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 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

• Are Your Savings Ready For Anything? statement stuffer

• Nest Egg Withdrawal Rules Change for 2009 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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