Pre-Fund & CDA Series

Administering employee benefits is essential to attracting and retaining a great team. Credit unions posses a powerful tool to manage these costs: pre-funding employee benefits. Join us for this quarterly webinar series as we discuss how credit unions can not only benefit from investing in non 703-compliant investment alternatives, but also how ALM First can assist your institution in reaching your financial goals.

Topics during this informative webinar series include:

  • Portfolio management
  • Strategy planning
  • Asset allocation

Download Webinar Files

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DateDownload SlidesDownload Recording
Q4 2019PDF FileWMF File
Q3 2019PDF FileWMF File
May 2018PDF FileWMF File
March 2018PDF FileWMF File