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Financial Management

Interested in retirement planning or wealth management services? Visit our Financial Management area today.

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Piggy Banks

Need a Speaker?

Bank of Lancaster and Bay Trust Company would like to share their knowledge and experience with you and your civic, charitable or church organization. If you would like more information on specific topics or how to schedule a speaker for your next meeting, please contact Hazel Farmer at (804) 435-1171, toll free (800) 435-1140 or use our Contact Us page. Interested in a topic not listed below? Please contact us with your request!

Below is a listing of our available topics:

  • Identity Theft Workshop
  • Financial Toolbox - Setting Up A Budget, Repairing Credit, Banking Today
  • Basic Budgeting
  • Cash and Traveling Abroad
  • Employee Benefit Plans
  • Health Savings Accounts
  • Basic Finance (Excellent for high school students, college freshmen and adults)
  • Careers in Banking
  • Professional Dress/Image
  • How to Conduct a Job Interview
  • Finances & Investing for Women
  • How to Plan Your Retirement Future
  • Which Investments Are Best For Me?
  • Investment Basics
  • Personal Investment Planning
  • Income Tax Planning
  • Mutual Funds
  • Tax-Deferred Annuities
  • Portfolio Management
  • Tax & Estate Planning
  • Basics of Trusts, Asset Protection, Investment Management & Tax Savings
  • Estate Distribution And The Need For A Will
  • Life Insurance
  • Long-term Care Insurance
  • Funding Your Childrens/Grandchildrens' College Education
  • A College Planning Guide, Includes 529 Plan
EQUAL HOUSING LENDER · MEMBER FDIC

BAY TRUST AND INVESTMENT ADVANTAGE PRODUCTS ARE NOT FDIC INSURED · MAY LOSE VALUE · NOT BANK GUARANTEED