As financial planning has evolved an enormous variety of solutions and options have become available for members to grow and manage their wealth, which can be hard to navigate. 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.
Watch this webcast, presented by Barry Dayley, Executive Vice President for Money Concepts, to see first-hand how this financial planning approach can not only help your members, but also cement the value your credit union provides to them.
Contact info at: www.nafcu.org/moneyconcepts