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 4: BASIC ACCOUNT MANAGEMENT
Featuring: Pouroo Dastur, Dir. of Deposit Relations & Treasury Mgmt