Category: Money
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Estate Planning Made Easy!
Learn How to Prepare, Protect, and Provide FREE Juneteenth Webinar Alert! Are your affairs in order? Do your loved ones know your wishes? Join us for a free, faith-friendly webinar where we’ll break down in simple language wills and trusts, power of attorney, and more — all in simple, easy-to-understand…
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Estate Planning: Learn The Lingo
Published by CUEvangelist – May 5, 2025 Understanding Complicated Ideas in Plain Language When people hear the words “estate planning,” many think it’s something only rich people need to be concerned about. Or they imagine long, confusing documents filled with strange, complex words like “executor,” “trustee,” “beneficiary,” and “power of…
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“Santa Frauds”: How Credit Unions Can Protect Members During the Holiday Season
By CUEvangelist (Originally published in CUInsight – November 25, 2024) Soon bells will be ringing, and the musical sounds of the holiday season will be upon us. It will be a time of joy, giving, and celebration. Unfortunately however, it will also be prime time for scammers to take advantage…
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White Paper: Making strategic choices for growth
Published By TruStage – Steve Heusuk – November 2024 What can we learn from the strategic choices of growth leaders? The financial services landscape is undergoing a seismic shift, driven by a confluence of powerful external forces. Consumer expectations are transforming at an unprecedented pace. Today’s consumers, accustomed to seamless…
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Summit Credit Union Reaffirms Commitment to Small Credit Unions and Women’s Leadership with New $130,000 Contribution
Press Release: Summit Credit Union – October 25, 2024 Greensboro, NC – October 25, 2024 – Summit Credit Union is proud to announce its continued dedication to supporting small credit unions and fostering leadership in the industry by committing another $100,000 to the Hamilton Fund for underwriting its Professional Development…
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SRM Releases Report: Examining the First Year of FedNow & the State of Instant Payments
Published by SRM – August 6, 2024 “With the launch of FedNow instant payment rails, the Federal Reserve set in motion a wave of bank and credit union activity, empowering financial institutions to better understand their options and explore potential use cases for business and consumer clients. As we mark…
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Credit Union Wealthy: The Power of Partnerships in Wealth Management
By CUEvangelist (Originally published in CUInsight – May 10,2024) Managing wealth wisely is key to long-term personal financial success and stability. Although credit unions are known for their member-focused services and community-oriented approach, little is known about their collaborations with wealth management companies to provide comprehensive financial services to their…
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Eglin Federal Credit Union partners with Okaloosa School District to bring financial literacy to high schools
Published by Jared Williams, Get The Coast Newsletter – April 10, 2024 Eglin Federal Credit Union has teamed up with the Okaloosa County School District to provide financial literacy education to high school students. The initiative aims to empower young people with essential financial skills and knowledge. On April 9, approximately…
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Credit Union Youth Month 2024: Empowering the Next Generation!
Published by CUEvangelist – April 1, 2024 Credit unions need to be all in on their commitment to empower the next generation of young people by ensuring they receive the knowledge, tools, and good habits they need for financial success. Understanding the basics of money management at a young age…
