Fiduciary Chats

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The registration period has closed for this event.

 

Plug in to our next Fiduciary Chat on Thursday, Dec. 15 at 12 PM Central time to learn about Fiduciary Matters: 5 Steps Credit Unions Can Take to Prepare for the DOL Fiduciary Rule.

 

This special session is geared toward credit union Wealth Management program leaders, decision-makers, and compliance staff. Get tips on how to talk to members about the rule; integrating your investment program with other credit union offerings; and strategy to serve members in the new environment. Features LIVE Q&A opportunities with CUNA Brokerage leaders.

 

 

 

 

 

 

 

 

 

 




Presenting

 

Chat Hosts Include:

 

 

Kevin Thompson, Vice
President - Wealth
Management

Tim Halevan, Chief
Compliance Officer