Live Webinar
Investment Opportunities to Advance Talent Management & Community Impact
Presented By: Trust for Credit Unions & ALM First

Employee benefits costs continue to rise, and more cooperatives are seeking ways to maximize their community impact. Fortunately, credit unions can access expanded investments through Employee Benefits Pre-Funding Plans and Charitable Donation Accounts, which provide an opportunity to potentially earn greater investment returns.

Join Jason Haley, chief investment officer, and Robert Perry, Principal of ALM First along with Jay Johnson, President of Trust for Credit Unions, to learn more about expanded investment opportunities that can help your cooperative enhance both talent management and community impact. Our experts will also share important details regarding the new portfolios Trust for Credit Unions is launching to help more credit unions take advantage of Employee Benefits Pre-Funding Plans and Charitable Donation Accounts.




Learning Objectives:
Discover how Employee Benefits Pre-Funding Plans and Charitable Donation Accounts can benefit your institution.
Understand how to evaluate an existing plan and make updates, if needed.
Review the various investment options available.

When?

Tuesday, June 21 | 2:00 PM ET 



Callahan & Associates | 1001 Connecticut Ave. NW, Ste. 1001 | Washington, DC 20036
Contact Us: 800.446.7453
21
June
Reserve Your Spot
Can't make it to the live session? Register anyway and we'll send you a free recording!