building path.

Presenters

Headshot of Monica L. Balafoutas
Monica L. Balafoutas CFA, CTFA
Senior Vice President & Wealth and Trust Investment Manager
Headshot of Andy Reath
Andy Reath CFA
Vice President & Trust Portfolio Manager

Register

Monday, May 4, 2026 12:00 PM Virtual webinar

Financial Planning Essentials: Designing a Strategy That Works for You

In this session, you’ll learn how a well-constructed financial plan can create clarity and direction for your goals. Monica and Andy will cover the key components—budgeting, risk management, taxes, insurance, investments, and long-term goal planning. Attendees will walk away with a better understanding of how a personalized plan evolves over time and why professional guidance can make all the difference.

Presenters

Headshot of Monica L. Balafoutas
Monica L. Balafoutas CFA, CTFA
Senior Vice President & Wealth and Trust Investment Manager
Headshot of Andy Reath
Andy Reath CFA
Vice President & Trust Portfolio Manager

Register

Tuesday, May 19, 2026 5:00 PM Virtual webinar

Investing in Retirement: Strategies to Protect and Grow Your Nest Egg

Retirement isn’t the finish line—it’s a new phase that requires a thoughtful strategy. Monica and Andy will explore how to balance income needs, risk tolerance, longevity, and market dynamics. This session will help attendees understand withdrawal strategies, portfolio allocation in retirement, and how to maintain financial flexibility throughout their retirement years.

Presenters

Headshot of Monica L. Balafoutas
Monica L. Balafoutas CFA, CTFA
Senior Vice President & Wealth and Trust Investment Manager
Headshot of Andy Reath
Andy Reath CFA
Vice President & Trust Portfolio Manager

Register

Wednesday, May 27, 2026 12:00 PM Virtual webinar

Legacy Planning: Ensuring Your Wealth Reaches the People and Causes You Care About

Estate planning is one of the most important—yet often overlooked—parts of a strong financial plan. Monica and Andy will explain the core elements including wills, trusts, beneficiary designations, tax considerations, and strategies for transferring wealth efficiently. Attendees will learn how proper planning can minimize stress for loved ones and preserve the legacy they’ve worked hard to build.

Presenters

Headshot of Monica L. Balafoutas
Monica L. Balafoutas CFA, CTFA
Senior Vice President & Wealth and Trust Investment Manager
Headshot of Andy Reath
Andy Reath CFA
Vice President & Trust Portfolio Manager

Register

Thursday, June 11, 2026 5:00 PM Virtual webinar

Inside the New Era of Global Scams: What Every Client Needs to Know in 2026

Join Orrstown Bank’s Keely Wachsmuth, Fraud Investigation Manager, and Andrew Linn, Chief Information Security Officer, for a fast-paced 30-minute briefing on the rise of global fraud.

Presenters

Headshot of Andrew Linn
Andrew Linn
SVP Chief Information Security Officer
Headshot of Keely Wachsmuth
Keely Wachsmuth
VP Fraud Investigation Manager

Register

Looking for Personalized Guidance?

Want personal assistance with retirement or wealth planning?

Visit Orrstown Financial Advisors to learn how our experienced team can deliver customized strategies aligned with your goals.

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