Trust administration is a detail-oriented and time-consuming task, yet many clients decide to let their "eldest child handle it" or decide that "since my brother is a CPA, he can do it." The challenge is that the client is asking a loved one to take on a major burden during an emotionally difficult time. LISTEN NOW.

We recently brought together Sheldon Reynolds, Vice President of Trusts & Investments at Members Trust Company, and Julie Bates, Managing Director of Delta Community Retirement & Investment Services, to explain how credit union financial advisors can adapt. LISTEN NOW.

Over the next several decades, the biggest and wealthiest generation in U.S. history will transfer $30 trillion in assets to their children. The problem is that 60% of American adults don't have an estate plan. LISTEN NOW.

Credit unions are firmly invested in their employees' health — not only their physical health but their emotional health as well. They want innovative solutions to help people stay healthy and feel supported in the workplace. LISTEN NOW.

Highlights from the June 18 sponsored editorial webcast "Lending Trends and Challenges: Credit Union Economic Outlook." This event featured Michael Ogden, Editor-in-Chief of Credit Union Times,

Highlights from the April 15 webcast titled "The Rise of Mobile Banking and Digital Payments - Don't Get Left Behind."

Highlights from the April 14 webcast "Mergers, Acquisitions, Conversions… Oh, My! Ensure Your Next Change Event Has a Happy Ending for You and Your Members"

This episode features highlights from the recent webcast "3 Steps to People-Centricity: How Your CU Can Deeply Engage with Members, Potential Members, and Employees."