Credit Union House
1 East Main Street, Suite 101
New interactive retirement tool available to WI CUs, Demo set
for Jan 22.
You're invited to a hands-on showcase of the "Route Your Retirement
Fair" program from 1-4 p.m., Jan. 22, at Credit Union House in Madison
that will teach you about this new resource that can help your credit
union host an interactive retirement education event.
Mark Lynch, Field Coach with NCUF, will guide this
free event and share:
A demonstration of the "Route Your Retirement Fair" program.
The program and its turnkey materials will be made available starting in
2014 to Wisconsin credit unions through the Wisconsin Credit Union
League. Developed by the National Credit Union Foundation's
(NCUF's) REAL Solutions Program in conjunction with CUNA Mutual Group, the program engages workers in
making lifestyle choices for their retirement years while assessing the
cost of supporting those choices.
The benefits of offering Retirement Fairs for your employees,
members and communities. Mark will share the experiences of credit
unions from several states that have offered the retirement fair
opportunity to help their members and communities and the benefits of
the outreach for the host credit unions.
The program is modeled after the 'reality fair' concept many credit
unions use with local high schools to engage teens in the financial
decision making challenges involved in living as a self-supporting
adult, only with the emphasis on retirement living so that choices can
be made now to improve future results.
According to the latest research of investors aged between 21 and 50
years, only 39% are confident they will have enough money for
retirement. And of those that are confident, two thirds have yet to
develop an actual retirement plan. To further compound the problem, most
are underestimating how long they will live in retirement.
Registration is required. Questions? Contact Jennifer Esser, Director
of Education & Training at (262) 408-6008.