Today we were joined by Cheri Green, CFP, VP / Private Banker, Old Point National Bank. This was the first in our three-part web series, A Six-Figure Mindset. Our focus today was developing a six-figure mindset presented by NAMIC-Virginia and Old Point National Bank.
Cheri delivered a powerful presentation speaking specifically about strategies to refine our mindset about wealth generation and preservation. We discussed prioritizing goals in our personal and professional lives in order to maximize savings and reduce debt. Cheri also shared some incredible tools to help us on our fiscal journey towards our goals.
Cheri also helped us understand potential impediments to achieving our goals. Cheri was candid sharing her experiences helping individuals and families set their priorities while overcoming obstacles we all encounter along the way. There was a great Q & A where advice was offered and laughs were shared. Follow NAMIC-Virginia on Social Media and our events page and join us for Part II and Part III of our series in the coming months.
Did you know?
- Old Point is a family of organizations founded nearly 100 years ago.
- Old Point National Bank is a full service bank offering a wide range of financial services, from solutions focused on individuals and small businesses to comprehensive commercial services.
- Old Point Mortgage delivers quality home loans and trusted service.
- Old Point Insurance offers a full line of personal and commercial insurance offerings.
- Old Point Trust is the largest trust company headquartered in Hampton Roads, offering a full range of wealth and investment services.
- BauerFinancial, the nation’s leading bank rating firm, gives Old Point National Bank 5 out of 5 stars!