Financial planning is an essential offering for every credit union in order to build lasting and productive member relationships. In this webcast, you will hear from two experts with a combined over five decades of experience in the financial planning field, about five key success factors for your financial planning program.
This webcast is presented by Michael Thompson, National Director of Sales for Money Concepts and Barry Dayley, Executive Vice President for Money Concepts.
Watch the webcast.
For contact info visit: www.nafcu.org/MoneyConcepts