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Overview

The National Credit Union Foundation’s REAL Solutions Program in cooperation with the CUNA Mutual Group has developed a new Retirement Fair to assist credit unions help their member and staff better prepare for retirement. The fair is designed to have people think more carefully about the type of lifestyle they would like to pursue in retirement and then link it to their financial plan.

How does it work?
Participants visit seven lifestyle booths during the fair. At each booth they ponder a series of questions and then make an assessments about how much they will most likely spend on that aspect of their retirement lifestyle. After visiting each booth they then hear how to link their lifestyle choices to their retirement savings. They are strongly encouraged to get detailed advice from a retirement planner who will help them assess whether they are on track to be able to finance the lifestyle options they chose. A participant takes between 45 and 60 minutes to complete the process.

The fair is applicable to people of all ages, not just those nearing retirement. It is designed to not only help people adequately save for retirement but it encourages people to plan for all lifestyle aspects of their retirement.

Interested? Questions? Comments?
Contact NCUF REAL Solutions Field Coach Mark Lynch at mark.lynch@entertrainmentworks.com or 906-440-3804.