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, 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

Monica L. Balafoutas CFA, CTFA

Senior Vice President Director of Wealth & Trust Investments

Andy Reath CFA

Wealth & Trust Portfolio Manager

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

Monica L. Balafoutas CFA, CTFA

Senior Vice President Director of Wealth & Trust Investments

Andy Reath CFA

Wealth & Trust Portfolio Manager

Thursday, June 18, 2026 12:00 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

Andrew Linn

SVP Chief Information Security Officer

Keely Wachsmuth

VP Fraud Investigation Manager

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.

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.

Wealth & Retirement Insights Webinar Series

Upcoming Webinars:

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

Presenters

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

Presenters

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

Presenters

Looking for Personalized Guidance?

We're Here to Help

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.

Wealth & Retirement Insights Webinar Series

Upcoming Webinars:

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

Presenters

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

Presenters

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

Presenters

Looking for Personalized Guidance?

VISIT US ON

We're Here to Help