Sharing Knowledge Series

The thought of retirement or what’s next for you and your business is intimidating. But like many big decisions you make throughout your career, thoughtful planning will help set you up for success. That’s why in our 19th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Gary D. Sirak, CLU®, ChFC®, president of Sirak Financial Services and author of How to Retire and Not Die: The 3 Ps That Will Keep You Young and Mark Dorman, AIF, CLU®, ChFC®, CFBS, CEPA, president & CEO of Legacy Business Advisors Ohio and Contributor to Forbes Business Council.

In this episode, Kevin, Gary, and Mark discuss considerations and factors that impact personal retirement, business perpetuation, and succession planning.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? Email [email protected].

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

The thought of retirement or what’s next for you and your business is intimidating. But like many big decisions you make throughout your career, thoughtful planning will help set you up for success. That’s why in our 19th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Gary D. Sirak, CLU®, ChFC®, president of Sirak Financial Services and author of How to Retire and Not Die: The 3 Ps That Will Keep You Young and Mark Dorman, AIF, CLU®, ChFC®, CFBS, CEPA, president & CEO of Legacy Business Advisors Ohio and Contributor to Forbes Business Council.

In this episode, Kevin, Gary, and Mark discuss considerations and factors that impact personal retirement, business perpetuation, and succession planning.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? Email [email protected].

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

How big of a role does marketing play for businesses looking to make the most of their budget and gain the attention they deserve? In our 18th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by Hallie Bram Kogelschatz, CEO & president of shark&minnow, and Mark Priebe, president of Proximity Marketing.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? [email protected].

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

How big of a role does marketing play for businesses looking to make the most of their budget and gain the attention they deserve? In our 18th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by Hallie Bram Kogelschatz, CEO & president of shark&minnow, and Mark Priebe, president of Proximity Marketing.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? Email [email protected].

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

How big of a role does marketing play for businesses looking to make the most of their budget and gain the attention they deserve? In our 18th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by Hallie Bram Kogelschatz, CEO & president of shark&minnow, and Mark Priebe, president of Proximity Marketing.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? Email [email protected].

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

Want to gain insight into the state of the retail industry and how businesses have been impacted by supply chain issues and rising inflation? In our 17th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by guests Scott Maloney, owner and president of Century Cycles, and Chris Curcio, CEO, and president of Litehouse Pools & Spas.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? Email [email protected].

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

Want to gain insight into the state of the retail industry and how businesses have been impacted by supply chain issues and rising inflation? In our 17th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by guests Scott Maloney, owner and president of Century Cycles, and Chris Curcio, CEO, and president of Litehouse Pools & Spas.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? Email [email protected].

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

Want to gain insight into the state of the retail industry and how businesses have been impacted by supply chain issues and rising inflation? In our 17th episode of the Sharing Knowledge Series, host Kevin Vonderau, chief lending officer at Westfield Bank, is joined by guests Scott Maloney, owner and president of Century Cycles, and Chris Curcio, CEO, and president of Litehouse Pools & Spas.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? [email protected].

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

In the 16th episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Jason Winkler, president, Summit Construction Company, LLC and Carlin Culbertson, CPA, vice president, Assurance Services Group at Meaden & Moore. Their discussion focuses on new construction, remodels, renovations, and the importance of staying ahead and being flexible in the face of supply chain issues.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? Email [email protected]

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer

In the 16th episode of the Sharing Knowledge Series, our host and chief lending officer, Kevin Vonderau, is joined by Jason Winkler, president, Summit Construction Company, LLC and Carlin Culbertson, CPA, vice president, Assurance Services Group at Meaden & Moore. Their discussion focuses on new construction, remodels, renovations, and the importance of staying ahead and being flexible in the face of supply chain issues.

We want to hear your feedback. Take our survey at westfield-bank.com/sks

Have questions? Email [email protected]

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer