Slide FREE ON DEMAND WEBINAR Financial Planning Strategies for Credit Union Executives FREE ON DEMAND WEBINAR Financial Planning Strategies for Credit Union Executives

Split-dollar plans, 457(b) plans and 401(k) plans are unlike anything most financial advisors have ever seen.

ACT Advisors specializes in the coordination and optimization of these plans for credit union leaders.

In our latest webinar, you'll learn:

  • Why financial planning is particularly important for a credit union executive’s financial fitness
  • What the key drivers of financial success are for credit union leaders
  • How executives have benefited from their financial plans from several real-world examples
  • Why credit union boards are increasingly choosing to include specialized financial planning in the C-suite benefits package

Watch the webinar by completing the form on the right!

Featuring:

 

Doug English
CFP®, MBA
Founder at ACT Advisors

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