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Bank hosts clients engagement

Local financial institution First National Bank (FNB) hosted a high net client engagement session attended by 34 customers last Thursday.

Local financial institution First National Bank (FNB) hosted a high net client engagement session attended by 34 customers last Thursday.
The purpose of the session was to empower the clients and educate them on how to take care of their wealth and the theme for the day was “The protection of clients financial legacy for future generations”. A variety of subjects were discussed including the current economic stance, global prospects and South African economy which was presented by one of the banks Economists.
Also present was a Fiduciary Specialist who spoke on the necessity of proper estate planning as the key factor in financial legacy protection.
FNB Financial Advisory discussed the financial advice process and the team of experts approach to Financial Planning and Advice.
According to the banks representatives, the attendees found the session highly informative and information shared was also valuable toward their personal legacy protection moving forward.

 

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