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Financial Well Being

Directors Roundtable - Virtual Series

Financial Well Being
Jun 05 12:00 PM - Jun 05, 2024 1:15 PM
Jun 05, 2024 12:00 PM - 1:15 PM
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Description

Join us for this virtual event for Credit Union Board of Directors. These quarterly roundtables will feature a variety of topics specifically to enhance the role of Director. 

Series Dates

  • Sept 18
  • Nov 20

Agenda

12:00 pm
Welcome & Introductions

12:05 pm – 12:45 pm
Overview of Executive Benefit Plans 
Using an executive benefit plan can help to recruit, reward, and retain top talent. This session will look at an overview of executive benefit programs, why to consider them and how they can help. Learn more about plan design considerations, due diligence and compliance. Included is a case study to demonstrate how executive benefit plans work. 

Learning Objectives
Learn the significance of executive benefit plans in attracting and retaining top talent, including essential elements of plan design and compliance.  

12:45 pm – 1:15 pm
Facilitated Open Discussion
Have a topic you’d like to add to the agenda? Please send topics to: [email protected] 

Additional Info

Speakers

Eric Earle

Executive Benefits Advisor | TruStage
He is an executive benefits advisor for TruStage, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit unions. Eric is located in the Madison, Wis. home office of TruStage. He brings to TruStage his experience in the financial services industry since 2005. Eric joined TruStage in 2008 as a retirement & investment specialist and was promoted in 2010. Prior to joining TruStage, he worked as a financial advisor at AXA Advisors, from 2005-2008. Eric holds a BS in finance and a BA in economics from St. Cloud State University. He is FINRA securities registered and holds Life, Accident and Health Licenses. 
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Event Type

Webinar
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Fees

$49 Regular

Location