🌟 Last Call for Transformation! Join Us for Session 4, next week. 🚀
We've been on an incredible journey together here at our Alloy Labs, Fusion (CU Community) workshop series and it's not over yet! Session 1 was a hit, Session 2 was a smash, and Session 3 sparked vibrant discussions.
Ever thought about how finances can impact an entire family? 🏦 💭 It's not just about planning or saving; it's about navigating the dynamics of changing roles within a family. From parents becoming grandparents to children stepping into the role of caregivers, the family evolves and so do the challenges.
These Family Matters are crucial for Credit Unions (CUs). The imminent generational wealth transfer of $68 trillion is a test for CUs. The risk of deposits leaving upon inheritance is real, especially with the average CU member being 53, compared to the U.S. population's average age of 38.5. 📊 💸 We're talking about a potential shift in funds even before the wealth transfer, exacerbated by elder fraud, rising costs, and changing social dynamics.
Here's the 🔑 : CUs need strategies and innovative products that retain current high-value members while fostering new relationships with the younger generation. 💡
In Session 2, we uncovered a game-changer: CUs can discover up to $3,000 in annual non-interest income per member using cutting-edge technology from Silvur.
In Session 3, we introduced a way that CUs can help members securely organize, store and transfer family finances, estates and history; ultimately leading to stickier deposits and position the CU as a resolute institution that keeps family legacies safe and alive through generations via The Postage, Inc.
Now, here's your chance to be part of the grand finale: Session 4.
💡 Session 4: Senior Security
🗓️ Date: Wednesday, 9/27/23
🕑 Time: 2 PM - 2:30 PM ET
🌐 Location: Online
In our final session, we're diving deep into the crucial realm of Senior Security. We'll explore essential strategies and insights to safeguard the financial well-being of seniors, a vital topic in today's ever-evolving landscape.
Don't miss this opportunity to elevate your knowledge and empower your financial journey. Register now by visiting https://lnkd.in/gJ_Xp7TF and secure your spot for Session 4.
Let's make this last session the grandest one yet! 🌟
#FamilyMatters #CreditUnions #FinancialEmpowerment #Innovation #FusionCommunity #GenerationalWealth #MemberRelationships #FamilyConnections #SeniorSecurity
Emily Cisek Todd Rovak Jim Ryan Lisa M. St. Germain Chris Otey Rhian Horgan Jason Henrichs Samer Saab Emmett Shipman JP Nicols
Financial Credit Analyst | Specialist in Credit Risk and Underwriting | I Help Companies Drive a 1000% increase in loan renewals. Let's Connect!
1moFantastic update! Love hearing about companies giving back to the communities to which they serve. Providing people with access to credit that they may not be able to obtain otherwise can allow them to thrive. Speaking from first hand experience, giving someone with challenged credit a 2nd or in some cases a 1st chance can be live changing. Thanks for sharing!