A Presentation by World Renowned Economist and Best-Selling Author Harry S. Dent Jr.
Followed by a question and answer session with Jeff Mahoney, President of SaveDaily, Inc.
And Mark Hoaglin, Vice President of Investments & Insurance Services for Patelco Credit Union
Register now to access the free on-demand recording!
The Mass Market is underserved by financial institutions when it comes to providing help for investing their money. These members need help with investing yet because they are viewed as “small investors” they will probably never seek out a Financial Advisor at your credit union. Chances are your Financial Advisors are not going to go out of their way to find them. As a result thousands of members are underserved and thousands of dollars of potential non-interest revenue goes unrealized.
There is a way to take advantage of this huge opportunity. It is a small investor platform developed and provided by SaveDaily, Inc. The Save Daily platform allows investors to purchase fractional shares of mutual funds in an easy to manage investment account. With as little as $1.00, members can get started with an investment plan that will keep them ahead of inflation and on a path to realizing their financial goals.
Please join us for this informative webinar where you will hear from renowned economist and best-selling author Harry S. Dent about why your credit union should be serving the mass market and their investment needs. Following Harry’s presentation you will have the opportunity to learn more about SaveDaily from its President, Jeff Mahoney, in a Q & A session with Mark Hoaglin, Vice President of Investments and Insurance Services for Patelco Credit Union. Patelco recently began offering the SaveDaily platform to its members and is partnering with Save Daily to market the platform to other credit unions.
Harry S. Dent, Jr.
Harry Dent, the international best-selling author of the financial treatises, "The Great Boom Ahead" and "The Roaring 2000s", brings tremendous financial services experience to his role. Mr. Dent received his MBA from the Harvard Business School, where he was a Baker Scholar and an elected member fo the Century Club for leadership excellence. He has made numerous national television appearances and has been featured with a number of national publications including Entrepreneur, Fortune and The Wall Street Journal. Mr. Dent, through H.S. Dent Advisors, has acted as a sub-advisor to the AIM/Dent Demographic Trends Fund and as a consultant to The Van Kampen Funds' Roraring 2000's Unit Investment Trust.
An executive with more than 20 years experience in Internet strategy development and large-scale project management, Jeff Mahony served as founder, president and CEO of the Jeda Group, an Internet strategy firm serving small and middle market companies. He has alos worked with TRW's Space and Defense Sector, and Smart Technologies, a start-up focused on financial modeling using predictive algorithms. Mr. Mahony is a graduate of the University of California, Los Angeles, with a bachelor's degree in cognitive science
Mark Hoaglin is Vice President of Investments and Insurance for Patelco Credit Union. He has over 20 years of experience in the financial services industry. During that time he has successfully started, managed and developed investment and insurance programs for such companies as Citibank and Cal Fed Bank. He successfully led a turnaround of XCU Capital Corporation, a credit union-owned broker dealer, which was sold in 2007 to LPL Financial. Prior to his position at Patelco Credit Union, Mark had his own consulting business where he worked with credit unions on starting new investment and insurance programs and developing existing programs.