Investment Opportunities To Advance Talent Management & Community Impact


June 21, 2022


02:00 PM - 03:00 PM


Callahan & Associates, Inc.


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.

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