In this episode of Chimes & Dimes brought to you by First Wealth & Trust of Winter Garden you will learn the importance of playing the long game when it comes to financial planning. Pete Baksh, CFA, Chief Investment Officer at First Wealth & Trust in Winter Garden is joined by Alice Taft, Vice President & Trust Officer for First Wealth & Trust in Winter Garden and Fran Amato, CFA and CFP for First Wealth & Trust

Starting a financial planning journey can feel intimidating but the team at First Wealth & Trust of Winter Garden are prepared to walk you through each step of the process. There is never a bad time to start making a plan.

Chimes & Dimes was filmed on location at the SOBO Gallery in historic downtown Winter Garden, Florida. The Winter G ...