Jan 15 2015

Baby Boomers & Retirement Planning: Recent Trends and Future Implications for Credit Unions


Approximately 8,000 members of the baby boomer generation will turn 65 every day over the next few decades. Credit unions can and should target wealthy households with asset management services, to increase their footprint in the boomer market and to increase the share of their assets in credit union-related products

Ben Rogers
Managing Director, Research
Manpreet Nat
Research Associate
Filene Research Institute
Report Number 354