Our experts can help customers get the most from their money. “During this ‘Great Resignation,’ a lot of folks are switching jobs or retiring,” notes VP and investment services manager Erika Milosevich. “So we should be asking everyone if they need guidance on their retirement funds and rolling over those assets into their own account, which can then be invested according to their personal needs, versus just keeping whatever their former employer offered.”

With around $450 million in assets under management, the Investment Services team can offer guidance on what kind of retirement goals are feasible, and how much to save to meet those goals.”We also help clients stay the course in volatile times, and can provide alternatives that match their tolerance for risk,” Erika says.

Rolling over retirement assets is generally neither time-consuming nor costly, she adds. Be sure you’re looking for opportunities to mention this service to customers, and refer those who are interested to your assigned investment consultant.