First Bank Advisors Engage Local Seniors On Estate Planning

To engage seniors on effective estate planning, First Bank’s Wealth Management Group met with approximately 25 members of the St. Clare of Assisi Clarion’s Senior Club on Tuesday, June 3 at the Assisi House in Ellisville, Missouri (15642 Clayton Road).

Leading the presentation were Trish Turner and Melissa Bloodworth from First Bank’s Wealth Management Group along with Debbie Pate (First Bank Vice President/Area Manager) and Patti Diggs (Financial Service Representative).

During the discussion, estate planning workbooks were handed out along with tickets for prizes.

In May, First Bank also sponsored a golf hole and provided a gift basket for the St. Clare of Assisi Men’s Club Annual Golf Tournament. 

First Bank firstbanks.com is one of the largest privately owned banks in the country with $5.89 billion in assets and 130 locations in Missouri, Illinois, Florida, and California.