EasCorp Conference Focuses on Baby Boomers' Financial Needs

BURLINGTON, Mass. - EasCorp's 2006 Partnership Conference and Annual Meeting will focus on the baby-boomer effect, and how credit unions can best prepare to meet the changing financial needs of the largest generation in U.S. history. Headlining the conference is Robert Litan, Ph.D., vice president for research and policy at The Kauffman Foundation, in Kansas City, Mo.; and Senior Fellow in Economic Studies at the Brookings Institution, in Washington, D.C. "More than half of baby boomers expect to work well into retirement, so credit unions need to offer services that help them realize their later-life goals, such as loans for educations and small businesses, as well as more traditional wealth-protection objectives," said Alan Bernstein, senior vice president of business development and strategic planning for EasCorp. Other sessions include the following: "Attracting Affluent Households and Retaining Their Loyalty," led by Tom Dorety, CEO of Suncoast Schools Federal Credit Union, Tampa, Fla.; "The New Retail Payment System: Implications for Credit Unions," led by Sally Green, executive vice president, Federal Reserve Bank of Boston; and "Aligning Your Employees and Your Credit Union's Vision, Goals and Objectives," led by Ted Rosen, president of Expert Business Development, in Cynwyd, Penn. The conference is scheduled for Monday, April 10, at the Burlington (Mass.) Marriott.