FSB Mentorship Program with Lexi Cavins
Lexi Cavins, the first participant in Farmers State Bank's new mentorship program, embarked on a five-week journey to explore various departments within the bank. Through hands-on learning and shadowing different roles, Lexi gained a deeper understanding of the bank's operations, uncovering new interests, particularly in bank operations and problem-solving. The program not only broadened her knowledge but also helped her refine her career goals within the bank. Lexi's experience highlights the value Farmers State Bank places on employee growth and development, offering a unique opportunity for staff to explore potential career paths and contribute more effectively to the team.
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Our New Favorite Financial Tool: The NOKBOX
Losing a loved one is never easy, and the burden of managing their affairs can feel overwhelming. Imagine a tool that streamlines this process, sparing you from endless hours of searching for crucial information amidst the emotional turmoil. Enter the Nokbox - a revolutionary system designed to seamlessly organize everything from financial accounts to cherished memories. More than just an estate planning tool, the Nokbox serves as a comprehensive home organization system, ensuring your digital footprint and personal legacy are preserved with ease. We decided to put the Nokbox to the test. Jill Franks and Jared Gravatt invested in the Nokbox and they're sharing their firsthand experience and insights into how this tool has transformed their approach to estate planning and home organization. Discover how the Nokbox can bring peace of mind to you and your loved ones.
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Legacy Sessions | Leaving a Lasting Legacy
This blog explores the profound importance of building a meaningful legacy and the intentional actions required to ensure it endures. Jason McKinnis shares personal experiences from his pastoral and corporate leadership roles, emphasizing that legacy is not just about material wealth left behind, but about the values, morals, and lessons passed on to others through the way we live. He recounts deeply personal stories, including the challenges his family faced after the sudden loss of his father, to highlight the significance of planning and living with purpose. The narrative encourages reflection on one's own life, embodying values, and creating a legacy that influences the character and lives of those left behind, ensuring an impact that lasts long after we are gone.
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Legacy Sessions | What is Your Net Worth?
John Forbes, a seasoned financial advisor with nearly three decades of experience, redefines the concept of wealth by focusing on the true riches of life, captured in the acronym "WEALTH": Wisdom, Experiences, Affluence, Legacy, Time, and Health. In his presentation, he emphasizes that wealth is not just about accumulating money but also about cultivating relationships, creating meaningful experiences, and leaving a lasting legacy. John offers practical advice on financial planning, from saving for retirement to avoiding common investment mistakes, and underscores the importance of being intentional with time and health. His insights encourage individuals to live fully and purposefully, ensuring that their legacy extends beyond material wealth.
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Legacy Sessions | Estate Planning
Estate planning is essential for protecting your legacy and ensuring your assets are distributed according to your wishes. In a recent seminar, attorney Evan Taylor highlighted the importance of aligning legal documents with your overall financial plan, using tools like wills, trusts, and powers of attorney to avoid probate, minimize taxes, and safeguard assets from long-term care costs. Especially crucial for blended families and those with high-value estates, comprehensive estate planning helps prevent disputes and ensures your family's future is secure.
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