Countdown to Retirement: Insights from Retired and Retiring Credit Union CEOs

From designing your c-suites stay-put incentives to informing your board chair, this step-by-step guide details where to focus 10 years, 5 years, and at least 1 year from your retirement. This guide was created with the help of insights gained directly from our credit union executive clients coupled with our 20+ years of experience helping credit union executives develop their personal strategic financial plans.

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