Hear from Andrew Lendnal, best-selling personal finance author, Global Financial Wellness & Fintech Expert, and Founder of FinWell360™, and Kate Grayson, Paperwork’s Director of Product - Financial Wellness on the key factors that make for a successful workplace financial wellness program.

The holiday season presents unique challenges, but by leveraging holiday deals, community involvement, and digital platforms, your credit union can turn this typically challenging period into a time of growth and member connection.

When communities feel that their credit union cares on a personal level, their members feel more confident trusting the credit union with their finances.

Ensuring that members know the importance of saving, investing, and avoiding debt can secure the prosperity of the community as a whole.

Hear from Bjorn Larson, executive director of BCU’s Life.Money.You® and Paperwork’s CEO, Kevin Cimring, on the key factors that made for a successful implementation. Get vital take-aways for your member growth and engagement strategies going forward.

By offering a wide range of useful retirement products and services, credit unions can foster deeper connections, improving engagement, retention, and acquisition all while serving their mission of improving members’ financial lives.

As pillars of community-based financial wellness, credit unions have the opportunity to guide members to a secure retirement. By assisting members with retirement planning, credit unions can improve their own standing through increased member retention and asset growth.

Credit unions can increase members' savings by promoting the importance of emergency funds and helping members create their holistic emergency plans.