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Strategies to Leverage CEO Executive Benefits

August 30, 2022 // 1 pm CT
Online

As a CEO you give everything to your credit union and your members. But sometimes you need to think about you. Join an expert in financial planning to see how to get up to 25% more resources out of your existing benefits package.

Traditional financial planning offers practical tools for rank-and-file employees; however, it simply does not capture the full breadth of complex financial situations and compensation benefits a credit union executive has to manage in the C-suite. Beyond the standard 401(k), executives may also have a 457(b), 457(f), or split-dollar plan with different income distribution timings and tax consequences that traditional planning doesn’t address. With a general lack of financial education available for executives, credit union leaders often can’t realize the full impact of their benefits suite without strategic financial planning.

In this webinar, we will cover:

  • How executives can improve their financial outcomes from their existing benefits package by up to 25% by using better strategy.
  • The unique tax planning opportunities credit union leaders don’t know they have and how to take advantage of them.
  • How executives can qualify for low-cost health care in retirement.
  • Why executives with financial planning are positioned to focus and lead their credit unions better—and for longer. 

This session is CEO Council member-only.  Only register if you are a current CUNA CEO Councils member.  

Meet Your Speaker:

Speaker Image

Doug English, CFP®️, CLU®️, MBA Doug English, CFP®️, CLU®️, MBA

Founder

ACT Advisors

Doug English has been specializing in personal financial planning and wealth management for credit union executives for more than 20 years.

Credit Unions hire Doug to help their senior executives make the most of their existing executive benefits package through optimized benefit coordination and ongoing financial planning specialized to the unique benefits of credit union executives.

Doug is the founder of ACT Advisors, a fee only financial planning and investment management firm headquartered in Asheville, NC. 

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