Find New Income Opportunities in Employee Benefits Pre-Funding Plans and Charitable Donation Accounts

After a challenging year, many credit union executives and their boards are seeking additional income sources amidst ongoing margin pressure and lost interest and fee income. Credit Unions have opportunities to help relieve these hurdles through pre-funded benefits plans and charitable donation accounts. Learn more about these options in our February webinar.

 

Learning Objectives:

  • Learn how a sound investment philosophy, policy, and strategy can help you manage risk and potentially enhance returns•
  • Understand the various investment options available for pre-fund and charitable donation accounts
  • Compare pre-funded benefits and charitable donation accounts with alternatives like COLI/BOLI plans and mutual funds
  • Explore the potential benefits of a stable value wrapper
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Robert Perry

Robert Perry

Principal

Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Robert leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors, and is instrumental in balance sheet hedging strategy development.

Travis Goodman, CFA

Travis Goodman, CFA

Principal

Travis Goodman is a Principal at ALM First, joining the firm in 2003. Mr. Goodman oversees the Advisory Services group, which is responsible for implementing actionable and effective ALM and investment strategies for client financial institutions. In addition to overseeing Advisory Services, he assists large, complex financial institutions in achieving optimal performance within policy and risk tolerances. Mr. Goodman also oversees ALM First’s Loan Transaction Network (LTN) which helps facilitate loan transactions and loan participations between ALM First clients. 

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“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM FirstAnalytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.

The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.