OM Financial Group

Complimentary webinars help CU community thrive

OM Financial Group offers free webinars; supplemental executive retirement plan advice.

June 9, 2020

OM Financial Group is offering free educational and uplifting webinars that include motivational speakers, leadership experts and other industry leaders to help you and your credit union thrive.

Schedule and registration can be found here.

OM Financial Group also has two webinars scheduled for CEOs only that address how market turmoil impacts any supplemental executive retirement plan (SERP), regardless of design. Items covered will include: Aspects of credit union oversight of a SERP plan; the risks to the credit union and the executive based on the SERP design and products utilized; mitigation strategies should any material weaknesses in design or product performance be uncovered.

Additional details and registration found here