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EasyVest: Protecting Your Assets in the Era of Generational Wealth Transfers

9/10/2020 2:00 PM - 9/10/2020 3:00 PM Eastern Time (EST)
Live webinar

Join us as we celebrate Corporate One’s new partnership with Access Softek, Inc. to offer EasyVest to you and your members with an exclusive Corporate One member webinar! Access Softek experts will provide the solution information you need, including a demonstration, and walk you through the tremendous asset retention opportunity that exists in an era of generational wealth transfer.  

Results of a recent survey conducted by Access Softek of consumers over age 65 with children over age 18 who currently have an account at a credit union, show that the combined aging membership and impending generational wealth transfer pose a survival risk for credit unions. We will explore strategies to help reduce retention risk and improve engagement levels with the next generation.

Register now.

 

Please contact Matt Murray, at 866/MyCorp1, ext. 9279, or mmurray@corporateone.coop with any questions.

You will be taken to an external website to register