Schedule Tom and Ron
Book Them While They’re Hot and Young (sort of)
Tom Marks and Ron Draper are appearing at credit unions throughout the US, celebrating the unmatched success of Your Path of Happiness: The Credit Union Playbook for a Successful Retirement. The good news is their appearances are the perfect way for credit union employees and members to learn the importance of retirement happiness, why it’s critical for credit unions to be honoring their members who are aging (the average age of members is in the mid-fifties and possibly climbing), the steps that can be taken to make certain the “Great Wealth Transfer” doesn’t occur at your credit union, and why, in general, credit unions need the assets of seniors in order to buy some time to attract a younger demographic. Learn from Tom and Ron why it’s important to aging members to see that credit unions are offering events and engagements that go far beyond the routine educational offerings of financial literacy, estate planning, financial planning 101, and other commonly promoted practices.
Unfortunately, the demand for Tom and Ron far outweighs their availability. Because of prior speaking engagements, podcast commitments, and keynote and panel discussions, not to mention Ron still working full-time as a credit union CEO, Tom and Ron typically have only 20-25 available dates per year.
A Members’ Event For The Ages (and the aged)
Break free from the routine educational offerings and offer the ultimate, unique educational event for your members 50 years and older. Learn the secrets of retirement happiness from the bestselling retirement authors in America (who also know their way around a credit union). This is typically a 2.5 hour event that includes the following:
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A 60-minute panel discussion with Tom and Ron moderated by your credit union’s CEO or another leader.
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30-minute Q&A.
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This is followed by a 1-hour meet-and greet with Tom and Ron who will be honored to sign their bestselling book.
This event is best suited for your members and your credit union team for interacting, networking, and promoting your wealth management solutions. Many credit unions typically purchase 25 books or more as a promotional incentive to the first 25 members who sign-up for the event, in addition to ordering copies for your board of directors, leadership team, and employees who interact with members.
The Retirement Happiness Workshop
This is a half-day event for your credit union team that dives deeply into the importance of why and how credit unions need to communicate with older members, how to reduce or eliminate the possibilities of wealth transfer, the steps any credit union of any size can take to increase loyalty and preference of an older demographic, and even how to attract deposit-rich new members who skew older. By having your team participate in these workshops, you’ll own the lucrative senior market while other credit unions are focusing their resources elsewhere and simultaneously losing their senior account holders. Many of these workshops can be co-sponsored by an outside credit union solutions provider. Included in these workshops can be the following subjects:
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Why the senior market is hotter than ever, and how you can leverage your understanding of the aging demographic to seize more opportunities.
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How to communicate with older audiences.
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Programs, events, and services you can offer to sustain senior’s membership.
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Worksheets you can offer older members to help their transition into a happy and successful retirement.
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Warning signs that your credit union team needs to be aware of with older members.
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The most important talking points and key selling features that seniors want to hear, TODAY.
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Seniors do not want to be put in a box; the opposite is true. Learn how to unbox their potential and yours, too.
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Learn the 10-steps to a happy and successful retirement and create your own steps to make certain that happens for your older members.
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The Best of Both Worlds
We know you were thinking it, and we were, too. Why not combine events number one and number two? Well, it makes perfect sense to us, and will probably save your credit union some costs. Let’s start with a four-hour workshop for your team and we’ll follow it up with the event for your members. It will be a day that covers all the bases, places your credit union in a leadership position for understanding and properly communicating with your valued senior demographic (or those transitioning into it), and it will be a day that helps preserve the assets in your credit union before you find those assets “in the wind”, which essentially means gone forever. And let’s not forget, you might even be positioned to attract new assets from an aging population who care for people and institutions who finally care about them.
Three Appearance Packages to Choose From*
*Tom and Ron’s sessions and events can be customized to a limited extent. They will work with you to design the best and most fitting program possible.