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Case Studies in Holistic Wealth Management (Webcast)

Barry Dayley webcast 2011 In this webcast we take a look at wealth management from a holistic approach, covering what your objectives as a credit union offering wealth management and financial planning should be, as well as some specific case studies illustrating successful holistic wealth management for a range of income levels and life stages.

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Overview

In today's market environment, the real competitive advantage is the relationship you build with your member. No longer can you be satisfied with a transaction-based investment program or having no program at all. Take your credit union to the next level and enhance your member relationships and profitability by offering a unique financial experience to your member.

Money Concepts was formed in 1979 to enable independent practitioners and financial institutions to offer Financial Planning and Wealth Management by providing a large network of systems that lower the complexity and cost of offering these services.

Solutions

The Financial Institution Division of Money Concepts International, Inc., was created to assist credit unions across the country take their service to a new level by offering a turn-key solution for the delivery of full service financial planning, investments, insurance, and investment advisory services.

No matter the size of your credit union, our "Member Centered" approach can enhance relationships, increase sales volume and product count per member, and increase and diversify your revenue stream. In addition, the Life Planning approach can set a credit union apart through the delivery of a “Member Centered” experience that will raise your credit union to the top in the competitive investment arena.

If your credit union is not offering wealth management services, or if your program is not as successful as it should be, consider aligning your credit union with an organization that can help you deliver these services in a way that will set it apart. Position your credit union as your member’s wealth mentor. This approach will broaden your relationships with your member base while enhancing wealth management income. Download the Money Concepts Brochure.

NAFCU Member-only Benefits

A complimentary consultation is available to all NAFCU members – a $1,000 value! Plus, as a special offer to NAFCU Members, Money Concepts will host NAFCU member CEOs as guests (all-expenses paid) for a 1-1/2 day "due diligence" visit at its headquarters in Palm Beach Gardens, Florida. Space is limited so contact Barry Dayley today.

Educational Resources

Case Studies in Holistic Wealth Management (Webcast)
In this webcast we take a look at wealth management from a holistic approach, covering what your objectives as a credit union offering wealth management and financial planning should be, as well as some specific case studies illustrating successful holistic wealth management for a range of income levels and life stages.
Economic Update for Credit Unions (Webinar)
Understanding the forces behind our volatile economy is essential in our industry. Watch this October 2011 recorded webinar for an update on the economy and market, and how they will impact your credit union, now and in the future.
Avoiding the Five Pitfalls of Investing (Webcast)
Investing can be tricky, especially when you don’t have the time to keep up with your investments and the investment opportunities available to you. In this webcast, we uncover the five common pitfalls of investing and how you and your credit union members can avoid them.
Fee Income Through Wealth Management (Webinar)
Give your members the wealth management help they need AND generate fee income! Not only do your members need financial planning and wealth management now more than ever, but your credit union needs the fee income that these services generate. Watch this recorded webinar as we address the changing wealth management needs of different psychographic groups and how a successful holistic wealth management approach creates greater member lifetime value.
Dollar Cost Averaging (Webcast)
Dollar cost averaging is one of the most fundamental investment concepts and one that your credit union and members should understand. In this webcast, we look at how to evaluate investments using dollar cost averaging in order to optimize invests and mitigate investing risks.
Reduce Taxes Using the IRA Maximization Concept (Webcast)
As your baby boomer members reach retirement, help them make the most of their IRAs. Watch "Reduce Taxes Using the IRA Maximization Concept," a free webcast from NAFCU Services and Money Concepts and establish your credit union as a retirement planning expert with members.
Preparing Your Members for the Unprecedented Roth Conversion Opportunities (Webcast)
Although the current state of the economy offers significant challenges, it also offers unprecedented opportunities for you and your members. As a trusted financial advisor, it is important to understand the opportunities that exist and educate your members about them. In this webcast, we delve into one of these rare opportunities with nine reasons to consider conversion to a Roth IRA.
The Impact of Market Downturn on Your Pre-Retiree Members (Webcast)
If there is one thing pre-retiree members are worried about, it's whether their money will last their lifetimes. "The Impact of the Market Downturn on Your Pre-retiree Members," discusses seven strategies that credit unions can use to help members five years from retirement.
The Economy Now: Simply Stated (Recorded Webinar)
Discover what's really going on with the economy. In a concise, easy-to-understand manner, you will hear about factors that have lead to the current economic environment, comparisons to past recessions, the TARP and stimulus package, an outlook on the future of the market, how to help your members navigate through trying and uncertain times, and more!
Estate Planning 101 (Webcast)
How can you help members with estate planning? There are just a few simple steps that can make a huge difference. Michael Thompson of Money Concepts walks credit unions through an estate planning strategy to minimize government interference and ensure final wishes are followed.
Holistic Wealth Management: Positioning Your Credit Union for the Future (Webcast)
With so many options for growing wealth, members welcome your help in adopting a holistic wealth management approach. Barry Dayley, VP at Money Concepts, walks credit unions through a financial planning framework to assist members as they approach retirement.
Are You Ready for the Big Retirement Three? Position Your Credit Union for the Future (Webcast)
How can you help members with the Big Retirement Three: financial planning, travel and leisure, and healthcare? These are the three biggest expenses members face with age. Barry Dayley, Vice President at Money Concepts, considers the implications of the growth of the Big Retirement Three over the next 20 years.
The End of Retirement: Finding the Expiration Date on Your Birth Certificate (Webcast)
As life expectancy rises, the affects are felt in many areas of our society. Considerations for retirement planning must evolve. Michael Thompson of Money Concepts examines how our living longer will affect how we plan for retirement.
Tips for Helping Members Through the Current Economic Crisis (Podcast)
Credit unions are feeling the pinch today, and all reports seem to indicate that the economic situation is not getting better anytime soon. This podcast features valuable tips from financial experts at Money Concepts. You will hear about how to best help your members as they struggle with situations such as declining 401(k)s and stock portfolios on life support.

News

Money Concepts Teaches Credit Unions to Prepare Members for Unprecedented Roth Conversion Opportunities (June 2, 2010)
WASHINGTON — NAFCU Services Corporation (www.nafcu.org/nafcuservices) today announced the release of a free webcast created with their Preferred Partner, Money Concepts International, Inc., “Preparing Your Members for the Unprecedented Roth Conversion Opportunities.” The webcast discusses nine timely reasons for credit union members to convert their traditional individual retirement account (IRA) to a Roth IRA.
NAFCU Services and Money Concepts Offer Free Webcast on Seven Ways to Help “Pre-Retiree Members” After the Market Downturn (February 17, 2010)
WASHINGTON — NAFCU Services Corporation (www.nafcu.org/nafcuservices) today announced the release of a free webcast, created with Money Concepts International, Inc., the NAFCU Services Preferred Partner for turnkey financial planning and wealth management solutions for credit unions. The webcast, titled “The Impact of the Market Downturn on Your Pre-retiree Members,” discusses seven strategies that credit unions can use to help members that are about five years away from retirement.
Money Concepts and NAFCU Services Release Podcast for Credit Unions to Help Members Through Current Economic Crisis (December 22, 2008)
WASHINGTON D.C. — NAFCU Services Corporation today announced a free educational podcast with Money Concepts, their preferred partner for financial planning and wealth management. The podcast features valuable tips from financial experts at Money Concepts, Denis Walsh, President and CEO, and Michael Thompson, National Director of Sales, about helping credit union members navigate through today’s tough economic climate. Listeners will hear about how to assist members as they struggle with situations such as declining 401(k)s and suffering stock portfolios.
Money Concepts Selected as NAFCU Services Preferred Partner (June 4, 2008)
WASHINGTON – NAFCU Services Corporation recently announced the selection of Money Concepts International, Inc. as its Preferred Partner for wealth management and financial planning. Based in Palm Beach Gardens, Fla., Money Concepts offers a proven business model for the credit union community that enhances current member relationships, attracts new members, increases fee income, and adds a new profit center, while bringing “off balance sheet assets” under management.