Connecting Generations of Members through Financial Planning Services

About the Webinar

Over the next 30 years, there will be an epic transfer of wealth, over 30 trillion dollars. How will this impact your credit union, and more specifically, the financial planning or investment services offered by your credit union?  Can this transfer help you to attract members from the Generation X and Millennial generations? 

Join us to learn how to use this opportunity to position your program. Start today to build multi generational relationships, provide better leadership to your members, and position your organization to assist with this massive transfer of wealth.


About the Presenter

Barry Dayley, Executive Vice President, Money Concepts
Barry Dayley, Executive Vice President, Money Concepts

Barry Dayley is the Executive Vice President of Money Concepts, a world-wide full service wealth management organization. Barry heads the Financial Institution Division of Money Concepts and under his direction since 1998, this division has grown at a rate of over 38% annually. 

Barry started his career in Wealth Management in 1981 and has a successful track record of over 20 years helping hundreds of financial institutions large and small establish financial planning and wealth management programs to serve their customers & members. A graduate of Brigham Young University with a degree in Financial and Estate Planning, Barry worked as an independent financial planner for six years prior to being appointed to the headquarters staff of Money Concepts International.

Barry is a Certified Financial Planner, and a Registered Financial Consultant. He is a frequent speaker at corporate and industry meetings. He also teaches workshops on financial planning and related topics.