Retirement is often the ultimate goal of members financial planning. Yet, many financial issues can undermine a members dream of a financially secure retirement. By addressing spending and debt habits and educating members, credit unions can help members extend their financial security throughout their retirement years.
- Understanding Retirement Needs
- Managing Retirement Savings
- Elder Financial Abuse
- Wills and Other Personal Estate Issues
- Identity Theft
- Consumer Fraud
This course is part of the CUNA Financial Counseling Certification Program (FiCEP).
Third Edition, Released May 2014