Member Financial Literacy

Savings & Investments

How can I make the Golden Years a golden opportunity for members and our credit union?

Half of all adult Americans haven't made any real retirement plans. In the 21st century, no reasonable retirement

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plan can depend on Social Security payments as a primary income source. It only takes the right education and guidance to get your members back on track – and the earlier, the better. We offer you everything you need to do exactly that.

Handbooks

• Your Investment Choices handbook

• Your Retirement Guidelines & Goals handbook

Statement Stuffers

• IRAs Power Your Savings statement stuffer

• Smart Savers Are Ready for Anything statement stuffer

Other member materials

• Plan It^TM

• Open Your IRA Today drive-up envelope

• Investing Basics: 10 Steps for Beginners member seminar kit

• Money Mastery: How to Use Wealth-Building Tools member seminar kit

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