Discover the CCUA's Webinar Wednesday series, designed to bring educational insights, innovative solutions, and member-focused services directly to you. Held on Wednesdays of each month, this series features timely topics and expert perspectives to keep credit unions ahead in a dynamic industry.
Financial wellness is more than just saving and investing—it's about having a clear, guided path through life's financial milestones. In this session, we sit down with Margaret J. Hartigan, CEO of Marstone, to discuss a groundbreaking approach to financial empowerment that integrates personalized checklists, AI-driven insights, and educational resources to help individuals confidently navigate key life events.
As younger generations demand holistic financial guidance, credit unions are in a unique position to meet this need. Research shows that 73% of younger investors prefer an integrated approach to banking, trust, and wealth management, yet many feel uncertain about the right financial steps to take. Marstone bridges this gap, providing the tools and knowledge to help individuals take control of their financial future while enabling institutions to build stronger, more engaged member relationships.
We'll also explore the recently announced collaboration between Marstone and AltaOne Federal Credit Union to launch a seamless digital wealth management solution for its members.
Join us as we explore how AI, digital engagement, and financial wellness are reshaping the financial landscape—and what it means for the future of credit unions.

Margaret J. Hartigan, CEO and Founder, Marstone
Inspired to demystify finance for everyone, Margaret founded Marstone. Formerly a top-quintile financial advisor for 10 years in the Global Wealth Management Group at Merrill Lynch, she is an active leader in the alumni and major development efforts at both Brown University and Phillips Exeter Academy. She’s a member of the Milken FinTech Advisory Committee and serves on the NPX Charitable Board.
CCUA Webinar Wednesday virtual events are exclusive to member credit unions. Partners interested in engaging with our credit union community can explore sponsorship opportunities by emailing solutions@ccua.org.