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Financial Wellness Video Series

NDBT Wealth video series
New Year’s resolutions are typically created to help us focus on areas of our own personal improvement. It’s no wonder January is National Financial Wellness Month! Our financial experts share a variety of tips and steps you can take to help with that focus – from estate planning to personal financial statements and more – in this video series.

Episode 1: ESTATE PLANNING

Featuring: Toni McReynolds, NDBT’s Director of Trust | Wealth

Video Transcript

Episode 2: BUDGETING

Featuring: James Tipton, Chief Credit Officer

Video Transcript

Episode 3: PERSONAL FINANCIAL STATEMENT

Featuring: Allen Hudson, Chief Lending Officer

Video Transcript

Episode 4: BASIC ACCOUNT MANAGEMENT

Featuring: Pouroo Dastur, Dir. of Deposit Relations & Treasury Mgmt

Video Transcript

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