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. Moreover, with a general lack of financial education available for executives, credit union leaders often can’t realize the full impact of their benefits suite without professional, strategic financial planning.

Paul Lloyd, CFP®, a wealth planning specialist with ACT Advisors, joins colleague Doug English, CFP®, on “C.U. on the Show” to discuss how credit union executives can make the most of their benefits and retirement income through financial planning and optimizing their existing resources.

Stream the episode now.