Are we headed for a recession in 2023? What economic indicators should we be paying attention to? These are some of the questions we explore in the 21st episode of our Sharing Knowledge Series. Host Kevin Vonderau, chief lending officer at Westfield Bank, sits down with Jon Park and Brian Toma, CFP®, AIF®, CEPA to offer predictions and guidance as we head into the new year. Jon founded Westfield Bank in 2001 and has remained as executive chairman since he retired as CEO in 2021. Brian is managing partner and a registered investment advisor at Freeman Heyne Toma Financial Advisors.
Investment products:
Are not FDIC insured
Are not bank guaranteed
May lose value
Are not a deposit
Are not insured by any federal or state government agency
The Sharing Knowledge Series is a video and podcast series that brings you insights on banking from the perspective of business owners, insurance agents, and individuals from all backgrounds with the same passion for the pursuit of financial freedom.
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The Sharing Knowledge Series of videos, podcast episodes and articles are for informational purposes only, and is not intended to serve as legal, tax, financial, investment, accounting, or regulatory advice. Opinions expressed and third-party information shared herein do not reflect the opinions of Westfield Bank, Westfield Group, or any of its subsidiaries or affiliates. The information shared does not constitute nor is intended as an offer or solicitation for the purchase or sale of any product or service. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success. Bank products and services provided by Westfield Bank, Member FDIC an equal opportunity lender.
Investment products:
• Are not FDIC insured
• Are not bank guaranteed
• May lose value
• Are not a deposit
• Are not insured by any federal or state government agency
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