Fortify Your Credit Union Exit

If you haven’t built a legacy plan, you could be missing unexpected opportunities and insight that could benefit your organization today, even before you leave. Maurice Smith, CEO of Local Government Federal Credit Union, shares the many lessons he learned from his legacy planning coaching and how he’s using his…

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…

Unlock 25% More in Assets With Personal Strategic Financial Planning

The COVID-19 pandemic and subsequent Great Resignation have put significant pressure on employers to reevaluate their recruiting and retention efforts to seamlessly maintain operations and welcome a new generation of team members. While companies are primarily seeing this shift among their front-line positions, there has been a recent spike in…

When to Take Strategic Risk in Your Credit Union—Your ACTion Point

As a credit union executive, should you consider your personal financial success before the direction of your credit union? Yes and no. The reality of your position challenges you to lead your organization boldly into new initiatives, technology, and markets; however, every major decision you make comes with risk. Whether…

How Credit Union CEOs Can Make Bold Moves and Balance Personal Risk—At the Same Time

In the paper, we dive into the planning tools we use and hypothetical examples that mirror common CEO scenarios to help you better gauge the appropriate time—or what we call the ACTion Point—to undertake ambitious projects without sacrificing your income before and after retirement. For example, using simulation planning, you…