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Wed, Sep 13

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Live Virtual Series

Family Matters Session 2: Simplifying the Retirement Process

SIMPLIFY RETIREMENT: Members can retire fearlessly with SILVUR, a solution that provides reliable information, guidance, and support in making informed and personalized decisions. Enable members to become confident about their golden years while growing your share of their retirement wallet.

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Family Matters Session 2: Simplifying the Retirement Process
Family Matters Session 2: Simplifying the Retirement Process

Time & Location

Sep 13, 2023, 2:00 PM – 2:30 PM

Live Virtual Series

About:

Session 2 – September 13, 2023 – 2 PM – 2:30 PM ET 

  • Retirement Simplified, powered by Silvur, is a white-labeled retirement platform that ensures your Gen X and Baby Boomer members are prepared to navigate retirement.
  • Our goal is to ensure your members are confident about their retirement and that you are growing your share of their retirement wallet.

What You'll Take Away:

  • Gain insights on unique member needs and pain points of cross-generational relationships via a shareable workshop report
  • Identify opportunities to build deeper relationships with members' families
  • Generate new ways to embed your CU as a trusted resource during members' big life moments
  • Develop tools for member-driven innovation
  • Introductions to market solutions that provide a competitive edge for cross-generational relationships

This workshop series:

  • Provides a high-level overview of the general concept lab approach and methodologies
  • Establishes a foundation for participants to understand the approach and methodologies
  • Shares lessons learned from prior solution implementations at spotlighted solutions
  • Sheds light on solution’s risk mitigants, economics, and more

Who Should Attend:

  • CEOs and COOs
  • Heads of Strategy
  • Member Experience Executives
  • Senior Product Leaders

Registration is Free: Bring your Team

Tickets

  • Free to CU executives

    $0.00

Total

$0.00

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