Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for December.

Today we have the honor of speaking with former CEO at First United, Bill Grant. Bill gives us an update on how he’s doing, what he and his family have been up to, as well as his memories of First United and what the 120 years of community banking that First United has provided mean to him.

Today we talk with former Senior Vice President over Trust & Investments at First United, Gene Helbig. Gene chats about his tenure at the bank, his memories, his foundation (jackhelbig.org), and what the 120 years of trusted banking that First United has provided mean to him. We also realized that Gene was the creator of this podcast in its original form, as a conference call! We added that outtake portion of the conversation to the end of the recording.

Today, as part of First United’s 120th-anniversary celebration we talk to Carol McNair, Customer Service Center manager, and one of the most tenured associates at First United, to discuss some of her memories and history at First United, including what 120 years of solutions mean to her. We thank Candy for her years of support and dedication to the First United customers!

Today we talk with Juli McCoy, Executive Director at County United Way (https://cuw.org), a community-based organization focused on health, financial stability, and education in the local areas of Alleghany and Garrett Counties in Maryland as well as Hampshire and Mineral Counties in West Virginia.

In our monthly Market and Economic Update, Megan Kinsinger, Portfolio Manager in First United’s Wealth Management area joins us to discuss the latest report; current trends, and the positives and negatives impacting our economy currently.

Today we talk with Denise Phelps, Market President serving Berkeley County, WV about her involvement in nonprofits and a great resource, a Lunch & Learn series, that is now available online due to the pandemic, and available in the Berkeley County market for nonprofits. Learn more at https://MyBank.com/lunchandlearn and learn of some of the great Uncommon Stories about nonprofits mentioned in the episode at https://MyBank.com/stories

We’re joined today by Keith Sanders, Senior Trust Advisor in the Wealth Management area of First United to talk about Education Planning and the rising cost of college. In this episode, Keith provides insights into proper planning, management, and account types that can benefit parents and grandparents when helping their child or grandchild plan for the expenses that come with higher education. Tune in for great tips and information that can help you!

In today’s community episode, we talk with Ashley Burleson, Senior Relationship Advisor at the Hagerstown Community Office. We discuss the role of community bankers and one particularly touching story of community support.

In today’s episode, What Matters Most is an economic update for October 2020 with Brad Bolyard, portfolio manager in First United’s Wealth Management department. Brad talks about the positives and negatives impacting current market conditions.

In this, the final episode of our 3-part series with Tony Roedersheimer, Commercial Relationship Manager in the Frederick Maryland market area, we discuss Business Capital Allocation and Asset Utilization. Tony provides tips and best practices on these vital aspects of your business.

In the second episode of our series, we are joined again today by Tony Roedersheimer, Commercial Relationship Manager in the Frederick Maryland market area, to discuss building business infrastructure. Tony provides us with the importance of and the nuances to building a strong business from the ground up. Join us for the second of this 3-part series with Tony where we’ll be discussing several topics related to business.

​In today’s episode, we are joined by Tony Roedersheimer, Commercial Relationship Manager in the Frederick Maryland market area, to discuss the Main Street Loan Program which was initiated due to the CARES Act. Tony provides us with details about the program, the benefits of it, the timelines around the program, and information on who could benefit from it. Join us for this first of a 3-part series with Tony where we’ll be discussing several topics related to business.

Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market.

Today we release a bit early this week to talk about PPP Loan Forgiveness. Jason Rush, Chief Operating Officer at First United Bank & Trust joins us today to talk about PPP Loan Forgiveness, and some of the common questions that are being asked.

Today we talk once again with Amanda McKenzie (amckenzie@mybank.com) and Chuck Olsson (colsson@mybank.com) from the First United Human Resources department to discuss human resources and how business owners can motivate their staff beyond money. How can you find what best motivates your staff? What are some creative options? We discuss several options in this episode!

Today we talk with Amanda McKenzie (amckenzie@mybank.com) and Chuck Olsson (colsson@mybank.com) from the First United Human Resources department to discuss human resources and cultural fit. How important is it to ensure that you have and hire people in your business who fit your culture? We discuss how to find the right people, steps to take and how to maintain that culture once you’ve hired associates.

Today we talk about “making an impact” with Alan Mullendore (amullendore@mybank.com), Market President at First United serving Washington and Frederick counties in Maryland. We discuss the butterfly effect of how small actions can have a major impact on not only your life, but the lives of those around you, well into the future and finding that passion and purpose in your life will lead you to a place where you can make that impact in your community.

In our monthly Market and Economic Update, Megan Kinsinger, Portfolio Manager in First United’s Wealth Management area joins us to discuss the latest report; current trends and the positives and negatives impacting our economy currently.

Sarah Warchola, community relationship manager at First United in Sabraton joins us again to discuss her background, the community, involvement, how to get involved, and what it means to her to be community oriented.

We talk today with Jennifer Jones, Vice President and Senior Wealth Advisor and Team Leader in the First United Wealth Management department regarding Wealth Planning, what it is, what to expect, what to look for, and why Wealth planning is for everyone, not just the wealthy!

Cody Sustakoski, mortgage originator at First United joins us again to discuss his background, the community, involvement, how to get involved, and what it means to be community oriented.

What Matters Most today is Financing Your Education. We’re joined today by Jason VanSickle, Vice President & Director of Automated Lending and Laura Helmich, Student Loan Specialist at First United Bank & Trust. We discuss the big decisions and the financial process involved in receiving, applying for or refinancing your student aid: scholarships, federal aid and private student loans for gap coverage.

In today’s episode, What Matters Most is an economic update for July 2020 with Brad Bolyard, portfolio manager in First United’s Wealth Management department. Brad talks about the positives and negatives impacting current market conditions.

In this episode, we discuss the Mortgage process with Cody Sustakoski, Mortgage Originator at First United in Morgantown. Cody explains how it all works, his role in the process, best practices, what to expect when getting buying a home, as well as answering some listener questions!

In today’s episode, we discuss content marketing, best practices, tips and how it works and can benefit small businesses with Shondell Varcianna, CEO of Varci Media

In this week’s episode, Sean McCreery, Wealth Investment Officer at First United Wealth Management joins us to give an update for the current market conditions impacting our economy.

In this episode, we talk to Brian Boal, CPA regarding the CARES Act Impact on Retirement Accounts, along with listener questions regarding stimulus payments and student loans! This episode is full of the latest and most helpful information regarding these changes and how they might impact you.

In this episode, we talk about teaching children to save with Tara Baldwin and Ryan Dotson, Relationship Advisors at First United offices in Morgantown, West Virginia. Tara and Ryan spearheaded a virtual outreach effort using remote teaching tools: videos and printable items, to help teachers and parents with financial education tools during the pandemic.

Is now a good time to be advertising your business? In this week’s episode, Sean Hockenbery, President of Financial Marketing Solutions (http://financialmarketingsolutions.com) joins us to chat about tips, ideas and best practices related to marketing and advertising for your business during uncertain times.

In this week’s episode, Megan Kinsinger, Portfolio Manager at First United Wealth Management joins us to give an update for the current market conditions impacting our economy.