Wealth & Well-Being Webinar

Thursday, June 1, 2023 | Noon PT

In this unique webinar series, we will share insights about often-misunderstood aspects of financial services. In this 45-minute session you will hear from our team of experts about the importance of banking in financial services, and how you can ensure you are banking with the right partner. We will discuss risk management metrics used by leading banks as well as ways for you maximize your FDIC deposit insurance coverage.

  • Christopher M. Naghibi, Esq., Chief Operating Officer
  • Monica Dallalzadeh, Retail Banking Market Area Director
  • Tyler J. Resh, Director of Marketing and Strategy – Moderator
  • Banking in 2023
  • Choosing the right account
  • Selecting the right bank
  • Maximizing your FDIC insurance coverage