top of page

Sample Workshop Agenda

Welcome and What We’ll Be Discussing The Next 90 Minutes​

​

Transitioning into Retirement, Retirement, And The Senior Demographic Are Hot Right Now: Don’t Get Left-Out In The Cold

  • Why everyone is talking about seniors (but not saying the right words)

  • There’s more content published about seniors and retirees than any other age segment

  • We’re too big to fail (so do not fail us!)

 

Seniors Are A Force: We’re The Source You Need To Endorse

  • We own a lot

  • We have the disposable income

  • We’re your  greatest share of wallet and your power of the purse

  • The bottom line: we’re your bottom line; the math is mathing  

 

If You Learn How To Unlock and Unbox, We’re Your Fort Knox

  • Our assets and deposits are a lifeline

  • We enable you to loan, keep fees lower, and achieve the financial metrics you need for success

  • We’re your pathway to a younger demographic: age begets youth

 

How You Communicate With Seniors (spoiler alert: quit talking)

  • We’ve heard enough fast talkers, money-grabbers, and sales pitches

  • By listening, you’re taking the first steps to successful communications strategy

  • The keywords we want to hear (use the worksheets)

  • Personalize, individualize, customize (use the worksheets to see some examples)

 

What We Want From You Isn’t Rocket Science

  • Respect, acknowledgment, value-for-value, recognition

  • Not what you offer every other member demographic

  • Affirmation of our importance (but how?)

 

Understand The Credit Union 10 Steps To Retirement Happiness And You’ll Be Happy, Too

  • Memorize the 10 steps

  • Use the worksheets to put them into practice

  • You, too, need a gratitude list, and we better be on it (fill out the worksheet)

 

Know The Path Of Happiness, And We’ll Be Your Pathway To Success

  • Understand the difference between the path of and the path to (most other credit unions  and banks understand the path to, and that’s wrong)

  • Be empathetic to us, not sympathetic (that can be patronizing and condescending)

  • Talk about the path when you talk to us (use our cheat sheet)

 

Implementation, Integration, and Institutionalization

  • 10 steps you can take to be successful in maintaining our business

  • Don’t let the “Great Wealth Transfer” enter the conversation

  • We’re not just a member, we’re a member/partner

  • Even though we’ve had our fair share of hip replacements, you need to be joined at the hip with us (here’s how) 

bottom of page