11 Mar CREDIT UNION KEYNOTE SPEAKER: THE FUTURE OF BANKING
As credit union keynote speakers and banking futurists, partners often request that we weigh in and consult on new business ventures, innovations and strategy initiatives. However, like you may have noticed, the range of fintech, online app, and technology solutions available to companies continues to grow with each passing day – introducing an ever-growing range of possibilities to explore. Below, you’ll find just a few of many types of topics that your favorite team of credit union keynote speakers and banking futurists have been asked to tackle in recent months. As you can see, it’s an exciting time to be in these spaces.
Safeguarding Your Legacy: Estate Planning Essentials – Legacy planning is essential to sustaining and growing wealth over a long-term horizon and adapting to what may only be increasingly more volatile and uncertain economic activity going forward in a world of rising unpredictability. Here are essential questions – how can I ensure fair distribution of assets, ensure business continuity in the wake of sudden departures, why should I protect my mortgage with insurance, etc. – that you should be asking yourself as you go about plotting your strategy. We were asked to explore the factors that you need to consider as you work to craft a future-proof financial plan for a growingly uncertain tomorrow, and make sure that your portfolio is capable of weathering market ups and downs over an extended horizon.
Building Your Retirement Plan: How and Where to Get Started – With markets increasingly volatile, human beings living longer than ever, and retirement periods stretching further than we’ve ever seen in the past, you need a strong, future-proof portfolio and plan to match. Moreover, the time to start planning for retirement is now – which means having to budget for future financial needs, accumulate sufficient wealth to greet them, and implement a resilient and long-term fiscal plan today. From inflation to recession and market disruption, none can say what tomorrow will bring. But by using a host of handy retirement tools, and planning and working to support your retirement years today, you’ll be in a far better position to make the most of it.
Budgeting for Retirement: What to Know – Want to retire on your own terms? That means having to understand what your retirement life will look like, where you may expect to be spending more often (food, entertainment, hobbies, etc.) going forward, and planning for future needs and expenses. Likewise, it also requires you to diversify your portfolio and build in cushions and failsafes that can hep protect you in the event of market pullbacks and volatility. Here’s how to budget and plan for the future – and a number of tools that you can use to (a) maximize your holdings (b) diversify and protect against uncertainty and (c) make sure you’ll have enough money in the bank to address inflation.