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 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."

In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we'll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience.

This episode of the Expert Perspectives podcast, hosted on Credit Union Times, with highlights from the recent webcast "Mortgage Lending: 2019 Trends, Analysis, and How to Prepare."