Family Conversations About Money
Posted On: January 19, 2021 by First Option Bank in: Financial Wellness, General, Tips & Tricks
Money can be a difficult thing to talk about – but having proactive, honest conversations about money within your family can help reduce stress and improve the financial capability of generations to come.
Take this short course to learn more about:
Identifying the appropriate family members to include
Strategies to make conversations productive
How to develop an action plan to create positive financial behaviors
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Charitable Giving – How to Build a Strong Family Legacy
Posted On: June 17, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, News, Tips & Tricks, Trust Services