An Innovative Approach to Retirement Planning 

Would you like to learn how your credit union could help your members better prepare for all aspects of their retirement? The National CU Foundation has developed an innovative experiential learning program which credit unions can use to help their members and potential members better plan for their retirement.

The Retirement Fairs are predominantly aimed at working adults and are intended to help participants picture their lives during retirement so they can save accordingly to support their expected lifestyle. 

During the fair, participants are asked to make some predictions about their likely lifestyle choices in retirement and are provided with information about the expenses they will encounter based on their expected lifestyle choices. The Fair then helps participants link their lifestyle choices and costs to their retirement savings plan. Since change is a constant, participants are encouraged to review the materials periodically and make adjustments in their expense projections as they approach retirement.

REAL Solutions Field Coach Mark Lynch created the Retirement Fair. REAL Solutions is the signature program of NCUF. REAL ― “Relevant, Effective, Asset-building, Loyalty-producing” — Solutions works through state credit union leagues to help credit unions make the difference for members, families and communities.

Mark will be hosting a Retirement Fair along with a train-the-trainer session on Monday, July 29, from 10 a.m. to 1.30 p.m. in Lansing at MSUFCU

Come to this free session if you would like to:

For more information or to register to participate in this event, contact Mark at mlynch@realsolutions.ncuf.coop or by phone at (906) 440-3804. 
 


Submissions to Monitor may be emailed. Bryan Laviolette is the editor of Monitor. Contact him by email or call (800) 262-6285, ext. 233. The newsletter of the Michigan Credit Union League is published Monday mornings or Tuesday mornings when Monday is a holiday. There is no Monitor the week after Christmas and the week after the Annual Convention and Exposition. The MCUL reserves the right to edit submissions for clarity and space.
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