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On Track for Retirement - Tips for a Smooth Transition online course for members

On Track for Retirement - Tips for a Smooth Transition online course for members

  • Max downloads: 3
Product Code:
30071E
This   online course will educate and engage members as they learn timely tips to handle money wisely. Help members recover from a cracked or broken retirement nest egg. They will learn several strategies to do right now to jumpstart their own recovery. 

  • $500.00
    Non Member Price
  • $250.00
    CUNA Member Price
 
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If you were a CUNA member, you would save $250.00 on this order. Interested in becoming a member? Learn more at cuna.org/join
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As a busy credit union professional, you know how difficult it is to reach members with information that can help them make informed financial decisions.. If you want your members to have instant access to member education, Financial Education On Demand online courses for members are the answer.  

The On Track for Retirement: Tips for a Smooth Transition online course will educate and engage members as they learn timely tips to handle money wisely. Help members recover from a cracked or broken retirement nest egg. They will learn several strategies to do right now to jumpstart their own recovery. 

17 minutes in length

This course covers: 

  • Picture retirement
  • Strategies to size up savings
  • Tips to run the numbers
  • How to review priorities using rules of thumb
  • Evaluations of various retirement vehicles
  • Ways to stretch retirement dollars
  • Advice to know where to go for help

What members get:

  • PowerPoint presentation with voice-over narrative - listen and learn!
  • Downloadable worksheets to complete at home
  • List of resources for more information on each topic
  • 24/7 access on your credit union's website

Customization instructions

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Have a question? Email or call 800-356-8010 ext. 3.