BrightPlan vs PABankers

Take control of your finances with BrightPlan for personalized financial guidance, smarter decision-making, and a plan tailored to your unique goals. As an employer-provided benefit, BrightPlan helps you make confident financial decisions, reduce financial stress, and get more value from the benefits available to you. BrightPlan’s offerings may vary by country and employer. Learn: BrightPlan Academy delivers personalized educational resources, including articles and live/on-demand sessions, tailored to your financial needs. Get relevant guidance that helps you take action—without product sales or commissions. Plan: You're not alone. BrightPlan’s AI-powered Financial Wellness Coach™ provides personalized, 24/7 guidance to help you make informed financial planning decisions, stay on track with your goals, and take meaningful action with confidence. Manage: Get a complete view of your financial life in one place. Track your budget, monitor spending, organize your accounts, and stay connected to your financial goals with personalized insights. Invest: BrightPlan provides goals-based investment guidance tailored to your personal risk tolerance, timeline, and financial objectives to help you make informed investment decisions. Secure: Your privacy comes first. BrightPlan keeps your financial information private and secure—it is never shared with your employer, sold to third parties, or used for marketing. We follow industry best practices and maintain rigorous security certifications to protect your data. Fiduciary Excellence: BrightPlan is a registered investment adviser and is legally required to act in your best interests. Disclaimers: BrightPlan LLC is an SEC registered investment adviser that may offer investment advice to U.S. residents. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. BrightPlan is neither registered with any international agency to provide, nor does it provide, any investment advice to non-U.S. residents. By using this application, you accept our Terms of Service (https://www.brightplan.com/terms-of-service), Privacy Notice (https://www.brightplan.com/privacy-policy) and, in the United States, Investment Advisory Agreement (https://www.brightplan.com/investment-advisory-agreement). © 2026 BrightPlan LLC

PA Bankers has been bringing banks and bankers together for more than 120 years to learn, grow, serve and engage with their peers, communities and lawmakers. The association has built a strong reputation as a leading advocate for pro-banking policies at the state and federal levels, as well as the delivery of quality education, products and services for banks of all sizes and their employees. Today, PA Bankers is PA’s leading banking trade association, representing an expansive and diverse membership. Member banks are at our core, and we are dedicated to providing professional resources to keep Pennsylvania’s bankers competitive. Educational services for members, as well as their active volunteer committee involvement, allow us to maintain a standard of excellence unrivaled in the financial industry. With this resource, mobile app users will be able to: - View and edit your profile - Have full access to event resources - View, update, and send notes on your event sessions - Browse speaker information - Check out exhibitors and the exhibit hall floor plan - Set reminders for events and receive alerts - Access the Membership Directory - Connect through social media - Access to association-specific resources, info and news Download the PA Bankers Association app now.