#4037: Credit Union WealthTech Connect Aims to Advance Wealth Management for Credit Unions and Members...

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Mission Federal Credit Union’s CFO Ron Araujo and TAPP Engine’s President Will Dolan joined us on the show to talk about the inaugural Credit Union WealthTech Connect Conference, taking place September 21-23, at The Gaylord Opryland in Nashville, TN, which is dedicated on advancing wealth technology and management for credit unions and their members.

Featured keynotes at WealthTech Connect include: 

• Russell Price – Chief Economist for Ameriprise, named Bloomberg’s Best for being the most accurate forecasters
• Rhian Horgan – CEO of Silvur who is also featured on Kipplinger, Barrons, Yahoo Finance and others will talk about Building Your WealthTech Ecosystem
• Tanya Van Court – CEO of Goalsetter will expose the opportunities that are in front of credit unions with the Great Wealth Transfer Opportunity already underway!

Other topics to covered include:

• Observations and Opportunities to Better Serve Broader Member Segments
• From Stablecoins to Smart Wealth:  The Future of Digital Assets in Credit Unions
• The WealthTech Playbook:  CU Best Practices that Drive Adoption Success
• Broker Dealer Perspectives

Will and Ron also talked about the featured panel discussion on the Genius Act and how it will affect credit unions and their members.

Check it out and let us know your thoughts. Be sure to watch the entire episode below for all the details. And stay tuned for part 2 with Will and Ron discussing their new CUSO WealthCabinet.