X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

MADISON, Wis. — As he contemplates the few remaining years before retirement, Larry Halverson, managing director of equities for MEMBERS Capital Advisors, has created a forum on what changes could be in store.

With the blessing of MEMBERS Capital, Halverson said his weekly blog [http://memberscapital-thinking.blogspot.com/] would touch on retirement as it applies to him as well as clients. Set to retire within the next one to five years, the industry veteran should have much to offer given his 36 years of managing investments for institutions and individuals and his “more than 60 years as a ‘time scout’ doing life reconnaissance for the baby boom generation.” Halverson currently leads the common stock analysis, portfolio management and trading team and is actively involved in all major facets of MCA’s investment management business. “A topic I’ve found myself thinking about a lot lately is retirement–in general as it applies to our clients and specifically as it applies to me,” Halverson wrote in his Jan. 2 entry. “I’m within a year or two [or three...?] of a career change that will probably be perceived by most as retirement. So, a few of us here in MEMBERS Capital Advisors thought it might be helpful to some of our representatives and clients if I were to share my thoughts on retirement as they accumulate over the next several months. And, we’d like to hear some of your thoughts on my thoughts. Hence, the blog format–today’s equivalent of the open-ended coffee house conversations of my younger days.”

Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.

Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical CUTimes.com information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including Law.com and GlobeSt.com.

Already have an account?

Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join Credit Union Times

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.