This series of events has concluded. Follow us on social media for future learning opportunities!
At CNB, we empower you to safeguard your financial future and protect your dreams.
In today's rapidly evolving landscape, safeguarding your assets against unforeseen risks, is paramount. Our exclusive seminar series is designed to empower you with the knowledge and tools to protect and preserve your hard-earned wealth, because at CNB St. Louis Bank, it's not just about banking, it's about Banking. For You.
Join us for a comprehensive journey through four crucial areas where your assets could be at risk: Estate planning, insider fraud, cybersecurity, and business succession. Led by industry experts and seasoned professionals, each session offers invaluable insights, practical strategies, and real-world case studies to help you navigate the complexities of wealth preservation.
Don't miss this opportunity to secure your financial future and ensure the legacy of your business. Register now to reserve your spot and embark on this transformative educational experience.
Past Events
FINANCIAL PROTECTION SERIES PART 1 OF 4
Preserving Wealth Through Estate Planning:
Strategies to Protect Your Future Legacy
Thursday, June 6th, 2024
We are thrilled at the insights we gained from Deborah Smiley, JD, CFP®, AEP® , Estate Planning Attorney at Krilogy and Sara Ruemker, Family Service Director at Baue Funeral Homes! Protecting you and your family's assets is of upmost importance to us, as financial protection knowledge is one of the ways we are always Banking. For You.
FINANCIAL PROTECTION SERIES PART 2 OF 4
Preserving Wealth by Protecting Your Business Assets:
Safeguard Your Wealth from Internal Threats
Tuesday, July 16th, 2024
Jacque James, CFE, MAFM, and Founder of ARA Fraud & Forensic Services gave an engaging presentation on how pervasive and expensive internal fraud can be to businesses, and actionable steps owners can take to safeguard their business and mitigate losses. CNB is committed to helping business owners protect their businesses from internal threats, which is one of the ways we are Banking. For You.
FINANCIAL PROTECTION SERIES PART 3 OF 4
Preserving Wealth with Cybersecurity for AI :
Leverage AI Tools While Managing Cybersecurity Risk
Tuesday, August 6, 2024
Ashley Pyle and Jamie Wottowa of GadellNet joined us to help guest understand how to leverage AI tools in their organizations along with insights on how companies and users must protect themselves as AI tools and technologies are changing at a rapid pace. The presentation included a live demo in a readily available generative AI tool, so attendees saw firsthand the real-world implications of incorporating an AI tool into their daily workflow.
FINANCIAL PROTECTION SERIES PART 4 OF 4
Preserving Wealth Through Business Succession:
Ensuring Continuity and Wealth Security
Tuesday, September 17, 2024
We welcomed a group of panelists with exit planning and business succession expertise to share invaluable insights on business succession planning including how to identify key business metrics, understand tax implications of succession, legal and financial safeguards, and how to avoid common pitfalls.