Nov 16, 2023 | What Matters Most
What Matters Most – Monthly Economic Update for November 2023 with Megan Kinsinger Find More Episodes &...
Nov 9, 2023 | What Matters Most
What Matters Most – Navigating Beneficiary Updates with John Hetrick Today we talk with John Hetrick, a Wealth Advisor in the First United Wealth Management department, about a topic that is often overlooked but vitally important: Beneficiary Updates. Navigating...
Oct 26, 2023 | What Matters Most
What Matters Most – Year End Planning with Kolby Abruzzino In today’s episode of ‘What Matters Most’, we engage in a timely discussion on Year-End Planning with our guest, Kolby Abruzzino, a Certified Financial Planner and Wealth Advisor at...
Oct 13, 2023 | What Matters Most
What Matters Most – Monthly Economic Update for October 2023 with Brad Bolyard Find More Episodes &...
Oct 5, 2023 | What Matters Most
What Matters Most – Charitable Giving with Julia Hershman In today’s episode of What Matters Most, presented by the trustworthy team at First United Bank & Trust, the focus is firmly on charitable giving. Charitable gifts extend beyond mere acts of...
Sep 28, 2023 | What Matters Most
What Matters Most – Fraud Prevention with Eric Goff In this episode, we turn the spotlight onto a pressing concern of our digital age: Fraud Prevention. Featuring insights from Eric Goff, Vice President & Fraud Officer at First United, this session promises...
