The economic reality of today demands that women be actively involved in their own personal finances. Texas Bank and Trust wants to give women the necessary tools to do just that, and invites women of all ages to join in a unique conversation about the role they can and already do play in their household financial decision-making. A four-woman panel of TB&T officers, representing the bank’s retail services, commercial and mortgage lending services, trust and investment services, and brokerage services, leads an informative, eye-opening discussion on money management for women in every circumstance. Each panelist serves as an “expert” in her respective financial discipline and shares her own personal insight on budgeting, savings, understanding credit and investments, and planning for their retirement. Regardless if she is single, married, divorced, or widowed, every woman has the power to take control of her financial future – knowledge is the key.
Texas Bank and Trust established THE SWELL PRINCIPLE in the fall of 2010, utilizing a series of intimate focus group sessions with female customers to determine what women needed to know most about their own personal finances. From there, this unique financial literacy program was developed to target women at each critical stage in their lives. The SWELL Priniciple is presented in a talk-show style, conversational format with the panelists asking each other questions that may be on the minds of attending guests. The panelists’ topics of discussion include financial topics, ranging from understanding your credit, knowing your banker, and protecting yourself from identity theft to making sense of estate planning and navigating the world of investments.
Interested in having "THE SWELL PRINCIPLE"
presented to your organization?
We speak to community and church groups, business teams,
student and school faculty groups, and women's service organizations.
Contact our Community Relations Coordinator
to schedule "THE SWELL PRINCIPLE" today
at 903-237-1827, or email us at firstname.lastname@example.org.