Category Archives : Financial Planning

Home  >>  Financial Planning

Why Financial Planning is an Essential Executive Benefit for Credit Union Leaders

Traditional financial planning offers practical tools for rank-and-file employees; however, it simply doesn’t capture the full breadth of complex financial situations and compensation benefits a credit union executive has to manage in the C-suite. For example, beyond a standard 401(k), executives may also have a 457(b), 457(f), or split-dollar plan…